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Name Holding Trade Value Shares
Change
Change in
Stake
CG
801
Caprock Group
Idaho
$696K -$328K -4,307 -31%
CCM
802
Coldstream Capital Management
Washington
$695K -$126K -1,660 -15%
FFO
803
Fiduciary Family Office
Florida
$690K -$18K -237 -2%
HFM
804
Hartford Funds Management
Pennsylvania
$689K +$95.8K +1,259 +16%
BFM
805
Boothbay Fund Management
New York
$689K +$711K +9,349 New
WETS
806
Wealth Enhancement Trust Services
South Dakota
$687K +$709K +9,319 New
PAG
807
Powers Advisory Group
Illinois
$686K -$13.8K -182 -2%
PCA
808
Pallas Capital Advisors
Massachusetts
$684K +$121K +1,585 +21%
MA
809
Mutual Advisors
Nebraska
$684K +$14.5K +190 +2%
MWM
810
Modern Wealth Management
Kansas
$682K -$55.7K -732 -7%
MTC
811
McDaniel Terry & Co
Texas
$681K +$228 +3 +0%
FFC
812
First Financial Corp
Indiana
$680K +$989 +13 +0.1%
TE
813
Tema ETFs
New York
$678K -$1.83K -24 -0.3%
ATC
814
Argent Trust Co
Tennessee
$678K -$123K -1,612 -15%
NIM
815
Northeast Investment Management
Massachusetts
$676K
NAMP
816
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$674K -$38K -500 -5%
BP
817
BNP Paribas
France
$673K +$695K +9,130 New
MT
818
Midwest Trust
Kansas
$672K -$13.9K -183 -2%
GBT
819
Grove Bank & Trust
Florida
$670K +$51.6K +678 +8%
BFG
820
Beacon Financial Group
Texas
$666K -$100K -1,318 -13%
WPC
821
Waters Parkerson & Co
Louisiana
$664K
IFG
822
Independent Financial Group
California
$662K -$46.1K -606 -6%
TF
823
Tompkins Financial
New York
$660K
PNC
824
Park National Corp
Ohio
$659K -$13.5K -177 -2%
SL
825
Summitry LLC
California
$659K -$25.8K -339 -4%