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