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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
301
Belpointe Asset Management
Nevada
$269K +$77K +859 +48%
KBC Group
302
KBC Group
Belgium
$267K -$234K -2,608 -50%
VAS
303
Vestmark Advisory Solutions
Massachusetts
$262K -$30K -335 -12%
WAM
304
World Asset Management
Michigan
$254K -$10.1K -113 -4%
ONB
305
Old National Bancorp
Indiana
$250K +$219K +2,439 New
IFG
306
Independent Financial Group
California
$238K +$208K +2,321 New
Creative Planning
307
Creative Planning
Kansas
$232K +$1.43K +16 +0.7%
EFSCE
308
Enterprise Financial Services Corp (EFSC)
Missouri
$230K +$202K +2,250 New
CI
309
Cigna Investments
Connecticut
$228K -$4.48K -50 -2%
MIAS
310
Mason Investment Advisory Services
Virginia
$227K
HAG
311
HighPoint Advisor Group
Illinois
$226K +$198K +2,209 New
HCM
312
Hilton Capital Management
New York
$223K -$24.8K -277 -11%
BCA
313
Biltmore Capital Advisors
New Jersey
$223K
CNC
314
Canandaigua National Corp
New York
$218K -$24.3K -271 -11%
PCP
315
Proficio Capital Partners
Massachusetts
$212K -$28.6K -319 -13%
IRF
316
IBM Retirement Fund
New York
$212K +$186K +2,076 New
NIMI
317
Natixis Investment Managers International
France
$206K +$35.9K +401 +25%
SKK
318
Shepherd Kaplan Krochuk
Massachusetts
$205K +$179K +2,000 New
Vontobel Holding
319
Vontobel Holding
Switzerland
$202K +$177K +1,972 New
LSA
320
Leonteq Securities AG
Switzerland
$187K +$32.4K +361 +25%
HIA
321
Harbor Investment Advisory
Maryland
$183K +$83.3K +929 +108%
AF
322
Advisornet Financial
Minnesota
$174K
PVH
323
Psagot Value Holdings
Israel
$168K +$26.9K +300 +22%
FCA
324
FinTrust Capital Advisors
South Carolina
$159K
SOW
325
State of Wyoming
Wyoming
$144K -$23.4K -261 -16%