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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1576
Dakota Wealth Management
Florida
$566K +$51.5K +387 +9%
CT
1577
Columbia Trust
Oregon
$564K +$540K +4,057 +278%
MIM
1578
MTM Investment Management
South Carolina
$563K +$49.9K +375 +8%
QI
1579
Qtron Investments
Massachusetts
$562K – – –
SSCA
1580
South Shore Capital Advisors
Massachusetts
$561K +$149K +1,120 +30%
MFC
1581
Mechanics Financial Corp
Ohio
$559K +$27.9K +210 +5%
VWA
1582
Visionary Wealth Advisors
Illinois
$559K +$261K +1,960 +68%
LC
1583
LCNB Corp
Ohio
$559K +$297K +2,233 +86%
CAMG
1584
CWA Asset Management Group
Florida
$555K -$497K -3,734 -44%
AI
1585
Accredited Investors
Minnesota
$555K +$78.5K +590 +14%
CPIG
1586
Chicago Partners Investment Group
Illinois
$554K -$191K -1,432 -17%
FIM
1587
Freedom Investment Management
Connecticut
$554K -$190K -1,430 -23%
SAM
1588
S.A. Mason
Michigan
$553K +$5.32K +40 +0.8%
RIA
1589
Regal Investment Advisors
Michigan
$552K +$2.53K +19 +0.4%
RWA
1590
Ropes Wealth Advisors
Massachusetts
$548K -$78.1K -587 -11%
DBIA
1591
Dumont & Blake Investment Advisors
New Jersey
$548K +$16.4K +123 +3%
CPSC
1592
Carl P. Sherr & Co
Massachusetts
$545K -$46.6K -350 -7%
NF
1593
NTB Financial
Colorado
$545K +$208K +1,560 +50%
TSW
1594
Thompson Siegel & Walmsley
Virginia
$545K +$569K +4,275 +972%
JM
1595
Jeneq Management
New York
$544K -$18.9M -142,100 -97%
CA
1596
Calton & Associates
Florida
$538K +$128K +960 +26%
GL
1597
Graypoint LLC
New York
$538K +$258K +1,938 +72%
SBH
1598
Segall Bryant & Hamill
Illinois
$537K -$403K -3,029 -39%
RHBC
1599
R.H. Bluestein & Co
Michigan
$536K +$170K +1,274 +38%
FTC
1600
Farmers Trust Company
Ohio
$535K +$15K +113 +3%