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Name Holding Trade Value Shares
Change
Change in
Stake
NB
751
NBT Bank
New York
$602K -$35K -405 -5%
AWM
752
Aries Wealth Management
Maine
$595K -$25K -290 -4%
FMWA
753
Forvis Mazars Wealth Advisors
Missouri
$594K +$81.5K +944 +14%
AM
754
AGF Management
Ontario, Canada
$594K +$661K +7,659 New
BFWM
755
Bright Futures Wealth Management
New York
$592K -$165K -1,913 -20%
CWM
756
Chemistry Wealth Management
New York
$587K -$85.3K -988 -12%
V
757
VeraBank
Texas
$587K -$157K -1,823 -19%
BAM
758
Belpointe Asset Management
Nevada
$584K +$245K +2,833 +60%
PA
759
Probity Advisors
Texas
$584K -$19.5K -226 -3%
PTC
760
Private Trust Company
Ohio
$584K -$34.1K -395 -5%
MWM
761
Mattern Wealth Management
Kansas
$583K – – –
Kovitz Investment Group Partners
762
Kovitz Investment Group Partners
Illinois
$582K -$158K -1,835 -20%
BFO
763
Boston Family Office
Massachusetts
$582K -$21.6K -250 -3%
ADMI
764
Albert D. Mason Inc
Massachusetts
$579K – – –
FCG
765
Fielder Capital Group
Tennessee
$579K -$46.3K -536 -7%
GAM
766
Gotham Asset Management
New York
$578K -$18.7K -217 -3%
NSUP
767
NLB Skladi upravljanje premozenja
$576K – – –
SFG
768
Seamount Financial Group
Colorado
$574K -$79.8K -925 -11%
CAM
769
Councilmark Asset Management
Tennessee
$573K +$3.02K +35 +0.5%
AG
770
Ascent Group
Virginia
$570K -$47.4K -549 -7%
SP
771
SmartHarvest Portfolios
Washington
$567K +$370K +4,291 +142%
TCOV
772
Trust Company of Vermont
Vermont
$561K +$624K +7,232 New
BB
773
Busey Bank
Illinois
$560K -$45.8K -531 -7%
Kayne Anderson Rudnick Investment Management
774
Kayne Anderson Rudnick Investment Management
California
$559K +$8.46K +98 +1%
KA
775
Kovack Advisors
Florida
$558K -$38.6K -447 -6%