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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
726
Palisade Asset Management
Minnesota
$657K +$8.59K +35 +1%
BB
727
Bell Bank
North Dakota
$657K +$53.3K +217 +10%
MCM
728
Mitchell Capital Management
Kansas
$657K +$66.3K +270 +12%
SCI
729
Stableford Capital II
Arizona
$653K +$608K +2,477 New
ECM
730
Exchange Capital Management
Michigan
$644K -$49.1K -200 -8%
SFSG
731
Sound Financial Strategies Group
Mississippi
$639K +$9.33K +38 +2%
ZF
732
Zhang Financial
Michigan
$633K +$73.6K +300 +14%
SouthState Corp
733
SouthState Corp
Florida
$630K -$142K -577 -19%
CIAS
734
Capital Investment Advisory Services
North Carolina
$630K +$102K +415 +21%
MMPW
735
Mitchell McLeod Pugh & Williams
Alabama
$629K +$30.4K +124 +5%
Loring Wolcott & Coolidge Fiduciary Advisors
736
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$626K +$70.9K +289 +14%
MSS
737
Mitchell Sinkler & Starr
Pennsylvania
$622K – – –
FAM
738
Formidable Asset Management
Ohio
$620K -$12.3K -50 -2%
PNAA
739
Pictet North America Advisors
Switzerland
$619K -$41.7K -170 -7%
Sequoia Financial Advisors
740
Sequoia Financial Advisors
Ohio
$613K +$46.6K +190 +9%
QI
741
Qtron Investments
Massachusetts
$612K -$476K -1,939 -46%
PIM
742
Penobscot Investment Management
Massachusetts
$611K – – –
Chicago Partners Investment Group
743
Chicago Partners Investment Group
Illinois
$610K +$595K +2,424 New
Clearstead Advisors
744
Clearstead Advisors
Ohio
$604K – – –
LCS
745
Levin Capital Strategies
New York
$604K +$196K +800 +54%
HighPoint Advisor Group
746
HighPoint Advisor Group
Illinois
$600K +$72.2K +294 +14%
TCWM
747
Total Clarity Wealth Management
Illinois
$599K +$558K +2,272 New
Ritholtz Wealth Management
748
Ritholtz Wealth Management
New York
$597K +$121K +493 +28%
Gradient Investments
749
Gradient Investments
Minnesota
$594K -$61.4K -250 -9%
FFC
750
First Financial Corp
Indiana
$594K -$491 -2 -0.1%