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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
801
First Foundation Advisors
California
$209K +$192K +577 New
IFWM
802
Institute for Wealth Management
Colorado
$208K +$191K +575 New
TWP
803
Treybourne Wealth Planners
Indiana
$207K +$190K +570 New
1SB
804
1ST Source Bank
Indiana
$203K +$186K +560 New
FPS
805
Fieldpoint Private Securities
Connecticut
$192K -$6.66K -20 -4%
BCA
806
Berman Capital Advisors
Georgia
$173K +$13.3K +40 +9%
EI
807
Ellevest Inc
New York
$171K +$666 +2 +0.4%
BAM
808
Belpointe Asset Management
Nevada
$166K +$152K +458 New
FMLI
809
Fukoku Mutual Life Insurance
Japan
$163K – – –
MCM
810
Manchester Capital Management
Vermont
$156K +$5.99K +18 +4%
CCM
811
Covington Capital Management
California
$154K -$1.33K -4 -0.9%
ETC
812
Exchange Traded Concepts
Oklahoma
$149K -$44.3K -133 -24%
CMBA
813
C.M. Bidwell & Associates
Hawaii
$147K +$2K +6 +2%
SOW
814
State of Wyoming
Wyoming
$146K +$13.6K +41 +11%
SIM
815
Sonora Investment Management
Arizona
$145K – – –
FPA
816
First Pacific Advisors
California
$140K – – –
FMT
817
First Mercantile Trust
Tennessee
$139K -$20K -60 -14%
MA
818
MCF Advisors
Kentucky
$137K -$12.6K -38 -9%
CF
819
Centaurus Financial
California
$137K +$125K +377 New
BWM
820
BerganKDV Wealth Management
Minnesota
$127K – – –
JFA
821
JNBA Financial Advisors
Minnesota
$127K – – –
CIA
822
Cascade Investment Advisors
Oregon
$127K – – –
ANBT
823
American National Bank & Trust
Texas
$126K +$50.6K +152 +77%
LC
824
Lindbrook Capital
California
$112K +$3K +9 +3%
SC
825
SouthState Corp
Florida
$111K – – –