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Name Holding Trade Value Shares
Change
Change in
Stake
BDWM
801
Brewin Dolphin Wealth Management
Ireland
$452K
FF
802
FourThought Financial
Florida
$450K +$420K +1,711 New
AIC
803
Archer Investment Corporation
Indiana
$448K
MSAM
804
Moloney Securities Asset Management
Missouri
$447K +$6.87K +28 +2%
GSWM
805
Golden State Wealth Management
California
$447K +$416K +1,697 New
BAM
806
Belpointe Asset Management
Nevada
$446K -$3.44K -14 -0.8%
NEWAS
807
N.E.W. Advisory Services
Wisconsin
$436K +$405K +1,652 New
AP
808
Atwood & Palmer
Missouri
$435K +$36.8K +150 +10%
FA
809
FMA Advisory
Pennsylvania
$432K +$982 +4 +0.2%
SC
810
Savant Capital
Illinois
$432K +$6.38K +26 +2%
SSA
811
South Street Advisors
New York
$429K
CIC
812
Carnegie Investment Counsel
Ohio
$427K +$29.7K +121 +8%
Vanguard Personalized Indexing Management
813
Vanguard Personalized Indexing Management
California
$426K +$25.8K +105 +7%
HPWM
814
Highland Private Wealth Management
Washington
$424K +$10.3K +42 +3%
FMLI
815
Fukoku Mutual Life Insurance
Japan
$422K
RMSCM
816
R.M. Sincerbeaux Capital Management
New York
$422K
LOPW
817
Live Oak Private Wealth
North Carolina
$422K +$40.7K +166 +12%
NSAM
818
North Star Asset Management
Wisconsin
$421K +$82K +334 +26%
BCAM
819
Boston Common Asset Management
Massachusetts
$421K +$392K +1,599 New
BL
820
Balentine LLC
Georgia
$419K +$11.3K +46 +3%
HKAM
821
Horizon Kinetics Asset Management
New York
$415K
SSW
822
Smith Shellnut Wilson
Mississippi
$415K +$60.1K +245 +18%
IWP
823
Icon Wealth Partners
Texas
$413K +$384K +1,566 New
STC
824
Sarah T. Connolly
$408K +$380K +1,550 New
CG
825
Caprock Group
Idaho
$407K -$137K -559 -27%