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Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
701
Capital Asset Advisory Services
Michigan
$1.35M -$60.4K -1,008 -5%
FNBT
702
FineMark National Bank & Trust
Florida
$1.33M -$188K -3,130 -13%
CCP
703
Corient Capital Partners
California
$1.33M +$11.4K +190 +0.9%
LNWWM
704
Laird Norton Wetherby Wealth Management
California
$1.33M -$123K -2,059 -9%
ZCA
705
Zeke Capital Advisors
Pennsylvania
$1.31M +$597K +9,964 +95%
BAM
706
Belpointe Asset Management
Nevada
$1.29M +$1.21M +20,124 New
PAWC
707
P.A.W. Capital
Connecticut
$1.28M
AGAM
708
Avalon Global Asset Management
California
$1.28M +$1.2M +20,000 New
CAL
709
Capital Analysts LLC
Pennsylvania
$1.28M +$11.5K +192 +1%
ACP
710
Ashfield Capital Partners
California
$1.25M -$7.79K -130 -0.7%
LFAS
711
Level Four Advisory Services
Texas
$1.25M +$366K +6,117 +46%
AIIMS
712
Analyst IMS Investment Management Services
Israel
$1.23M -$243K -4,050 -17%
NERM
713
New England Research & Management
Illinois
$1.23M -$147K -2,450 -11%
EHWM
714
Eads & Heald Wealth Management
Georgia
$1.21M -$77.2K -1,288 -6%
PRS
715
Pinkerton Retirement Specialists
Idaho
$1.18M +$47.4K +791 +4%
AP
716
Advisor Partners
California
$1.18M -$42.7K -712 -4%
FC
717
Ferris Capital
Massachusetts
$1.17M +$2.28K +38 +0.2%
CIBC World Market
718
CIBC World Market
Ontario, Canada
$1.17M -$8.34M -139,197 -88%
AIM
719
Allen Investment Management
New York
$1.16M +$7.49K +125 +0.7%
CB
720
Commerce Bank
Missouri
$1.15M +$86K +1,435 +9%
AL
721
Aspiriant LLC
California
$1.14M -$117K -1,954 -10%
SW
722
SVB Wealth
Massachusetts
$1.14M +$170K +2,840 +19%
PIM
723
Partner Investment Management
California
$1.13M +$558K +9,308 +112%
ICM
724
IMS Capital Management
Oregon
$1.12M -$82.6K -1,379 -7%
BSB
725
Bangor Savings Bank
Maine
$1.1M +$31.4K +525 +3%