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Name Holding Trade Value Shares
Change
Change in
Stake
RBI
701
Raiffeisen Bank International
Austria
$746K +$166K +1,995 +27%
CAAS
702
Capital Asset Advisory Services
Michigan
$745K -$69K -830 -8%
OTPPB
703
Ontario Teachers' Pension Plan Board
Ontario, Canada
$744K +$771K +9,272 New
WIC
704
Woodmont Investment Counsel
Tennessee
$744K +$6.4K +77 +0.8%
DL
705
DOHJ LLC
Washington
$740K +$36.9K +444 +5%
GL
706
Graypoint LLC
New York
$739K +$364K +4,372 +90%
PSP
707
Principal Street Partners
Tennessee
$739K +$21.5K +258 +3%
IWC
708
Integrated Wealth Concepts
Massachusetts
$736K +$54.1K +651 +8%
CL
709
CSS LLC
Illinois
$731K +$758K +9,109 New
Lazard Asset Management
710
Lazard Asset Management
New York
$731K -$196K -2,353 -21%
AF
711
Allworth Financial
California
$729K -$55.6K -668 -7%
ADL
712
Asset Dedication LLC
California
$727K -$14.6K -176 -2%
FPAS
713
Focus Partners Advisor Solutions
Missouri
$724K +$749K +9,011 New
USCWA
714
U.S. Capital Wealth Advisors
Texas
$720K +$159K +1,916 +27%
AUB
715
Atlantic Union Bankshares
Virginia
$718K -$62K -745 -8%
SPC
716
Spirepoint Private Client
Florida
$717K -$57.6K -692 -7%
WPC
717
Wedmont Private Capital
Pennsylvania
$716K +$5.07K +61 +0.6%
MBT
718
Montecito Bank & Trust
California
$716K +$21K +252 +3%
FRA
719
Frank Rimerman Advisors
California
$714K -$18.3K -220 -2%
BAM
720
Belpointe Asset Management
Nevada
$713K +$180K +2,161 +32%
CHC
721
City Holding Co
West Virginia
$707K
FFL
722
Future Fund LLC
Illinois
$704K +$729K +8,764 New
TFS
723
Thoroughbred Financial Services
Tennessee
$697K +$273K +3,284 +61%
PA
724
Prossimo Advisors
California
$695K -$18.8K -226 -3%
CWS
725
Confluence Wealth Services
Pennsylvania
$695K +$17.7K +213 +2%