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Name Holding Trade Value Shares
Change
Change in
Stake
DFA
851
Delta Financial Advisors
Louisiana
$1.78M +$111K +878 +7%
UBV
852
United Bank (Virginia)
Virginia
$1.78M -$80.9K -642 -5%
NIC
853
Northwest Investment Counselors
Oregon
$1.76M +$115K +911 +7%
LDB
854
Lee, Danner & Bass
Tennessee
$1.76M -$7.81K -62 -0.5%
BAM
855
Belpointe Asset Management
Nevada
$1.75M +$9.83K +78 +0.6%
LBA
856
Lowell Blake & Associates
Massachusetts
$1.75M +$109K +866 +7%
GWM
857
Geneos Wealth Management
Colorado
$1.75M -$114K -902 -6%
MCM
858
MAI Capital Management
Ohio
$1.75M +$85.1K +675 +5%
PCM
859
Poehling Capital Management
Wisconsin
$1.75M -$38.2K -303 -2%
SSWM
860
Smith Salley Wealth Management
North Carolina
$1.75M +$115K +911 +7%
HFBOT
861
Home Federal Bank of Tennessee
Tennessee
$1.74M -$33.9K -269 -2%
SWM
862
SVA Wealth Management
Wisconsin
$1.74M +$31.6K +251 +2%
WIC
863
Woodmont Investment Counsel
Tennessee
$1.73M -$71.8K -570 -4%
GD
864
Grandfield & Dodd
New York
$1.73M +$9.45K +75 +0.6%
KA
865
KLCM Advisors
Wisconsin
$1.73M +$452K +3,587 +37%
GSC
866
G&S Capital
Colorado
$1.73M +$1.56M +12,399 +1,494%
CWA
867
Clarity Wealth Advisors
California
$1.72M +$63K +500 +4%
BPA
868
Beacon Pointe Advisors
California
$1.72M -$40.8K -324 -2%
CIG
869
Cairn Investment Group
Washington
$1.72M -$12.9K -102 -0.8%
CT
870
Chicago Trust
Illinois
$1.71M +$256K +2,031 +18%
EHWM
871
Eads & Heald Wealth Management
Georgia
$1.7M +$2.27K +18 +0.1%
TTWM
872
TCV Trust & Wealth Management
Virginia
$1.7M -$29.4K -233 -2%
PAM
873
Pegasus Asset Management
New York
$1.7M -$2.14K -17 -0.1%
CAM
874
Cypress Asset Management
Texas
$1.69M +$464K +3,684 +40%
Lido Advisors
875
Lido Advisors
California
$1.69M +$167K +1,326 +11%