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Name Holding Trade Value Shares
Change
Change in
Stake
LGF
301
LGT Group Foundation
Liechtenstein
$377K +$90.2K +884 +37%
AWM
302
Axxcess Wealth Management
California
$372K +$332K +3,250 New
BAM
303
Belpointe Asset Management
Nevada
$363K -$111K -1,083 -25%
FTDI
304
First Trust Direct Indexing
Massachusetts
$361K +$71.1K +697 +28%
HFM
305
Harvest Fund Management
China
$358K +$238K +2,333 +290%
PHAM
306
Portland Hill Asset Management
United Kingdom
$354K +$5.31K +52 +2%
RIA
307
Regal Investment Advisors
Michigan
$354K -$97.6K -956 -24%
WEG
308
World Equity Group
Illinois
$349K -$24.7K -242 -7%
AA
309
Altrafin AG
$349K
S
310
swisspartners
Liechtenstein
$343K
1832 Asset Management
311
1832 Asset Management
Ontario, Canada
$343K +$306K +3,000 New
WB
312
WesBanco Bank
West Virginia
$343K
Vanguard Personalized Indexing Management
313
Vanguard Personalized Indexing Management
California
$341K -$116K -1,140 -28%
Zurich Cantonal Bank
314
Zurich Cantonal Bank
Switzerland
$337K -$1.53K -15 -0.5%
FRA
315
Frank Rimerman Advisors
California
$331K
WFI
316
West Family Investments
California
$331K +$112K +1,095 +61%
MS
317
Mizuho Securities
Japan
$326K +$76.5K +750 +36%
GAM
318
Guinness Asset Management
United Kingdom
$325K +$55.1K +540 +23%
M&T Bank
319
M&T Bank
New York
$320K +$285K +2,796 New
IWM
320
IHT Wealth Management
Illinois
$317K -$23.8K -233 -8%
S
321
SignatureFD
Georgia
$316K -$175K -1,714 -38%
WC
322
Weil Company
California
$313K +$280K +2,740 New
CG
323
Caprock Group
Idaho
$309K -$1.53K -15 -0.6%
JIC
324
Johnson Investment Counsel
Ohio
$305K +$78.4K +768 +40%
CA
325
Cetera Advisors
Colorado
$298K -$331K -3,247 -56%