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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
726
Accredited Investors
Minnesota
$663K +$39.8K +810 +7%
KOC
727
Koss-Olinger Consulting
Florida
$659K +$49.8K +1,014 +9%
BTI
728
Blue Trust Inc
Georgia
$658K +$8.9K +181 +1%
BJL
729
Brighton Jones LLC
Washington
$656K -$22.5K -457 -4%
HIIFS
730
Harel Insurance Investments & Financial Services
Israel
$656K +$60.9K +1,239 +11%
FB
731
First Bancorp
Maine
$655K -$18.9K -385 -3%
CA
732
Clearstead Advisors
Ohio
$655K -$65.4K -1,330 -10%
B
733
Bailard
California
$651K -$6.83K -139 -1%
MWM
734
MinichMacGregor Wealth Management
New York
$649K +$36K +733 +6%
BAM
735
Belpointe Asset Management
Nevada
$647K -$4.82K -98 -0.8%
HCMT
736
Highland Capital Management (Tennessee)
Tennessee
$642K -$127K -2,589 -17%
HI
737
Harbour Investments
Wisconsin
$639K -$25.6K -520 -4%
RIL
738
Rothschild Investment LLC
Illinois
$637K -$56.3K -1,145 -9%
1WA
739
180 Wealth Advisors
Washington
$636K -$55.9K -1,137 -8%
WPC
740
Wedmont Private Capital
Pennsylvania
$635K +$170K +3,456 +32%
LJHT
741
Laurie J. Hall Trustee
$634K – – –
AIM
742
Anchor Investment Management
South Carolina
$634K -$11.7K -237 -2%
BST
743
Bath Savings Trust
Maine
$633K +$6.29K +128 +1%
SBL
744
Sargent Bickham Lagudis
Colorado
$632K -$20K -407 -3%
MIM
745
MTM Investment Management
South Carolina
$628K -$63.8K -1,297 -10%
SMH
746
Sanders Morris Harris
Texas
$626K – – –
SPC
747
Stewart & Patten Company
California
$623K -$96K -1,952 -14%
HIC
748
Harvey Investment Company
Kentucky
$621K – – –
WT
749
Whittier Trust
California
$616K -$137K -2,778 -19%
AWM
750
Apollon Wealth Management
South Carolina
$614K -$25.8K -524 -4%
28 29
30
31 32