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Name Holding Trade Value Shares
Change
Change in
Stake
PFG
476
PAX Financial Group
Texas
$246K +$231K +2,383 New
LGF
477
LGT Group Foundation
Liechtenstein
$246K +$232K +2,386 New
IUHSA
478
Itau Unibanco Holding S.A.
Brazil
$246K +$237K +2,444 New
LHWM
479
Lake Hills Wealth Management
Texas
$245K +$231K +2,378 New
LNWTC
480
Laird Norton Wetherby Trust Company
Washington
$245K +$231K +2,381 New
EW
481
Evoke Wealth
California
$243K +$214K +2,200 +1,447%
HCMT
482
Highland Capital Management (Tennessee)
Tennessee
$240K +$226K +2,325 New
IP
483
Intellectus Partners
California
$239K +$225K +2,315 New
VFA
484
Valeo Financial Advisors
Indiana
$236K +$222K +2,285 New
KCM
485
KRS Capital Management
Michigan
$233K +$219K +2,259 New
S
486
Surevest
California
$232K +$218K +2,247 New
CWS
487
Cypress Wealth Services
California
$227K +$214K +2,198 New
CA
488
Claro Advisors
Massachusetts
$227K +$214K +2,199 New
KFP
489
KMG Fiduciary Partners
Ohio
$225K +$212K +2,185 New
MIFH
490
Migdal Insurance & Financial Holdings
Israel
$224K +$211K +2,173 +1,711%
WH
491
Willner & Heller
California
$219K +$282K +2,902 New
BAM
492
Belpointe Asset Management
Nevada
$218K -$34.3K -353 -14%
AL
493
Aspiriant LLC
California
$218K +$204K +2,105 New
MIC
494
Meridian Investment Counsel
California
$217K +$204K +2,100 New
CIA
495
Compass Ion Advisors
Pennsylvania
$213K +$200K +2,061 New
CLOS
496
Compagnie Lombard Odier SCmA
Switzerland
$212K +$136K +1,400 +212%
CAG
497
Crestwood Advisors Group
Massachusetts
$210K +$198K +2,035 New
LWP
498
Lumature Wealth Partners
Georgia
$208K +$1.94K +20 +1%
NFSG
499
Newbridge Financial Services Group
Florida
$207K +$121K +1,247 +165%
CP
500
Capital Planning
Washington
$206K -$97.1K -1,000 -33%