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Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
1101
Forvis Mazars Wealth Advisors
Missouri
$2.67M +$65K +854 +2%
CG
1102
Caprock Group
Idaho
$2.67M -$2.81K -37 -0.1%
TIM
1103
Thompson Investment Management
Wisconsin
$2.66M -$188K -2,470 -7%
SFA
1104
Sequoia Financial Advisors
Ohio
$2.66M -$3.16M -41,577 -54%
HKAM
1105
Horizon Kinetics Asset Management
New York
$2.66M -$27.2K -358 -1%
CSPIA
1106
Cary Street Partners Investment Advisory
Virginia
$2.66M -$83.4K -1,097 -3%
SFS
1107
Strategic Financial Services
New York
$2.64M -$70.8K -931 -3%
PAM
1108
Premier Asset Management
Illinois
$2.64M +$953K +12,530 +56%
PAM
1109
Paradigm Asset Management
New York
$2.64M -$129K -1,700 -5%
WKWM
1110
Walter & Keenan Wealth Management
Indiana
$2.64M -$61.1K -803 -2%
CCA
1111
Cobblestone Capital Advisors
New York
$2.63M -$146K -1,923 -5%
DIA
1112
Dean Investment Associates
Ohio
$2.63M +$68.1K +896 +3%
MPAM
1113
Murphy Pohlad Asset Management
Minnesota
$2.63M -$275K -3,610 -9%
FM
1114
Foster & Motley
Ohio
$2.62M -$113K -1,488 -4%
HIC
1115
Holderness Investments Company
North Carolina
$2.61M +$1.14K +15 +0%
SC
1116
Searle & Co
Connecticut
$2.6M +$732K +9,621 +39%
BAM
1117
Belpointe Asset Management
Nevada
$2.59M +$169K +2,224 +7%
LJAC
1118
L.J. Altfest & Co
New York
$2.59M +$28.5K +375 +1%
RDWM
1119
Red Door Wealth Management
Tennessee
$2.59M +$419K +5,512 +19%
DCM
1120
Dupont Capital Management
Delaware
$2.58M -$3.18M -41,845 -55%
CCC
1121
Chelsea Counsel Company
California
$2.58M -$18.3K -240 -0.7%
PAM
1122
Pegasus Asset Management
New York
$2.58M +$102K +1,346 +4%
AWA
1123
Arete Wealth Advisors
Illinois
$2.56M +$33.6K +442 +1%
HH
1124
Hilltop Holdings
Texas
$2.56M +$362K +4,756 +16%
APF
1125
Alaska Permanent Fund
Alaska
$2.56M