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Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
726
Mid Atlantic Financial Management
Pennsylvania
$5.61M +$180K +4,625 +3%
CFA
727
Carroll Financial Associates
North Carolina
$5.6M -$74.2K -1,908 -1%
SWM
728
SeaCrest Wealth Management
New York
$5.58M +$710K +18,261 +15%
RFWA
729
RPg Family Wealth Advisory
Massachusetts
$5.57M +$5.54M +142,353 New
FNT
730
First Nebraska Trust
Nebraska
$5.56M +$396K +10,176 +8%
WC
731
Woodstock Corp
Massachusetts
$5.55M +$38.1K +981 +0.7%
AAM
732
AR Asset Management
California
$5.54M
BAM
733
Belpointe Asset Management
Nevada
$5.54M +$130K +3,345 +2%
FLPIM
734
F.L. Putnam Investment Management
Massachusetts
$5.54M -$222K -5,696 -4%
AOWM
735
Alpha Omega Wealth Management
Virginia
$5.54M +$74.6K +1,918 +1%
SAMT
736
Select Asset Management & Trust
Pennsylvania
$5.53M +$1.02M +26,301 +23%
OCAM
737
Onex Canada Asset Management
Ontario, Canada
$5.52M +$16.4K +422 +0.3%
EWM
738
Endurance Wealth Management
Rhode Island
$5.51M -$13.7K -352 -0.2%
IPAM
739
ICICI Prudential Asset Management
India
$5.51M +$755K +19,416 +16%
AWM
740
Altavista Wealth Management
North Carolina
$5.49M +$250K +6,430 +5%
AUB
741
Atlantic Union Bankshares
Virginia
$5.46M +$278K +7,158 +5%
HAI
742
Hennessy Advisors Inc
California
$5.41M -$189K -4,850 -3%
RMAM
743
Raab & Moskowitz Asset Management
New Jersey
$5.4M -$31.7K -815 -0.6%
BCM
744
Beddow Capital Management
Wyoming
$5.39M +$45.4K +1,168 +0.9%
BRWM
745
B. Riley Wealth Management
Tennessee
$5.37M -$362K -9,301 -6%
MA
746
Montag & Associates
Georgia
$5.37M +$7.27K +187 +0.1%
UAS
747
United Asset Strategies
New York
$5.37M +$217K +5,577 +4%
CBTWT
748
Community Bank & Trust (Waco, Texas)
Texas
$5.35M +$115K +2,961 +2%
SFA
749
Semmax Financial Advisors
North Carolina
$5.34M +$232K +5,969 +5%
TI
750
tru Independence
Oregon
$5.33M -$1.44K -37 -0%