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Name Holding Trade Value Shares
Change
Change in
Stake
LJHT
451
Laurie J. Hall Trustee
$194K – – –
OSAM
452
O'Shaughnessy Asset Management
Connecticut
$193K -$9.16M -149,841 -98%
SPIA
453
Steward Partners Investment Advisory
New York
$185K +$9.23K +151 +6%
BCV
454
Banque Cantonale Vaudoise
Switzerland
$177K -$3.91K -64 -2%
CFA
455
Carroll Financial Associates
North Carolina
$151K -$1.53K -25 -1%
Jones Financial Companies
456
Jones Financial Companies
Missouri
$151K +$88.4K +1,446 +164%
RE
457
RBC Europe
United Kingdom
$143K -$33.6K -550 -20%
Credit Agricole
458
Credit Agricole
France
$133K – – –
FMII
459
Farmers & Merchants Investments Inc
Nebraska
$130K +$1.47K +24 +1%
GC
460
Garde Capital
Washington
$117K – – –
CTC
461
Central Trust Company
Missouri
$114K -$7.34K -120 -6%
BCWM
462
Bartlett & Co Wealth Management
Ohio
$108K -$3.3K -54 -3%
BC
463
Bartlett & Co
Ohio
$108K -$3.3K -54 -3%
HDIM
464
Hanson & Doremus Investment Management
Vermont
$106K -$93.2K -1,525 -48%
SWM
465
Spire Wealth Management
Virginia
$106K +$53.8K +880 +117%
BAM
466
Belpointe Asset Management
Nevada
$102K +$96.2K +1,573 New
EBA
467
Eagle Bay Advisors
New York
$98K +$45.9K +750 +100%
Bessemer Group
468
Bessemer Group
New Jersey
$93K +$19.3K +315 +28%
SQA
469
Simon Quick Advisors
New Jersey
$91K +$611 +10 +0.7%
JFGIW
470
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$90K – – –
GWS
471
Glassman Wealth Services
Virginia
$89K +$2.32K +38 +3%
ADL
472
Asset Dedication LLC
California
$84K -$6.05K -99 -7%
KTC
473
Kistler-Tiffany Companies
Pennsylvania
$84K +$245 +4 +0.3%
IFAM
474
Institutional & Family Asset Management
Colorado
$81K – – –
Koshinski Asset Management
475
Koshinski Asset Management
Illinois
$80.6K +$76K +1,244 New