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Name Holding Trade Value Shares
Change
Change in
Stake
VI
826
Versor Investments
New York
$378K +$401K +1,800 New
CAM
827
Cresset Asset Management
Illinois
$376K +$14.7K +66 +4%
FANJ
828
Financial Architects (New Jersey)
New Jersey
$373K -$28.7K -129 -7%
BHWM
829
Bar Harbor Wealth Management
New Hampshire
$368K
BWP
830
Bernardo Wealth Planning
Pennsylvania
$367K +$3.12K +14 +0.8%
AF
831
Advisornet Financial
Minnesota
$366K +$22.9K +103 +6%
BUB
832
BBVA USA Bancshares
Texas
$365K -$7.57K -34 -2%
AP
833
Advisors Preferred
Maryland
$365K +$140K +629 +57%
IC
834
Intersect Capital
California
$364K +$24.5K +110 +7%
MIM
835
Moseley Investment Management
Florida
$362K +$445 +2 +0.1%
VDI
836
Vaughan David Investments
Illinois
$361K
BAM
837
Belpointe Asset Management
Nevada
$361K +$25.8K +116 +7%
BCCM
838
Bridge Creek Capital Management
Massachusetts
$359K -$17.8K -80 -4%
CCT
839
Country Club Trust
Missouri
$357K
OFS
840
Oldfather Financial Services
Nebraska
$357K +$891 +4 +0.2%
CFG
841
Capstone Financial Group
Oklahoma
$357K +$3.79K +17 +1%
AA
842
Apriem Advisors
California
$357K +$45.7K +205 +14%
SC
843
Savant Capital
Illinois
$356K -$10.9K -49 -3%
CPA
844
Court Place Advisors
Maryland
$354K
AG
845
AlphaSimPlex Group
Massachusetts
$350K +$371K +1,667 New
ISL
846
Ingalls & Snyder LLC
New York
$347K +$3.34K +15 +0.9%
LC
847
Lavaca Capital
Texas
$344K +$365K +1,638 New
DIM
848
Delta Investment Management
California
$342K +$11.6K +52 +3%
IWC
849
Integrated Wealth Concepts
Massachusetts
$340K +$360K +1,616 New
FHB
850
First Hawaiian Bank
Hawaii
$339K -$797K -3,580 -69%