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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1351
Sawyer & Company
Massachusetts
$4M -$27K -47 -0.7%
Blue Trust Inc
1352
Blue Trust Inc
Georgia
$4M +$4.59K +8 +0.1%
Smithfield Trust
1353
Smithfield Trust
Pennsylvania
$4M -$143K -249 -3%
FCP
1354
Fidelis Capital Partners
Florida
$4M +$358K +623 +10%
VFM
1355
Viking Fund Management
North Dakota
$3.98M – – –
WAP
1356
Wealthcare Advisory Partners
Pennsylvania
$3.97M +$65.5K +114 +2%
Geneos Wealth Management
1357
Geneos Wealth Management
Colorado
$3.96M -$2.47M -4,298 -38%
LA
1358
LVW Advisors
New York
$3.96M -$520K -905 -12%
AWM
1359
Angeles Wealth Management
California
$3.93M -$43.6K -76 -1%
WCAMG
1360
Woodard & Company Asset Management Group
North Carolina
$3.93M +$275K +478 +7%
AWM
1361
Accurate Wealth Management
Florida
$3.92M -$53.4K -93 -1%
SIA
1362
SeaBridge Investment Advisors
New Jersey
$3.9M +$225K +391 +6%
CFS
1363
CRA Financial Services
New Jersey
$3.87M -$16.7K -29 -0.4%
DWAM
1364
Duncan Williams Asset Management
Tennessee
$3.87M +$41.9K +73 +1%
CIG
1365
Cullen Investment Group
Louisiana
$3.86M -$123K -215 -3%
ACM
1366
Accent Capital Management
Ohio
$3.86M +$4.02K +7 +0.1%
HIC
1367
Holderness Investments Company
North Carolina
$3.85M +$18.4K +32 +0.5%
AFP
1368
Ausdal Financial Partners
Iowa
$3.82M +$1.14M +1,988 +42%
PF
1369
Prosperitas Financial
California
$3.82M +$182K +317 +5%
NB
1370
Nicolet Bankshares
Wisconsin
$3.82M +$26.4K +46 +0.7%
NL
1371
NVWM LLC
Pennsylvania
$3.81M +$14.9K +26 +0.4%
APIM
1372
Agate Pass Investment Management
Washington
$3.8M +$60.9K +106 +2%
SWM
1373
Segment Wealth Management
Texas
$3.8M +$40.8K +71 +1%
CRI
1374
Commonwealth Retirement Investments
Virginia
$3.8M +$283K +493 +8%
Belpointe Asset Management
1375
Belpointe Asset Management
Nevada
$3.79M -$985K -1,715 -20%