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Name Holding Trade Value Shares
Change
Change in
Stake
IA
976
Integrity Alliance
Iowa
$893K +$908K +6,921 New
AIM
977
Acropolis Investment Management
Missouri
$890K -$330K -2,517 -27%
SCTC
978
Sanibel Captiva Trust Company
Florida
$890K +$140K +1,067 +18%
ECM
979
Elgethun Capital Management
South Dakota
$888K -$65.2K -497 -7%
BMWS
980
Brady Martz Wealth Solutions
North Dakota
$887K +$848K +6,468 New
BAM
981
Brave Asset Management
New Jersey
$887K -$37.4K -285 -4%
EHC
982
Everett Harris & Co
California
$886K
EF
983
Exeter Financial
Arizona
$885K
RWPA
984
Richard W. Paul & Associates
Michigan
$883K +$7.21K +55 +0.8%
WKWM
985
Walter & Keenan Wealth Management
Indiana
$880K -$30.8K -235 -3%
ACA
986
Aptus Capital Advisors
Alabama
$880K +$124K +948 +16%
XT
987
XTX Topco
Cayman Islands
$879K -$218K -1,659 -20%
CSP
988
Cary Street Partners
Virginia
$877K +$891K +6,795 New
PMWMG
989
Parr McKnight Wealth Management Group
Minnesota
$877K +$891K +6,792 New
DBIA
990
Dumont & Blake Investment Advisors
New Jersey
$875K
STA
991
Summit Trail Advisors
New York
$872K +$326K +2,482 +58%
NF
992
NavPoint Financial
Minnesota
$870K
BB
993
Bell Bank
North Dakota
$868K
PFW
994
Petros Family Wealth
Minnesota
$868K +$882K +6,722 New
CWP
995
Cyndeo Wealth Partners
Florida
$863K +$787 +6 +0.1%
PBC
996
Pavion Blue Capital
California
$862K +$61K +465 +7%
BCM
997
BluePath Capital Management
Georgia
$862K +$150K +1,145 +22%
CPIG
998
Chicago Partners Investment Group
Illinois
$856K +$104K +794 +14%
WF
999
Wayfinding Financial
Washington
$851K +$865K +6,598 New
EAM
1000
Empirical Asset Management
Massachusetts
$851K +$139K +1,058 +17%