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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
401
Hemington Wealth Management
Virginia
$229K
MIM
402
Morningstar Investment Management
Illinois
$229K
LK
403
Lumbard & Kellner
New Hampshire
$228K
BFC
404
Bedel Financial Consulting
Indiana
$228K
VIA
405
Vident Investment Advisory
Georgia
$227K +$222K +8,115 New
VFA
406
Valeo Financial Advisors
Indiana
$226K +$55 +2 +0%
HKIMG
407
Hutchens & Kramer Investment Management Group
Indiana
$225K
LNWWM
408
Laird Norton Wetherby Wealth Management
California
$224K -$6.76K -247 -3%
3IP
409
3Chopt Investment Partners
Virginia
$222K
V
410
Veritable
Delaware
$222K +$1.37K +50 +0.6%
MC
411
Machina Capital
France
$220K +$216K +7,880 New
OCBCO
412
Oversea-Chinese Banking Corp (OCBC)
Singapore
$219K +$214K +7,837 New
RJT
413
Raymond James Trust
Florida
$219K +$137 +5 +0.1%
BHPW
414
Beverly Hills Private Wealth
California
$218K +$213K +7,794 New
BAM
415
Belpointe Asset Management
Nevada
$215K +$18.7K +684 +10%
MYAM
416
Meiji Yasuda Asset Management
Japan
$213K +$208K +7,620 New
SOW
417
State of Wyoming
Wyoming
$211K +$99.6K +3,642 +93%
CG
418
Caprock Group
Idaho
$211K +$206K +7,530 New
PNC
419
Park National Corp
Ohio
$210K -$37.8K -1,380 -16%
HIGP
420
Hill Investment Group Partners
Missouri
$206K
SFS
421
Sowell Financial Services
Arkansas
$205K +$201K +7,334 New
CGL
422
Clarius Group LLC
Washington
$204K -$14.2K -519 -7%
HI
423
Horizon Investments
North Carolina
$199K +$197K +7,191 New
MAM
424
Meeder Asset Management
Ohio
$198K -$32.3K -1,182 -14%
Bessemer Group
425
Bessemer Group
New Jersey
$183K -$19.6K -718 -10%