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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
601
Birmingham Capital Management
Alabama
$354K
CMBA
602
C.M. Bidwell & Associates
Hawaii
$352K -$49.8K -586 -12%
ATC
603
Argent Trust Co
Tennessee
$347K +$347K +4,076 New
IF
604
Integrity Financial
Wyoming
$342K
MWM
605
Mission Wealth Management
California
$339K -$2.3K -27 -0.7%
BAM
606
Belpointe Asset Management
Nevada
$339K +$339K +3,990 New
WFI
607
West Family Investments
California
$337K
AFCM
608
Applied Finance Capital Management
Puerto Rico
$333K -$7.82K -92 -2%
PWAM
609
Pinnacle West Asset Management
Wyoming
$332K
VCM
610
Violich Capital Management
California
$332K
OFW
611
Omnia Family Wealth
Florida
$331K
CI
612
Conning Inc
Connecticut
$329K
MG
613
Mather Group
Illinois
$328K +$1.87K +22 +0.6%
Federated Hermes
614
Federated Hermes
Pennsylvania
$326K +$111K +1,305 +52%
PIM
615
Penobscot Investment Management
Massachusetts
$323K
UM
616
UniSuper Management
Australia
$319K
AIM
617
Aigen Investment Management
New York
$319K +$319K +3,748 New
FMLI
618
Fukoku Mutual Life Insurance
Japan
$316K
TC
619
TownSquare Capital
Utah
$315K +$315K +3,709 New
SAM
620
Silvercrest Asset Management
New York
$310K
DAS
621
Dynamic Advisor Solutions
Arizona
$307K -$277K -3,252 -47%
PA
622
PFG Advisors
Arizona
$304K -$26K -306 -8%
CSIC
623
Clifford Swan Investment Counsel
California
$302K
ACMA
624
Arbor Capital Management (Alaska)
Alaska
$300K
JF
625
Jump Financial
Illinois
$300K +$300K +3,528 New