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Name Holding Trade Value Shares
Change
Change in
Stake
LSA
926
L & S Advisors
California
$16.6M +$2.46M +47,052 +19%
CI
927
Conning Inc
Connecticut
$16.5M -$460K -8,796 -3%
BAAM
928
Baker Avenue Asset Management
California
$16.5M +$86.2K +1,648 +0.6%
BAM
929
Belpointe Asset Management
Nevada
$16.5M +$3.63M +69,488 +31%
GIP
930
Granite Investment Partners
California
$16.5M -$166K -3,180 -1%
HFS
931
Haverford Financial Services
Pennsylvania
$16.4M -$41.4K -792 -0.3%
PTC
932
Private Trust Company
Ohio
$16.4M +$176K +3,364 +1%
MAM
933
Mark Asset Management
New York
$16.3M +$2.8M +53,532 +22%
MLFP
934
MPS Loria Financial Planners
Illinois
$16.2M -$216K -4,124 -1%
ET
935
Equitable Trust
Tennessee
$16.2M +$337K +6,440 +2%
S
936
SignatureFD
Georgia
$16.2M +$775K +14,820 +5%
DAS
937
Dynamic Advisor Solutions
Arizona
$16.2M -$312K -5,972 -2%
NL
938
NWAM LLC
Washington
$16.2M +$2.48M +47,508 +20%
KFGK
939
Keystone Financial Group (Kentucky)
Kentucky
$16.1M -$230K -4,396 -2%
KPW
940
Kore Private Wealth
New York
$16.1M -$2.05M -39,136 -12%
DLA
941
Douglas Lane & Associates
New York
$16M -$481K -9,200 -3%
AF
942
Advisornet Financial
Minnesota
$16M +$1.04M +19,816 +7%
CM
943
Churchill Management
California
$16M +$1.01M +19,288 +7%
SS
944
Simplicity Solutions
Minnesota
$16M +$2.3M +43,924 +18%
1IA
945
1834 Investment Advisors
Wisconsin
$15.9M -$582K -11,140 -4%
LA
946
Lau Associates
Delaware
$15.9M -$31.4K -600 -0.2%
TW
947
TrinityPoint Wealth
Connecticut
$15.9M +$1.2M +22,984 +10%
FG
948
Fiduciary Group
Georgia
$15.9M -$1.34M -25,696 -8%
MFAM
949
Motley Fool Asset Management
Virginia
$15.9M -$1.47M -28,144 -9%
AF
950
Arrow Financial
New York
$15.9M -$1.04M -19,836 -7%