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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1426
Berkshire Asset Management
Pennsylvania
$630K – – –
PMA
1427
Prudent Man Advisors
Illinois
$630K – – –
BSC
1428
Brown Shipley & Co
United Kingdom
$628K -$51.5K -302 -8%
WDL
1429
Well Done LLC
Michigan
$627K +$68.7K +403 +13%
PC
1430
Permanens Capital
New York
$626K +$612K +3,589 New
VCP
1431
Verus Capital Partners
Arizona
$621K -$16.9K -99 -3%
EB
1432
Eastern Bank
Massachusetts
$621K +$609K +3,574 New
DWM
1433
Dogwood Wealth Management
Kansas
$620K +$599K +3,514 +6,165%
WAM
1434
WealthTrust Asset Management
Florida
$619K +$607K +3,563 New
SAG
1435
SageView Advisory Group
California
$619K -$297K -1,743 -33%
KWMG
1436
King Wealth Management Group
Florida
$618K +$17.2K +101 +3%
TWM
1437
Tradition Wealth Management
Minnesota
$617K +$235K +1,381 +64%
AWCI
1438
Alpine Woods Capital Investors
New York
$616K – – –
SIMG
1439
Stephens Investment Management Group
Texas
$616K – – –
CCG
1440
Catalina Capital Group
California
$616K +$33.7K +198 +6%
ARC
1441
Advisor Resource Council
Texas
$613K +$601K +3,527 New
NRC
1442
New Republic Capital
North Carolina
$612K -$134K -788 -18%
MC
1443
Matisse Capital
Oregon
$612K – – –
MFA
1444
Mayflower Financial Advisors
Massachusetts
$612K +$37K +217 +7%
FBT
1445
First Bank & Trust
South Dakota
$611K +$41.2K +242 +7%
KWM
1446
Kolinsky Wealth Management
New Jersey
$611K +$21.6K +127 +4%
CPIG
1447
Chicago Partners Investment Group
Illinois
$611K -$2.21K -13 -0.4%
SG
1448
StoneX Group
New York
$610K +$66.5K +390 +13%
MA
1449
Mezzasalma Advisors
New Jersey
$609K +$597K +3,504 New
RAM
1450
Readystate Asset Management
Illinois
$608K +$597K +3,502 New