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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1251
Copley Financial Group
California
$486K -$5.28K -19 -1%
PWAM
1252
Private Wealth Asset Management
Iowa
$485K +$446K +1,606 New
PWP
1253
Phillips Wealth Planners
Mississippi
$482K +$72.8K +262 +18%
LAM
1254
L2 Asset Management
Massachusetts
$482K +$40K +144 +10%
WEG
1255
World Equity Group
Illinois
$479K +$14.2K +51 +3%
AA
1256
Advisory Alpha
Michigan
$479K +$11.9K +43 +3%
MG
1257
Marex Group
$478K +$834 +3 +0.2%
GF
1258
Gries Financial
Ohio
$478K +$15.8K +57 +4%
BFA
1259
Brown Financial Advisors
Ohio
$477K -$27.2K -98 -6%
BONH
1260
Bank of New Hampshire
New Hampshire
$476K -$18.1K -65 -4%
SC
1261
Sawyer & Company
Massachusetts
$474K -$19.2K -69 -4%
SPA
1262
Sherbrooke Park Advisers
New York
$471K +$433K +1,558 New
Bank Julius Baer & Co
1263
Bank Julius Baer & Co
Switzerland
$470K +$103K +372 +31%
EDRH
1264
Edmond de Rothschild Holding
Switzerland
$468K +$181K +650 +72%
HBCM
1265
Heron Bay Capital Management
Michigan
$467K – – –
PAM
1266
Palisade Asset Management
Minnesota
$465K +$5K +18 +1%
HI
1267
Harbour Investments
Wisconsin
$464K -$60.9K -219 -12%
BAM
1268
Broyhill Asset Management
North Carolina
$464K -$9.72K -35 -2%
SOW
1269
State of Wyoming
Wyoming
$462K -$110K -395 -21%
IIC
1270
Ironwood Investment Counsel
Arizona
$461K -$45K -162 -10%
AF
1271
Alerus Financial
North Dakota
$461K – – –
MWS
1272
MFA Wealth Services
California
$460K -$40.8K -147 -9%
FFA
1273
Florida Financial Advisors
Florida
$458K +$16.9K +61 +4%
IA
1274
IFC Advisors
California
$456K -$12.2K -44 -3%
VFA
1275
Voya Financial Advisors
Connecticut
$455K -$6.95K -25 -2%