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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
226
Belpointe Asset Management
Nevada
$304K +$54.2K +1,700 +22%
GEM
227
Global Endowment Management
North Carolina
$294K -$282K -8,840 -49%
TP
228
Tranquility Partners
Tennessee
$291K +$288K +9,035 New
CCT
229
Country Club Trust
Missouri
$290K -$158K -4,955 -36%
RC
230
RBF Capital
California
$290K – – –
William Blair & Company
231
William Blair & Company
Illinois
$282K -$40.1K -1,259 -13%
American Century Companies
232
American Century Companies
Missouri
$277K +$43.8K +1,375 +19%
DA
233
Doliver Advisors
Texas
$274K +$31.9K +1,000 +13%
KCPG
234
Kavar Capital Partners Group
Kansas
$258K -$127K -4,000 -33%
UR
235
USCA RIA
Texas
$258K +$255K +8,014 New
LP
236
LGL Partners
Pennsylvania
$256K – – –
NGA
237
Naples Global Advisors
Florida
$251K – – –
MGAM
238
McGowan Group Asset Management
Texas
$249K +$7.11K +223 +3%
PFS
239
Prospera Financial Services
Texas
$249K +$246K +7,722 New
POIA
240
Pin Oak Investment Advisors
Texas
$247K – – –
RFC
241
Regions Financial Corp
Alabama
$246K -$6.95K -218 -3%
1IA
242
1834 Investment Advisors
Wisconsin
$245K +$22.3K +700 +10%
RJT
243
Raymond James Trust
Florida
$243K -$54.2K -1,700 -18%
IAA
244
Independent Advisor Alliance
North Carolina
$237K -$6.25K -196 -3%
GI
245
Glovista Investments
New Jersey
$235K – – –
BB
246
Bell Bank
North Dakota
$235K +$233K +7,299 New
SSG
247
Summit Securities Group
New York
$232K +$19.1K +600 +9%
VWM
248
Venturi Wealth Management
Texas
$223K – – –
PAG
249
Private Advisor Group
New Jersey
$223K +$221K +6,942 New
OWD
250
Osborn Williams & Donohoe
Ohio
$219K – – –