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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
901
Belpointe Asset Management
Nevada
$879K +$230K +1,956 +40%
CRWM
902
Castle Rock Wealth Management
California
$878K +$160K +1,365 +22%
ABC
903
Associated Banc-Corp
Wisconsin
$876K +$65.8K +561 +9%
IFG
904
Investors Financial Group
Minnesota
$876K +$802K +6,830 New
OFS
905
OneAscent Financial Services
Alabama
$875K +$801K +6,822 New
RIA
906
Realta Investment Advisors
Delaware
$872K -$125K -1,064 -13%
ORI
907
Oak Ridge Investments
Illinois
$865K -$84.4K -719 -10%
CI Investments Inc
908
CI Investments Inc
Ontario, Canada
$865K +$243K +2,070 +44%
PA
909
Parallel Advisors
California
$864K +$2.23K +19 +0.3%
AIM
910
Anchor Investment Management
South Carolina
$862K
CCM
911
Crossvault Capital Management
Texas
$856K +$41.1K +350 +6%
MWM
912
Mattern Wealth Management
Kansas
$850K +$778K +6,630 New
PCMC
913
Paragon Capital Management (Colorado)
Colorado
$847K
FIB
914
First Interstate Bank
Montana
$846K +$62.2K +530 +9%
HB
915
Horizon Bancorp
Indiana
$846K +$775K +6,602 New
SWM
916
Stockman Wealth Management
Montana
$841K -$22.7K -193 -3%
OIA
917
OneDigital Investment Advisors
Kansas
$837K -$76.5K -652 -9%
WB
918
Webster Bank
Connecticut
$837K
JWCA
919
J.W. Cole Advisors
Florida
$837K +$767K +6,531 New
GG
920
Gleason Group
Kentucky
$837K +$767K +6,532 New
CPA
921
Court Place Advisors
Maryland
$835K
BWM
922
Buckley Wealth Management
Nevada
$831K -$229K -1,950 -23%
AB
923
Atlas Brown
Kentucky
$830K +$5.05K +43 +0.7%
TCM
924
Tuttle Capital Management
Connecticut
$825K -$153K -1,300 -17%
ERIM
925
Eagle Ridge Investment Management
Connecticut
$821K