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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
951
Prospera Financial Services
Texas
$541K +$506K +11,716 New
PP
952
Patten & Patten
Tennessee
$537K -$6.48K -150 -1%
BAM
953
Belpointe Asset Management
Nevada
$528K +$77.4K +1,790 +17%
MCM
954
Manchester Capital Management
Vermont
$528K +$86K +1,989 +20%
BA
955
Bristol Advisors
Pennsylvania
$523K +$519K +12,000 New
BHWM
956
Bar Harbor Wealth Management
New Hampshire
$519K -$12.9K -298 -2%
HSA
957
HBK Sorce Advisory
Pennsylvania
$517K +$23.3K +540 +5%
AWM
958
Altium Wealth Management
New York
$517K +$75.9K +1,756 +17%
WA1
959
Wimmer Associates 1
California
$516K +$19.8K +458 +4%
MWPCG
960
Measured Wealth Private Client Group
New Hampshire
$516K +$512K +11,838 New
BIAS
961
Beacon Investment Advisory Services
New Jersey
$507K -$163K -3,771 -24%
CAM
962
Cypress Asset Management
Texas
$503K -$199K -4,597 -28%
RWA
963
Ropes Wealth Advisors
Massachusetts
$500K -$157K -3,641 -24%
ANRIA
964
American National Registered Investment Advisor
Texas
$499K -$13.5K -313 -3%
BWM
965
BigSur Wealth Management
Florida
$498K
BLAM
966
Bourne Lent Asset Management
New York
$497K
WSC
967
Wellington Shields & Co
New York
$497K +$86.4K +2,000 +21%
CBN
968
Cadence Bank NA
Texas
$495K +$19.3K +447 +4%
BSPF
969
British Steel Pension Fund
United Kingdom
$493K -$51.7K -1,197 -10%
SMC
970
Smith, Moore & Co
Missouri
$493K -$25.3K -586 -5%
APA
971
American Portfolios Advisors
New York
$493K -$1.64K -38 -0.3%
BAS
972
Brown Advisory Securities
Maryland
$486K -$246K -5,682 -34%
WIC
973
Woodmont Investment Counsel
Tennessee
$485K -$146K -3,373 -23%
WAM
974
Weatherly Asset Management
California
$485K +$36.6K +847 +8%
SCM
975
SOL Capital Management
Maryland
$478K +$63.5K +1,470 +15%