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Name Holding Trade Value Shares
Change
Change in
Stake
BOTW
776
Bank of the West
California
$3.9M +$154K +1,367 +4%
MOS
777
MGO One Seven
Ohio
$3.88M +$560K +4,966 +18%
MWM
778
Madison Wealth Management
Ohio
$3.88M +$135K +1,197 +4%
QIM
779
Quantitative Investment Management
Virginia
$3.84M +$3.7M +32,807 New
LA
780
LVW Advisors
New York
$3.83M -$153K -1,354 -4%
KCM
781
Kornitzer Capital Management
Kansas
$3.81M -$25.4K -225 -0.7%
GDP
782
Great Diamond Partners
Maine
$3.81M -$10.5K -93 -0.3%
BBWA
783
Bell & Brown Wealth Advisors
California
$3.81M +$173K +1,530 +4%
PCP
784
Proficio Capital Partners
Massachusetts
$3.81M +$3.5K +31 +0.1%
RG
785
Rathbones Group
United Kingdom
$3.8M -$73.5K -652 -2%
BEC
786
Blue Edge Capital
Virginia
$3.79M -$47.6K -422 -1%
LSAG
787
Lake Street Advisors Group
New Hampshire
$3.79M -$6.76K -60 -0.2%
HNW
788
High Note Wealth
Minnesota
$3.77M +$64.5K +572 +2%
TA
789
Tiedemann Advisors
New York
$3.77M -$1.8K -16 -0%
KRSITF
790
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.75M +$158K +1,405 +5%
First Eagle Investment Management
791
First Eagle Investment Management
New York
$3.72M -$679K -6,020 -16%
MIC
792
Means Investment Company
Maine
$3.72M +$13.3K +118 +0.4%
NF
793
NTB Financial
Colorado
$3.72M +$3.58M +31,775 New
1SB
794
1ST Source Bank
Indiana
$3.71M
GC
795
Gould Capital
Washington
$3.69M +$3.56M +31,575 New
VV
796
Verity & Verity
South Carolina
$3.68M -$43K -381 -1%
RGC
797
Roberts, Glore & Co
Illinois
$3.68M -$31.5K -279 -0.9%
BZWA
798
Blue Zone Wealth Advisors
California
$3.63M +$79.7K +707 +2%
PWM
799
Perigon Wealth Management
California
$3.62M +$234K +2,077 +7%
CG
800
Colony Group
Massachusetts
$3.62M -$227K -2,012 -6%