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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1826
Belpointe Asset Management
Nevada
$1.84M +$56.9K +462 +3%
GBT
1827
Grove Bank & Trust
Florida
$1.84M -$5.79K -47 -0.3%
GWA
1828
Gratus Wealth Advisors
Virginia
$1.84M +$115K +933 +7%
NAS
1829
Nicolet Advisory Services
Wisconsin
$1.84M +$114K +923 +7%
MIM
1830
MTM Investment Management
South Carolina
$1.83M +$23.5K +191 +1%
RIM
1831
Redwood Investment Management
Arizona
$1.83M -$247 -2 -0%
AC
1832
Avestar Capital
New York
$1.82M +$344K +2,788 +25%
PHIC
1833
Pine Haven Investment Counsel
Massachusetts
$1.82M -$6.16K -50 -0.4%
AI
1834
Atom Investors
Texas
$1.82M +$1.7M +13,789 New
JWA
1835
JFS Wealth Advisors
Pennsylvania
$1.82M +$13.4K +109 +0.8%
WG
1836
Winton Group
United Kingdom
$1.81M +$229K +1,855 +16%
PFGIA
1837
Patriot Financial Group Insurance Agency
Massachusetts
$1.81M +$155K +1,255 +10%
WCM
1838
Washington Capital Management
Washington
$1.81M -$98K -795 -5%
DC
1839
DeDora Capital
California
$1.8M -$403K -3,272 -19%
AA
1840
Auxano Advisors
Washington
$1.8M +$493 +4 +0%
SA
1841
Strategic Advisors
New York
$1.8M -$197K -1,599 -10%
PIMG
1842
Patriot Investment Management Group
Tennessee
$1.8M -$60.9K -494 -3%
BV
1843
Boxwood Ventures
Illinois
$1.8M
CA
1844
Cornerstone Advisory
Maryland
$1.8M +$45.4K +368 +3%
C
1845
Certuity
Florida
$1.79M -$335K -2,721 -17%
LIM
1846
Loudon Investment Management
New Hampshire
$1.79M -$12.3K -100 -0.7%
DA
1847
Doliver Advisors
Texas
$1.77M -$53.4K -433 -3%
RFA
1848
ROI Financial Advisors
Oregon
$1.77M -$36.7K -298 -2%
NIA
1849
NIA Impact Advisors
California
$1.77M +$1.65M +13,415 New
MLA
1850
MB, Levis & Associates
Pennsylvania
$1.77M +$5.18K +42 +0.3%