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Name Holding Trade Value Shares
Change
Change in
Stake
FA
476
Fagan Associates
New York
$252K +$238K +2,446 New
KIA
477
KCM Investment Advisors
California
$248K +$234K +2,404 New
CIAS
478
Capital Investment Advisory Services
North Carolina
$248K +$234K +2,407 New
PFG
479
PAX Financial Group
Texas
$246K +$231K +2,383 New
LGT Group Foundation
480
LGT Group Foundation
Liechtenstein
$246K +$232K +2,386 New
Itau Unibanco Holding S.A.
481
Itau Unibanco Holding S.A.
Brazil
$246K +$237K +2,444 New
LHWM
482
Lake Hills Wealth Management
Texas
$245K +$231K +2,378 New
Laird Norton Wetherby Trust Company
483
Laird Norton Wetherby Trust Company
Washington
$245K +$231K +2,381 New
EW
484
Evoke Wealth
California
$243K +$214K +2,200 +1,447%
HCMT
485
Highland Capital Management (Tennessee)
Tennessee
$240K +$226K +2,325 New
IP
486
Intellectus Partners
California
$239K +$225K +2,315 New
Valeo Financial Advisors
487
Valeo Financial Advisors
Indiana
$236K +$222K +2,285 New
KCM
488
KRS Capital Management
Michigan
$233K +$219K +2,259 New
S
489
Surevest
California
$232K +$218K +2,247 New
CWS
490
Cypress Wealth Services
California
$227K +$214K +2,198 New
CA
491
Claro Advisors
Massachusetts
$227K +$214K +2,199 New
KFP
492
KMG Fiduciary Partners
Ohio
$225K +$212K +2,185 New
Migdal Insurance & Financial Holdings
493
Migdal Insurance & Financial Holdings
Israel
$224K +$211K +2,173 +1,711%
WH
494
Willner & Heller
California
$219K +$282K +2,902 New
Belpointe Asset Management
495
Belpointe Asset Management
Nevada
$218K -$34.3K -353 -14%
Aspiriant LLC
496
Aspiriant LLC
California
$218K +$204K +2,105 New
MIC
497
Meridian Investment Counsel
California
$217K +$204K +2,100 New
CIA
498
Compass Ion Advisors
Pennsylvania
$213K +$200K +2,061 New
Compagnie Lombard Odier SCmA
499
Compagnie Lombard Odier SCmA
Switzerland
$212K +$136K +1,400 +212%
Crestwood Advisors Group
500
Crestwood Advisors Group
Massachusetts
$210K +$198K +2,035 New