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Name Holding Trade Value Shares
Change
Change in
Stake
PWW
751
Pettyjohn Wood & White
Virginia
$320K -$55.7K -1,144 -16%
FBC
752
Fairfield, Bush & Co
Connecticut
$319K -$36.5K -750 -11%
AssetMark Inc
753
AssetMark Inc
California
$319K +$7.21K +148 +2%
ATC
754
Adirondack Trust Company
New York
$314K -$35.9K -738 -11%
MMG
755
Monetary Management Group
Missouri
$312K -$35.6K -732 -11%
BFG
756
Beacon Financial Group
Texas
$308K -$7.75M -159,044 -96%
SI
757
SII Investments
Wisconsin
$299K -$770K -15,819 -73%
PL
758
Perpetual Ltd
Australia
$295K -$33K -678 -11%
BAM
759
Belpointe Asset Management
Nevada
$295K +$277K +5,678 New
CAAS
760
Capital Asset Advisory Services
Michigan
$293K -$33.5K -687 -11%
HC
761
Henshaw Capital
Massachusetts
$292K +$274K +5,620 New
SBWM
762
Sunflower Bank Wealth Management
Arizona
$290K -$52.6K -1,080 -16%
FM
763
Foster & Motley
Ohio
$289K -$63.2K -1,297 -19%
FCI
764
Financial Counselors Inc
Kansas
$289K -$35.9K -737 -12%
EGA
765
E&G Advisors
Texas
$289K -$33.1K -680 -11%
CCM
766
Covington Capital Management
California
$286K +$49.3K +1,012 +23%
GAMC
767
Garner Asset Management Corp
Texas
$284K -$32.5K -667 -11%
SCM
768
Suffolk Capital Management
New York
$283K -$6.14K -126 -2%
DCM
769
Dupont Capital Management
Delaware
$283K
CAN
770
Cetera Advisor Networks
California
$282K -$3.65K -75 -1%
WAM
771
Wealthspire Advisors (Maryland)
Maryland
$278K -$40.1K -824 -13%
HIC
772
Holderness Investments Company
North Carolina
$274K -$44.8K -919 -15%
CCM
773
Catawba Capital Management
Virginia
$273K -$31.2K -641 -11%
TCOV
774
Trust Company of Vermont
Vermont
$273K -$19.3K -396 -7%
GWI
775
Grace & White Inc
New York
$265K -$30.3K -623 -11%