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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
301
Valeo Financial Advisors
Indiana
$763K +$455K +9,053 +131%
SWP
302
Stratos Wealth Partners
Ohio
$755K +$58.5K +1,164 +8%
LWCFA
303
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$752K -$122K -2,432 -13%
MAM
304
Marotta Asset Management
Virginia
$749K +$7.03K +140 +0.9%
CCM
305
Condor Capital Management
New Jersey
$748K
TBA
306
Tower Bridge Advisors
Pennsylvania
$733K -$8.04K -160 -1%
BAM
307
Belpointe Asset Management
Nevada
$713K +$182K +3,622 +32%
First Eagle Investment Management
308
First Eagle Investment Management
New York
$712K +$295K +5,871 +65%
BP
309
Ballentine Partners
Massachusetts
$706K +$137K +2,723 +23%
ET
310
Equitable Trust
Tennessee
$703K +$108K +2,149 +17%
ACA
311
Anchor Capital Advisors
Massachusetts
$702K -$76.1K -1,516 -9%
CG
312
Cutler Group
California
$701K +$697K +13,880 +1,731%
CFB
313
Cullen/Frost Bankers
Texas
$687K -$21.7K -432 -3%
AMIM
314
Aull & Monroe Investment Management
Alabama
$680K
RSVP
315
Ramsay Stattman Vela & Price
Colorado
$679K
FWM
316
Foresight Wealth Management
Utah
$678K -$26.2K -521 -4%
LFAS
317
Level Four Advisory Services
Texas
$672K -$38.4K -765 -5%
SFM
318
Signet Financial Management
New Jersey
$671K -$14.6K -290 -2%
PA
319
Profund Advisors
Maryland
$666K +$29.2K +581 +4%
First Manhattan
320
First Manhattan
New York
$659K -$27.3K -544 -4%
HA
321
Herold Advisors
New York
$657K +$691K +13,764 New
JIC
322
Johnson Investment Counsel
Ohio
$656K +$31.5K +628 +5%
GBT
323
Grove Bank & Trust
Florida
$643K -$21.7K -432 -3%
HKAM
324
Horizon Kinetics Asset Management
New York
$638K
VF
325
Virtu Financial
New York
$634K +$667K +13,278 New