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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
801
Diversify Wealth Management
Utah
$204K +$178K +678 New
BAAM
802
Baker Avenue Asset Management
California
$204K +$191K +728 New
JCIA
803
Jackson Creek Investment Advisors
Colorado
$203K +$173K +657 New
CFM
804
Catalyst Funds Management
Australia
$202K +$189K +720 New
WAG
805
Winthrop Advisory Group
Massachusetts
$201K -$13.9K -53 -7%
ACM
806
Allred Capital Management
Texas
$201K +$188K +717 New
CI
807
Cigna Investments
Connecticut
$200K -$20.2K -77 -10%
AIP
808
Ameritas Investment Partners
Nebraska
$200K -$11.6K -44 -6%
CFB
809
Cullen/Frost Bankers
Texas
$199K +$138K +525 +282%
MP
810
McDonald Partners
Ohio
$196K +$184K +700 New
CSPIA
811
Cary Street Partners Investment Advisory
Virginia
$192K -$3.94K -15 -2%
EWP
812
Elevation Wealth Partners
California
$187K -$3.42K -13 -2%
OP
813
Oslo Pensjonsforsikring
$187K – – –
S
814
SignatureFD
Georgia
$184K -$20.8K -79 -11%
VCM
815
Versant Capital Management
Arizona
$175K +$2.1K +8 +1%
WETS
816
Wealth Enhancement Trust Services
South Dakota
$175K – – –
DWS
817
Dynamic Wealth Strategies
California
$174K -$8.94K -34 -5%
HNB
818
Hilltop National Bank
Wyoming
$172K +$99.9K +380 +161%
HDIM
819
Hanson & Doremus Investment Management
Vermont
$170K -$17.1K -65 -10%
TCOT
820
Trust Company of Toledo
Ohio
$166K -$13.1K -50 -8%
RF
821
Rossby Financial
Florida
$165K -$6.31K -24 -4%
BC
822
Bayforest Capital
United Kingdom
$164K +$154K +585 New
TWC
823
TD Waterhouse Canada
Ontario, Canada
$164K -$104K -394 -41%
LS
824
Livforsakringsbolaget Skandia
Sweden
$155K – – –
ITIM
825
Indiana Trust & Investment Management
Indiana
$154K -$15.5K -59 -10%