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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
776
Carnegie Investment Counsel
Ohio
$331K -$60.2K -1,085 -16%
JWCA
777
J.W. Cole Advisors
Florida
$329K -$42.2K -760 -12%
AF
778
Allworth Financial
California
$328K -$104K -1,874 -24%
ESB
779
Essex Savings Bank
Connecticut
$328K -$22.5K -406 -7%
C
780
CEDRUS
Colorado
$327K -$11.9K -215 -4%
BCM
781
Brookstone Capital Management
Illinois
$325K +$25.6K +462 +9%
IP
782
Ignite Planners
California
$323K -$13.2K -237 -4%
HI
783
Hendershot Investments
Virginia
$323K -$35.7K -644 -10%
IGAM
784
iA Global Asset Management
Quebec, Canada
$320K +$314K +5,652 New
DA
785
Dover Advisors
Virginia
$319K -$3.33K -60 -1%
NAS
786
Nicolet Advisory Services
Wisconsin
$317K +$34.3K +618 +12%
TAIM
787
TD Ameritrade Investment Management
Nebraska
$317K -$58.9K -1,062 -16%
MCM
788
McMillion Capital Management
North Carolina
$313K -$8.32K -150 -3%
BAM
789
Belpointe Asset Management
Nevada
$312K -$270K -4,861 -47%
EWS
790
Evergreen Wealth Solutions
Pennsylvania
$312K +$74.6K +1,344 +32%
DWT
791
Dorsey & Whitney Trust
South Dakota
$310K -$42.1K -758 -12%
BPC
792
Banque Pictet & Cie
Switzerland
$310K +$305K +5,489 New
WAG
793
Wallace Advisory Group
California
$310K
EFS
794
Essex Financial Services
Connecticut
$309K +$4.16K +75 +1%
HI
795
Harbour Investments
Wisconsin
$308K +$15.4K +277 +5%
BFA
796
Bragg Financial Advisors
North Carolina
$306K -$20.4K -368 -6%
WI
797
Wedgewood Investors
Pennsylvania
$306K
SMC
798
Smith, Moore & Co
Missouri
$304K +$17.3K +312 +6%
DBT
799
Dubuque Bank & Trust
Iowa
$303K +$26K +468 +10%
CNBT
800
Canandaigua National Bank & Trust
New York
$302K -$9.38K -169 -3%