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Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
1251
Private Wealth Asset Management
Iowa
$485K +$446K +1,606 New
PWP
1252
Phillips Wealth Planners
Mississippi
$482K +$72.8K +262 +18%
LAM
1253
L2 Asset Management
Massachusetts
$482K +$40K +144 +10%
WEG
1254
World Equity Group
Illinois
$479K +$14.2K +51 +3%
AA
1255
Advisory Alpha
Michigan
$479K +$11.9K +43 +3%
MG
1256
Marex Group
$478K +$834 +3 +0.2%
GF
1257
Gries Financial
Ohio
$478K +$15.8K +57 +4%
BFA
1258
Brown Financial Advisors
Ohio
$477K -$27.2K -98 -6%
BONH
1259
Bank of New Hampshire
New Hampshire
$476K -$18.1K -65 -4%
SC
1260
Sawyer & Company
Massachusetts
$474K -$19.2K -69 -4%
SPA
1261
Sherbrooke Park Advisers
New York
$471K +$433K +1,558 New
Bank Julius Baer & Co
1262
Bank Julius Baer & Co
Switzerland
$470K +$103K +372 +31%
EDRH
1263
Edmond de Rothschild Holding
Switzerland
$468K +$181K +650 +72%
HBCM
1264
Heron Bay Capital Management
Michigan
$467K
PAM
1265
Palisade Asset Management
Minnesota
$465K +$5K +18 +1%
HI
1266
Harbour Investments
Wisconsin
$464K -$60.9K -219 -12%
BAM
1267
Broyhill Asset Management
North Carolina
$464K -$9.72K -35 -2%
SOW
1268
State of Wyoming
Wyoming
$462K -$110K -395 -21%
IIC
1269
Ironwood Investment Counsel
Arizona
$461K -$45K -162 -10%
AF
1270
Alerus Financial
North Dakota
$461K
MWS
1271
MFA Wealth Services
California
$460K -$40.8K -147 -9%
FFA
1272
Florida Financial Advisors
Florida
$458K +$16.9K +61 +4%
IA
1273
IFC Advisors
California
$456K -$12.2K -44 -3%
VFA
1274
Voya Financial Advisors
Connecticut
$455K -$6.95K -25 -2%
RGC
1275
Roberts, Glore & Co
Illinois
$455K -$4.17K -15 -1%