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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
726
Belpointe Asset Management
Nevada
$4.11M +$424K +15,913 +12%
NIWA
727
New Insight Wealth Advisors
California
$4.1M -$194K -7,283 -5%
SMI
728
Shelter Mutual Insurance
Missouri
$4.09M
HSA
729
HBK Sorce Advisory
Pennsylvania
$4.09M +$200K +7,494 +5%
PVI
730
Pine Valley Investments
New Jersey
$4.09M +$87.4K +3,281 +2%
CAG
731
Crestwood Advisors Group
Massachusetts
$4.08M +$144K +5,394 +4%
LCM
732
Legato Capital Management
California
$4.07M +$960K +36,058 +33%
MOS
733
MGO One Seven
Ohio
$4.07M +$42.7K +1,605 +1%
CIA
734
Choate Investment Advisors
Massachusetts
$4.04M -$76.8K -2,883 -2%
WI
735
Wahed Invest
New York
$4.03M -$159K -5,989 -4%
HI
736
Harbour Investments
Wisconsin
$4.03M +$1.21M +45,601 +47%
TCOT
737
Trust Company of Toledo
Ohio
$4.01M -$32.7K -1,229 -0.9%
CCA
738
Cygnus Capital Advisors
Georgia
$4.01M +$71.9K +2,700 +2%
CWI
739
Conscious Wealth Investments
Florida
$3.99M +$87.3K +3,279 +2%
GWM
740
Greenwich Wealth Management
Connecticut
$3.97M +$12.4K +465 +0.3%
WFG
741
Wills Financial Group
Virginia
$3.96M +$1.15M +43,318 +40%
GAB
742
German American Bancorp
Indiana
$3.95M +$329K +12,368 +10%
PMG
743
ProVise Management Group
Florida
$3.95M +$132K +4,942 +4%
BJL
744
Brighton Jones LLC
Washington
$3.95M -$7.85M -294,922 -68%
CAM
745
Close Asset Management
United Kingdom
$3.94M -$220K -8,270 -6%
GCA
746
Gallagher Capital Advisors
Texas
$3.92M +$28.5K +1,069 +0.8%
CSP
747
Cary Street Partners
Virginia
$3.92M -$2.99M -112,283 -45%
HW
748
Hancock Whitney
Mississippi
$3.91M -$57.2K -2,147 -1%
NC
749
NewSquare Capital
Pennsylvania
$3.85M -$43.5K -1,635 -1%
BC
750
Barnett & Company
Tennessee
$3.84M -$786K -29,507 -18%