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Name Holding Trade Value Shares
Change
Change in
Stake
SMH
701
Sanders Morris Harris
Texas
$475K – – –
MSU
702
Mizuho Securities USA
New York
$475K +$449K +2,229 New
FAAS
703
First Allied Advisory Services
California
$474K -$19.7K -98 -4%
American Century Companies
704
American Century Companies
Missouri
$470K +$445K +2,209 New
SSW
705
Smith Shellnut Wilson
Mississippi
$469K +$29.6K +147 +7%
RW
706
REDW Wealth
New Mexico
$467K – – –
SCA
707
Snowden Capital Advisors
New York
$466K +$12.1K +60 +3%
BB
708
Bell Bank
North Dakota
$464K +$5.84K +29 +1%
VWM
709
Vigilare Wealth Management
Arizona
$461K +$443K +2,200 New
DBT
710
Dubuque Bank & Trust
Iowa
$455K -$6.25K -31 -1%
APA
711
American Portfolios Advisors
New York
$455K +$1.41K +7 +0.3%
CT
712
Chicago Trust
Illinois
$454K -$605 -3 -0.1%
RMCM
713
Reynders McVeigh Capital Management
Massachusetts
$450K – – –
ZF
714
Zhang Financial
Michigan
$448K – – –
SIC
715
Salem Investment Counselors
North Carolina
$447K +$20.2K +100 +5%
BAM
716
Belpointe Asset Management
Nevada
$446K +$297K +1,472 +236%
MPCG
717
Matrix Private Capital Group
New York
$444K +$420K +2,085 New
WJWM
718
Williams Jones Wealth Management
New York
$441K -$101K -500 -19%
DLA
719
Douglas Lane & Associates
New York
$439K -$819K -4,065 -66%
MFG
720
Menard Financial Group
Texas
$437K +$413K +2,051 New
GIM
721
Goelzer Investment Management
Indiana
$435K – – –
APW
722
Aurora Private Wealth
New Jersey
$435K +$412K +2,043 New
PBO
723
Peoples Bank (Ohio)
Ohio
$432K +$68.7K +341 +20%
IWS
724
Insight Wealth Strategies
California
$430K +$2.22K +11 +0.5%
FLPIM
725
F.L. Putnam Investment Management
Massachusetts
$428K +$4.84K +24 +1%