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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1401
Claro Advisors
Massachusetts
$615K -$44.9K -418 -8%
BCWM
1402
Blue Chip Wealth Management
Florida
$615K +$86.4K +805 +20%
CS
1403
Cannell & Spears
New York
$614K +$210K +1,960 +67%
RA
1404
RFG Advisory
Alabama
$613K -$5.47K -51 -1%
RG
1405
Rikoon Group
New Mexico
$609K +$121K +1,125 +30%
AO
1406
Advisor OS
Illinois
$606K +$518K +4,828 New
SHWM
1407
Silicon Hills Wealth Management
Texas
$604K
BWM
1408
BerganKDV Wealth Management
Minnesota
$599K -$43.3K -403 -8%
NGA
1409
Naples Global Advisors
Florida
$599K +$39.7K +370 +8%
BIAS
1410
Beacon Investment Advisory Services
New Jersey
$597K -$5.15K -48 -1%
CIAS
1411
Capital Investment Advisory Services
North Carolina
$597K +$281K +2,615 +122%
AIM
1412
Alhambra Investment Management
Florida
$595K
Koshinski Asset Management
1413
Koshinski Asset Management
Illinois
$595K +$39.3K +366 +9%
CIC
1414
Chilton Investment Company
Connecticut
$592K
IA
1415
IFG Advisors
Missouri
$591K +$1.18K +11 +0.2%
C
1416
Certuity
Florida
$591K +$220K +2,048 +77%
DMC
1417
Drexel Morgan & Co
Pennsylvania
$589K
CIM
1418
CIM Investment Management
Pennsylvania
$587K -$513K -4,778 -51%
BHBT
1419
Burke & Herbert Bank & Trust
Virginia
$585K
BAM
1420
Belpointe Asset Management
Nevada
$583K -$54.5K -508 -10%
WPP
1421
Whalerock Point Partners
Rhode Island
$579K -$433K -4,031 -87%
RMC
1422
Resources Management Corp
Connecticut
$570K -$194K -1,810 -28%
SVWAG
1423
Sound View Wealth Advisors Group
Georgia
$570K +$52K +484 +12%
PB
1424
Pinnacle Bancorp
Nebraska
$569K -$15K -140 -3%
LDB
1425
Lee, Danner & Bass
Tennessee
$568K -$26.8K -250 -5%