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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
601
Belpointe Asset Management
Nevada
$966K +$29.2K +436 +3%
AO
602
Advisor OS
Illinois
$953K +$16.9K +252 +2%
LFAS
603
Level Four Advisory Services
Texas
$953K -$519K -7,747 -36%
IMCOOI
604
Investment Management Corp of Ontario (IMCO)
Canada
$952K +$909K +13,559 New
AWC
605
Adamsbrown Wealth Consultants
Kansas
$946K +$68.8K +1,027 +8%
BCM
606
Birch Capital Management
Texas
$942K +$18.7K +279 +2%
OPA
607
Old Port Advisors
Maine
$938K -$12.4K -185 -1%
PSC
608
Portman Square Capital
United Kingdom
$929K -$191K -2,855 -18%
FFN
609
Focus Financial Network
Minnesota
$922K -$92.6K -1,382 -10%
LNWWM
610
Laird Norton Wetherby Wealth Management
California
$921K -$89.6K -1,337 -9%
HR
611
Howe & Rusling
New York
$904K -$8.11K -121 -0.9%
BG
612
Bahl & Gaynor
Ohio
$903K -$2.08K -31 -0.2%
LFGH
613
Lee Financial Group Hawaii
Hawaii
$896K +$73K +1,089 +9%
KWA
614
Kingswood Wealth Advisors
California
$891K +$512K +7,636 +151%
HJGA
615
Hardman Johnston Global Advisors
Connecticut
$888K
MFWP
616
Mosaic Family Wealth Partners
Missouri
$887K +$1.81K +27 +0.2%
UB
617
UMB Bank
Missouri
$882K +$159K +2,372 +23%
CPA
618
Cardiff Park Advisors
California
$881K +$1.34K +20 +0.2%
First Manhattan
619
First Manhattan
New York
$876K
AWAP
620
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$876K
CCG
621
Cypress Capital Group
Florida
$870K -$228K -3,398 -22%
SSA
622
South Street Advisors
New York
$869K +$274K +4,092 +49%
PSCM
623
Per Stirling Capital Management
Texas
$868K +$3.08K +46 +0.4%
FFM
624
Forum Financial Management
Illinois
$868K -$122K -1,816 -13%
SSB
625
Sandy Spring Bank
Maryland
$857K -$80.5K -1,201 -9%