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Name Holding Trade Value Shares
Change
Change in
Stake
VC
1001
Veery Capital
Delaware
$432K +$424K +2,609 New
GFP
1002
Gryphon Financial Partners
Ohio
$429K +$1.95K +12 +0.5%
GIA
1003
Gateway Investment Advisers
Ohio
$428K -$70.1K -431 -14%
CCM
1004
Coldstream Capital Management
Washington
$424K +$156K +958 +60%
SC
1005
Savant Capital
Illinois
$423K -$163 -1 -0%
AC
1006
Abbrea Capital
California
$421K +$207K +1,275 +101%
EWM
1007
Evermay Wealth Management
Virginia
$420K
WGA
1008
Weather Gauge Advisory
Virginia
$419K -$1.95K -12 -0.5%
AWA
1009
Arete Wealth Advisors
Illinois
$418K -$5.2K -32 -1%
WSC
1010
Wellington Shields & Co
New York
$418K
OPPTF
1011
OPSEU Pension Plan Trust Fund
Ontario, Canada
$417K +$8.29K +51 +2%
CF
1012
Copperwynd Financial
Arizona
$416K +$65.7K +404 +19%
RWM
1013
Ritholtz Wealth Management
New York
$415K +$30.7K +189 +8%
HA
1014
Harfst & Associates
Wyoming
$412K +$49.6K +305 +14%
PRC
1015
Pearl River Capital
Michigan
$412K +$405K +2,491 New
PCA
1016
Peddock Capital Advisors
Massachusetts
$410K
AOWM
1017
Alpha Omega Wealth Management
Virginia
$410K +$2.44K +15 +0.6%
BAM
1018
Belpointe Asset Management
Nevada
$407K -$83.6K -514 -17%
BOPW
1019
Brandywine Oak Private Wealth
Pennsylvania
$407K
HL
1020
HeadInvest LLC
Maine
$402K +$395K +2,428 New
TAM
1021
Taurus Asset Management
New York
$400K -$525K -3,226 -57%
FPA
1022
First Pacific Advisors
California
$398K -$12.2K -75 -3%
CCG
1023
Ceeto Capital Group
Florida
$396K
PAM
1024
Peak Asset Management
Colorado
$396K +$14.6K +90 +4%
BHWM
1025
Bar Harbor Wealth Management
New Hampshire
$393K