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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
701
Palisade Asset Management
Minnesota
$3.77M – – –
Focus Partners Advisor Solutions
702
Focus Partners Advisor Solutions
Missouri
$3.75M +$34.7K +1,379 +1%
PCA
703
Providence Capital Advisors
North Carolina
$3.75M -$1.31M -52,160 -28%
FG
704
Fiduciary Group
Georgia
$3.75M -$57K -2,268 -2%
WA
705
WealthTrust Axiom
Pennsylvania
$3.73M +$75.3K +2,994 +2%
Fifth Third Wealth Advisors
706
Fifth Third Wealth Advisors
Ohio
$3.73M +$45.9K +1,825 +1%
RWS
707
Resolute Wealth Strategies
Mississippi
$3.73M +$16.4K +651 +0.5%
SHFA
708
SS&H Financial Advisors
Michigan
$3.72M -$30.2K -1,200 -0.9%
Belpointe Asset Management
709
Belpointe Asset Management
Nevada
$3.71M -$519K -20,638 -14%
TD Private Client Wealth
710
TD Private Client Wealth
New York
$3.69M -$1.1M -43,614 -25%
VFG
711
V2 Financial group
Illinois
$3.69M -$230K -9,132 -7%
JFGIW
712
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.69M +$119K +4,725 +4%
WFA
713
WMG Financial Advisors
Tennessee
$3.69M -$82.4K -3,278 -2%
DAM
714
Delta Asset Management
Tennessee
$3.69M -$12.4K -495 -0.4%
CCIA
715
Cherry Creek Investment Advisors
Colorado
$3.68M +$214K +8,497 +7%
NB
716
NBT Bank
New York
$3.66M +$226K +8,989 +7%
RWA Wealth Partners
717
RWA Wealth Partners
Massachusetts
$3.65M -$709K -28,202 -18%
WCMN
718
Westchester Capital Management (Nebraska)
Nebraska
$3.65M -$36.2K -1,438 -1%
Tocqueville Asset Management
719
Tocqueville Asset Management
New York
$3.65M +$79.6K +3,167 +3%
TAP
720
Tounjian Advisory Partners
Florida
$3.63M +$3.23M +128,398 New
CSA
721
Cornerstone Select Advisors
Missouri
$3.63M +$165K +6,571 +5%
MFG
722
Mosaic Financial Group
Illinois
$3.63M -$3.09M -122,996 -49%
Bessemer Group
723
Bessemer Group
New Jersey
$3.62M -$5M -199,019 -61%
PCTC
724
Perkins Coie Trust Company
Washington
$3.62M -$83.4K -3,316 -3%
Perpetual Ltd
725
Perpetual Ltd
Australia
$3.61M – – –