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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
751
Aries Wealth Management
Maine
$595K -$25K -290 -4%
FMWA
752
Forvis Mazars Wealth Advisors
Missouri
$594K +$81.5K +944 +14%
AM
753
AGF Management
Ontario, Canada
$594K +$661K +7,659 New
BFWM
754
Bright Futures Wealth Management
New York
$592K -$165K -1,913 -20%
CWM
755
Chemistry Wealth Management
New York
$587K -$85.3K -988 -12%
V
756
VeraBank
Texas
$587K -$157K -1,823 -19%
BAM
757
Belpointe Asset Management
Nevada
$584K +$245K +2,833 +60%
PA
758
Probity Advisors
Texas
$584K -$19.5K -226 -3%
PTC
759
Private Trust Company
Ohio
$584K -$34.1K -395 -5%
MWM
760
Mattern Wealth Management
Kansas
$583K
Kovitz Investment Group Partners
761
Kovitz Investment Group Partners
Illinois
$582K -$158K -1,835 -20%
BFO
762
Boston Family Office
Massachusetts
$582K -$21.6K -250 -3%
ADMI
763
Albert D. Mason Inc
Massachusetts
$579K
FCG
764
Fielder Capital Group
Tennessee
$579K -$46.3K -536 -7%
GAM
765
Gotham Asset Management
New York
$578K -$18.7K -217 -3%
NSUP
766
NLB Skladi upravljanje premozenja
$576K
SFG
767
Seamount Financial Group
Colorado
$574K -$79.8K -925 -11%
CAM
768
Councilmark Asset Management
Tennessee
$573K +$3.02K +35 +0.5%
AG
769
Ascent Group
Virginia
$570K -$47.4K -549 -7%
SP
770
SmartHarvest Portfolios
Washington
$567K +$370K +4,291 +142%
TCOV
771
Trust Company of Vermont
Vermont
$561K +$624K +7,232 New
BB
772
Busey Bank
Illinois
$560K -$45.8K -531 -7%
Kayne Anderson Rudnick Investment Management
773
Kayne Anderson Rudnick Investment Management
California
$559K +$8.46K +98 +1%
KA
774
Kovack Advisors
Florida
$558K -$38.6K -447 -6%
WT
775
Washington Trust
Rhode Island
$557K +$66K +765 +12%