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Name Holding Trade Value Shares
Change
Change in
Stake
FIB
1251
First Interstate Bank
Montana
$536K +$13K +83 +2%
SWM
1252
Stockman Wealth Management
Montana
$535K +$7.06K +45 +1%
TAM
1253
Tealwood Asset Management
Minnesota
$533K – – –
NICM
1254
Neo Ivy Capital Management
New York
$533K +$561K +3,576 New
SVCP
1255
Silicon Valley Capital Partners
California
$531K -$403K -2,567 -42%
IFWM
1256
Institute for Wealth Management
Colorado
$531K -$144K -918 -20%
BB
1257
Berkshire Bank
Massachusetts
$531K +$97K +618 +21%
BOPW
1258
Brandywine Oak Private Wealth
Pennsylvania
$530K -$33.6K -214 -6%
SWM
1259
Salvus Wealth Management
New Jersey
$529K +$3.77K +24 +0.7%
ZCA
1260
Zeke Capital Advisors
Pennsylvania
$529K -$93.8K -598 -14%
MCF Advisors
1261
MCF Advisors
Kentucky
$527K +$471 +3 +0.1%
AA
1262
Apriem Advisors
California
$525K +$28.4K +181 +5%
CG
1263
Clifford Group
Massachusetts
$525K +$553K +3,522 New
GLA
1264
Good Life Advisors
Pennsylvania
$524K +$12.7K +81 +2%
Marex Group
1265
Marex Group
$524K +$551K +3,513 New
MUAMU
1266
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$522K – – –
STAS
1267
Strong Tower Advisory Services
Minnesota
$521K – – –
Foster Group
1268
Foster Group
Iowa
$520K -$39.5K -252 -7%
CHJWM
1269
Carlton Hofferkamp & Jenks Wealth Management
Texas
$518K -$4.39K -28 -0.9%
Choreo LLC
1270
Choreo LLC
Illinois
$518K -$78.1K -498 -13%
IF
1271
Intrua Financial
Texas
$518K +$218K +1,391 +75%
RGC
1272
Roberts, Glore & Co
Illinois
$514K +$5.02K +32 +0.9%
PPWP
1273
Proquility Private Wealth Partners
Nevada
$514K -$173K -1,101 -24%
DA
1274
Dover Advisors
Virginia
$514K +$541K +3,446 New
AIA Group
1275
AIA Group
Hong Kong
$513K -$315K -2,010 -37%