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Name Holding Trade Value Shares
Change
Change in
Stake
ICM
1001
IMS Capital Management
Oregon
$504K -$52.1K -300 -10%
MA
1002
Mutual Advisors
Nebraska
$497K +$83.2K +479 +22%
NSB
1003
Norway Savings Bank
Maine
$490K +$76.8K +442 +20%
CWM
1004
Circle Wealth Management
New Jersey
$488K
KPW
1005
Kore Private Wealth
New York
$486K +$53.5K +308 +13%
JWCA
1006
J.W. Cole Advisors
Florida
$483K +$168K +966 +59%
GFP
1007
Gryphon Financial Partners
Ohio
$481K +$9.55K +55 +2%
BMCM
1008
Burns Matteson Capital Management
New York
$477K +$14.8K +85 +3%
PCP
1009
Proficio Capital Partners
Massachusetts
$477K -$868 -5 -0.2%
IF
1010
Intrua Financial
Texas
$474K +$23.8K +137 +6%
EWM
1011
Evermay Wealth Management
Virginia
$473K
SFO
1012
Standard Family Office
South Dakota
$471K
WSC
1013
Wellington Shields & Co
New York
$471K
MP
1014
McDonald Partners
Ohio
$470K
VC
1015
Veery Capital
Delaware
$469K
BAM
1016
Belpointe Asset Management
Nevada
$469K +$65.5K +377 +18%
WGA
1017
Weather Gauge Advisory
Virginia
$467K +$174 +1 +0%
CCM
1018
Chilton Capital Management
Texas
$466K +$47.4K +273 +12%
SC
1019
Savant Capital
Illinois
$463K +$4.86K +28 +1%
VPI
1020
Value Partners Investments
Manitoba, Canada
$463K +$78.7K +453 +22%
AOWM
1021
Alpha Omega Wealth Management
Virginia
$462K
LSAG
1022
Lake Street Advisors Group
New Hampshire
$462K +$2.78K +16 +0.7%
EFSCE
1023
Enterprise Financial Services Corp (EFSC)
Missouri
$458K +$54K +311 +14%
NC
1024
NovaPoint Capital
Georgia
$457K +$4.86K +28 +1%
PCA
1025
Peddock Capital Advisors
Massachusetts
$451K -$43.8K -252 -10%