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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1101
Perigon Wealth Management
California
$753K +$771 +7 +0.1%
SCI
1102
Stableford Capital II
Arizona
$747K +$794K +7,209 New
MRCM
1103
M&R Capital Management
New Jersey
$746K -$16.5K -150 -2%
FIM
1104
Fernwood Investment Management
Massachusetts
$746K +$66.1K +600 +9%
PWPS
1105
Pinnacle Wealth Planning Services
Ohio
$744K -$34.3K -311 -4%
BAM
1106
Belpointe Asset Management
Nevada
$743K -$197K -1,789 -20%
TSS
1107
Two Sigma Securities
New York
$743K +$263K +2,386 +50%
PJSIMP
1108
P.J. Schmidt Investment Management (PJS)
Wisconsin
$740K +$306K +2,781 +64%
SIC
1109
SFE Investment Counsel
California
$739K +$30.3K +275 +4%
BCM
1110
BTC Capital Management
Iowa
$736K -$13.5K -123 -2%
NDSI
1111
Newman Dignan & Sheerar Inc
Rhode Island
$735K
BFEC
1112
Benjamin F. Edwards & Company
Missouri
$735K +$38.9K +353 +5%
HCM
1113
Hodges Capital Management
Texas
$733K +$162K +1,475 +26%
SC
1114
Savant Capital
Illinois
$728K -$7.71K -70 -1%
SW
1115
SVB Wealth
Massachusetts
$721K -$49.1K -446 -6%
MCM
1116
Manchester Capital Management
Vermont
$719K
BSW
1117
Buckingham Strategic Wealth
Missouri
$718K -$29.2K -265 -4%
ASA
1118
Armstrong Shaw Associates
Connecticut
$715K
BCWM
1119
Blue Chip Wealth Management
Florida
$715K +$2.53K +23 +0.3%
CAN
1120
Claraphi Advisory Network
United States
$713K -$152K -1,380 -17%
S
1121
SignatureFD
Georgia
$706K -$57K -517 -7%
CA
1122
Centerpoint Advisors
Massachusetts
$700K -$11K -100 -1%
MAA
1123
Mraz Amerine & Associates
California
$695K +$4.41K +40 +0.6%
RWA
1124
Redhawk Wealth Advisors
Minnesota
$695K +$54K +490 +8%
SIA
1125
SeaBridge Investment Advisors
New Jersey
$694K -$2.2K -20 -0.3%