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Name Holding Trade Value Shares
Change
Change in
Stake
DI
1451
DKRT Investments
$892K
GS
1452
GTS Securities
Florida
$888K +$861K +34,867 New
BCM
1453
Beddow Capital Management
Wyoming
$886K -$1.54M -62,275 -64%
FWCM
1454
Ferguson Wellman Capital Management
Oregon
$882K -$121K -4,913 -12%
WKWM
1455
Walter & Keenan Wealth Management
Indiana
$880K -$251K -10,178 -23%
TCWM
1456
Total Clarity Wealth Management
Illinois
$878K +$851K +34,461 New
SWGC
1457
Summit Wealth Group (Colorado)
Colorado
$878K +$653K +26,467 New
RB
1458
Rodgers Brothers
Pennsylvania
$874K -$25.7K -1,042 -3%
AWM
1459
Avior Wealth Management
Nebraska
$874K -$4.44K -180 -0.5%
RFA
1460
Resurgent Financial Advisors
Georgia
$871K +$156K +6,334 +23%
TA
1461
TCM Advisors
West Virginia
$871K
CHC
1462
City Holding Co
West Virginia
$870K -$45.1K -1,826 -5%
FCB
1463
First County Bank
Connecticut
$867K -$716 -29 -0.1%
BAM
1464
Byrne Asset Management
New Jersey
$867K
IGAM
1465
iA Global Asset Management
Quebec, Canada
$865K +$506K +20,501 +152%
ABWM
1466
Alpine Bank Wealth Management
Colorado
$865K -$12.7K -514 -1%
TBT
1467
Texas Bank & Trust
Texas
$862K -$61.4K -2,486 -7%
CT
1468
Colonial Trust
South Carolina
$862K -$963 -39 -0.1%
RYIA
1469
Roehl & Yi Investment Advisors
Oregon
$861K +$35.7K +1,445 +4%
RPC
1470
Rossmore Private Capital
Connecticut
$857K -$19.7K -800 -2%
LIA
1471
Luken Investment Analytics
Tennessee
$856K
NAS
1472
NWF Advisory Services
California
$856K -$101K -4,072 -11%
GWM
1473
Geneos Wealth Management
Colorado
$854K -$292K -11,839 -26%
LCOV
1474
London Company of Virginia
Virginia
$854K -$423K -17,122 -34%
MMHP
1475
Murphy Middleton Hinkle & Parker
Georgia
$852K -$38.6K -1,563 -4%