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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
751
Fragasso Financial Advisors
Pennsylvania
$3.88M -$284K -8,039 -7%
ACM
752
Altrius Capital Management
North Carolina
$3.88M +$23.1K +653 +0.6%
FBT
753
First Bank & Trust
South Dakota
$3.87M +$615K +17,374 +20%
IFAM
754
Institutional & Family Asset Management
Colorado
$3.86M -$1.05M -29,598 -22%
EA
755
Ellsworth Advisors
Ohio
$3.86M -$198K -5,597 -5%
LOAME
756
Lombard Odier Asset Management (Europe)
United Kingdom
$3.85M -$62.6K -1,768 -2%
WA
757
Wasatch Advisors
Utah
$3.85M +$1.77K +50 +0%
VFG
758
V2 Financial group
Illinois
$3.85M -$75.9K -2,145 -2%
AAS
759
Annex Advisory Services
Wisconsin
$3.84M +$3.2M +90,336 +781%
BAM
760
Belpointe Asset Management
Nevada
$3.84M -$823K -23,264 -19%
ZAM
761
Zevin Asset Management
Massachusetts
$3.83M -$1.16M -32,873 -24%
TCM
762
Tufton Capital Management
Maryland
$3.8M -$762K -21,536 -18%
PT
763
Plimoth Trust
Massachusetts
$3.79M -$156K -4,410 -4%
TG
764
TCW Group
California
$3.77M +$2.6M +73,607 +274%
BFG
765
Bleakley Financial Group
New Jersey
$3.76M +$521K +14,722 +17%
DEA
766
DoubleLine ETF Adviser
Florida
$3.75M +$183K +5,182 +5%
HH
767
Hilltop Holdings
Texas
$3.75M -$105K -2,978 -3%
FAM
768
Fred Alger Management
New York
$3.74M +$231K +6,523 +7%
BOCM
769
Bontempo Ohly Capital Management
Maryland
$3.73M +$147K +4,167 +4%
GFA
770
Gifford Fong Associates
California
$3.71M – – –
MHS
771
M Holdings Securities
Oregon
$3.71M +$310K +8,755 +10%
BCFS
772
Butensky & Cohen Financial Security
Florida
$3.69M +$29.6K +837 +0.9%
SL
773
Summitry LLC
California
$3.69M +$119K +3,363 +4%
PS
774
Principal Securities
Iowa
$3.69M +$3.46M +97,772 New
GRP
775
Global Retirement Partners
California
$3.68M +$148K +4,179 +5%