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Name Holding Trade Value Shares
Change
Change in
Stake
KFP
676
KMG Fiduciary Partners
Ohio
$2.59M +$183K +9,599 +8%
DGAM
677
Desjardins Global Asset Management
Quebec, Canada
$2.58M +$553K +28,942 +27%
BAM
678
Belpointe Asset Management
Nevada
$2.58M -$721K -37,735 -22%
SMFG
679
Sumitomo Mitsui Financial Group
Japan
$2.57M -$54.6K -2,858 -2%
PA
680
Parallel Advisors
California
$2.55M +$61.8K +3,235 +3%
AW
681
Apricus Wealth
South Carolina
$2.54M +$211K +11,050 +9%
PAM
682
Private Asset Management
California
$2.53M -$294K -15,388 -10%
RWS
683
Resolute Wealth Strategies
Mississippi
$2.52M +$2.5M +131,070 New
FNB
684
Farmers National Bank
Kentucky
$2.52M +$57.6K +3,016 +2%
AssetMark Inc
685
AssetMark Inc
California
$2.51M +$750K +39,264 +43%
GWM
686
Geneos Wealth Management
Colorado
$2.51M -$30.9K -1,615 -1%
AP
687
Appleton Partners
Massachusetts
$2.5M +$231K +12,063 +10%
CAM
688
Cubic Asset Management
Massachusetts
$2.49M +$11K +575 +0.4%
CA
689
Corrado Advisors
New Jersey
$2.48M +$49.7K +2,598 +2%
AMIM
690
Aull & Monroe Investment Management
Alabama
$2.47M -$45.5K -2,380 -2%
CCP
691
Clough Capital Partners
Massachusetts
$2.47M
DA
692
DCF Advisers
Connecticut
$2.45M -$287K -15,000 -11%
MCA
693
Millennium Capital Advisors
Arkansas
$2.45M -$21K -1,099 -0.9%
CW
694
CreativeOne Wealth
Kansas
$2.45M +$169K +8,849 +7%
SFA
695
Sequoia Financial Advisors
Ohio
$2.45M +$127K +6,651 +6%
HH
696
Hilltop Holdings
Texas
$2.44M +$275K +14,407 +13%
WWM
697
Western Wealth Management
Colorado
$2.44M +$176K +9,201 +8%
QPWM
698
Quadrant Private Wealth Management
Pennsylvania
$2.43M -$36.4K -1,905 -1%
SGC
699
Slocum, Gordon & Co
Rhode Island
$2.42M -$339K -17,746 -12%
BCWM
700
Bartlett & Co Wealth Management
Ohio
$2.42M -$53.2K -2,785 -2%