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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
851
Belpointe Asset Management
Nevada
$1.53M -$237K -1,799 -12%
AL
852
Aspiriant LLC
California
$1.53M +$691K +5,254 +65%
TTWM
853
TCV Trust & Wealth Management
Virginia
$1.51M -$116K -880 -6%
CIG
854
Cairn Investment Group
Washington
$1.51M +$1.3M +9,879 +293%
BAC
855
Boys Arnold & Co
North Carolina
$1.51M -$50K -380 -3%
GD
856
Grandfield & Dodd
New York
$1.51M -$910K -6,915 -34%
SC
857
SouthState Corp
Florida
$1.51M -$71.6K -544 -4%
CCG
858
Cypress Capital Group
Florida
$1.51M -$287K -2,178 -14%
EWA
859
EP Wealth Advisors
California
$1.5M -$340K -2,586 -16%
AIP
860
Ameritas Investment Partners
Nebraska
$1.5M -$270K -2,052 -13%
FTC
861
Farmers Trust Company
Ohio
$1.49M -$37.1K -282 -2%
SWM
862
SVA Wealth Management
Wisconsin
$1.49M +$83.1K +632 +5%
IP
863
Interval Partners
New York
$1.49M +$1.71M +13,036 New
EHWM
864
Eads & Heald Wealth Management
Georgia
$1.49M +$23.4K +178 +1%
AWM
865
Avior Wealth Management
Nebraska
$1.49M +$37K +281 +2%
PAM
866
Pegasus Asset Management
New York
$1.49M +$102K +778 +6%
CG
867
CFO4Life Group
Texas
$1.48M -$128K -973 -7%
FPCG
868
Fort Pitt Capital Group
Pennsylvania
$1.48M +$83.9K +638 +5%
ODCM
869
Old Dominion Capital Management
Virginia
$1.48M +$1.71M +12,966 New
TCM
870
Telos Capital Management
California
$1.48M +$528K +4,014 +45%
HI
871
Hudock Inc
Pennsylvania
$1.48M +$1.28M +9,710 +301%
MFAM
872
Motley Fool Asset Management
Virginia
$1.47M +$109K +828 +7%
BHIA
873
Birch Hill Investment Advisors
Massachusetts
$1.47M +$53K +403 +3%
HFA
874
HC Financial Advisors
California
$1.47M +$227K +1,727 +15%
HB
875
Homrich & Berg
Georgia
$1.47M -$1.09M -8,289 -39%