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Name Holding Trade Value Shares
Change
Change in
Stake
BMA
776
Brooks Moore & Associates
Tennessee
$406K – – –
SWM
777
Spire Wealth Management
Virginia
$403K -$192K -2,899 -31%
OWM
778
OneAscent Wealth Management
Alabama
$400K -$17.2K -260 -4%
FCI
779
Financial Counselors Inc
Kansas
$397K +$99.8K +1,508 +31%
GWM
780
Geneos Wealth Management
Colorado
$394K -$9.2K -139 -2%
CWP
781
Concord Wealth Partners
Virginia
$389K +$40.8K +617 +11%
ESB
782
Essex Savings Bank
Connecticut
$388K -$15.8K -239 -4%
FNBOSM
783
First National Bank of South Miami
Florida
$386K +$56.8K +858 +16%
DMBA
784
Deseret Mutual Benefit Administrators
Utah
$382K – – –
RIG
785
Roosevelt Investment Group
New York
$382K – – –
PGIM
786
Pacific Global Investment Management
California
$372K -$5.49K -83 -1%
BFA
787
Bragg Financial Advisors
North Carolina
$370K +$7.61K +115 +2%
CNC
788
Canandaigua National Corp
New York
$368K -$794 -12 -0.2%
CIC
789
Carnegie Investment Counsel
Ohio
$368K – – –
JWCA
790
J.W. Cole Advisors
Florida
$365K +$19.4K +293 +5%
SCM
791
Shelton Capital Management
Colorado
$363K -$2.38K -36 -0.6%
LIM
792
Longfellow Investment Management
Massachusetts
$363K – – –
MW
793
Marcum Wealth
Ohio
$361K -$12.4K -187 -3%
FAN
794
Financial Advisors Network
California
$361K -$9.6K -145 -2%
VanEck Associates
795
VanEck Associates
New York
$358K -$1.72K -26 -0.5%
KCM
796
Kendall Capital Management
Maryland
$358K – – –
TA
797
Tectonic Advisors
Texas
$354K +$28.7K +433 +8%
DWM
798
Drive Wealth Management
Utah
$354K +$39.4K +595 +12%
CCFM
799
Clear Creek Financial Management
Washington
$354K +$373K +5,633 New
SLAM
800
Swiss Life Asset Management
$352K +$44.2K +668 +14%