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Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
801
D.J. St. Germain
Massachusetts
$456K -$2.45K -10 -0.6%
SLWA
802
San Luis Wealth Advisors
California
$455K +$424K +1,726 New
BDWM
803
Brewin Dolphin Wealth Management
Ireland
$452K – – –
FF
804
FourThought Financial
Florida
$450K +$420K +1,711 New
AIC
805
Archer Investment Corporation
Indiana
$448K – – –
MSAM
806
Moloney Securities Asset Management
Missouri
$447K +$6.87K +28 +2%
GSWM
807
Golden State Wealth Management
California
$447K +$416K +1,697 New
Belpointe Asset Management
808
Belpointe Asset Management
Nevada
$446K -$3.44K -14 -0.8%
NEWAS
809
N.E.W. Advisory Services
Wisconsin
$436K +$405K +1,652 New
AP
810
Atwood & Palmer
Missouri
$435K +$36.8K +150 +10%
FA
811
FMA Advisory
Pennsylvania
$432K +$982 +4 +0.2%
Savant Capital
812
Savant Capital
Illinois
$432K +$6.38K +26 +2%
SSA
813
South Street Advisors
New York
$429K – – –
Carnegie Investment Counsel
814
Carnegie Investment Counsel
Ohio
$427K +$29.7K +121 +8%
Vanguard Personalized Indexing Management
815
Vanguard Personalized Indexing Management
California
$426K +$25.8K +105 +7%
HPWM
816
Highland Private Wealth Management
Washington
$424K +$10.3K +42 +3%
FMLI
817
Fukoku Mutual Life Insurance
Japan
$422K – – –
RMSCM
818
R.M. Sincerbeaux Capital Management
New York
$422K – – –
LOPW
819
Live Oak Private Wealth
North Carolina
$422K +$40.7K +166 +12%
North Star Asset Management
820
North Star Asset Management
Wisconsin
$421K +$82K +334 +26%
BCAM
821
Boston Common Asset Management
Massachusetts
$421K +$392K +1,599 New
Balentine LLC
822
Balentine LLC
Georgia
$419K +$11.3K +46 +3%
Horizon Kinetics Asset Management
823
Horizon Kinetics Asset Management
New York
$415K – – –
SSW
824
Smith Shellnut Wilson
Mississippi
$415K +$60.1K +245 +18%
IWP
825
Icon Wealth Partners
Texas
$413K +$384K +1,566 New