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Name Holding Trade Value Shares
Change
Change in
Stake
PP
476
Palladium Partners
Virginia
$241K
SC
477
Soundwatch Capital
Connecticut
$241K
FC
478
Ferris Capital
Massachusetts
$241K +$246K +1,000 New
QC
479
QCM Cayman
Texas
$239K +$244K +991 New
FFN
480
Focus Financial Network
Minnesota
$239K +$243K +989 New
BAM
481
Belpointe Asset Management
Nevada
$238K -$134K -545 -36%
MA
482
MONECO Advisors
Connecticut
$238K
VWM
483
Venturi Wealth Management
Texas
$238K +$242K +986 New
CAG
484
Crestwood Advisors Group
Massachusetts
$237K +$241K +982 New
AFG
485
Albion Financial Group
Utah
$236K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
486
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$233K -$1M -4,082 -81%
VBCG
487
Valley Brook Capital Group
Pennsylvania
$233K +$54.1K +220 +29%
NFG
488
Norris Financial Group
South Carolina
$232K -$6.39K -26 -3%
PWAG
489
Polaris Wealth Advisory Group
California
$232K +$246K +1,000 New
DWM
490
Drive Wealth Management
Utah
$228K +$737 +3 +0.3%
TPM
491
Triasima Portfolio Management
Quebec, Canada
$224K -$25.6K -104 -10%
CB
492
Commerce Bank
Missouri
$224K -$11.5K -47 -5%
OIA
493
Optimum Investment Advisors
Illinois
$223K
SSB
494
Sandy Spring Bank
Maryland
$223K +$147K +600 +183%
SIC
495
Salem Investment Counselors
North Carolina
$221K +$226K +918 New
DWT
496
Dorsey & Whitney Trust
South Dakota
$219K +$37.6K +153 +20%
RG
497
Rathbones Group
United Kingdom
$218K -$206K -838 -48%
H
498
HoyleCohen
California
$217K -$7.86K -32 -3%
Allspring Global Investments
499
Allspring Global Investments
North Carolina
$215K +$20.1K +82 +10%
HIC
500
Holderness Investments Company
North Carolina
$213K -$3.19K -13 -1%