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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
626
One Wealth Advisors
California
$290K -$1.65K -13 -0.6%
MYIA
627
Mount Yale Investment Advisors
Colorado
$288K -$252K -1,984 -47%
SMH
628
Sanders Morris Harris
Texas
$287K
LWA
629
Lantern Wealth Advisors
New York
$286K +$6.62K +52 +2%
FLPIM
630
F.L. Putnam Investment Management
Massachusetts
$285K -$32.1K -252 -10%
UBP
631
Union Bancaire Privee
Switzerland
$285K +$308K +2,421 New
HJGA
632
Hardman Johnston Global Advisors
Connecticut
$280K -$115K -900 -29%
CA
633
Continuum Advisory
Idaho
$277K +$11.8K +93 +4%
CIAS
634
Capital Investment Advisory Services
North Carolina
$277K -$14.6K -115 -5%
Lido Advisors
635
Lido Advisors
California
$274K -$189K -1,484 -41%
FBT
636
First Bankers Trust
Kentucky
$272K -$98.9K -777 -27%
PPC
637
Park Place Capital
Alabama
$270K -$64.6K -508 -19%
Bessemer Group
638
Bessemer Group
New Jersey
$270K
CNTOF
639
Canandaigua National Trust of Florida
New York
$269K +$269K +2,113 New
CA
640
Clearstead Advisors
Ohio
$268K -$211K -1,658 -44%
KGC
641
Kennon-Green & Company
Ohio
$268K +$29.9K +235 +13%
KP
642
Keel Point
Alabama
$267K +$41.1K +323 +18%
IWA
643
Icon Wealth Advisors
Texas
$266K +$39.7K +312 +18%
PMG
644
ProVise Management Group
Florida
$264K -$26.7K -210 -9%
RGC
645
Roberts, Glore & Co
Illinois
$263K
PWM
646
Perigon Wealth Management
California
$260K +$51.5K +405 +22%
GVAG
647
Great Valley Advisor Group
Delaware
$260K +$58.6K +461 +29%
IC
648
Iconiq Capital
California
$257K +$257K +2,018 New
LFA
649
Laraway Financial Advisors
Minnesota
$256K
AIA
650
AssuredPartners Investment Advisors
Florida
$255K +$255K +2,008 New