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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
551
Griffin Asset Management
New York
$349K -$10.9K -29 -3%
MPCG
552
Matrix Private Capital Group
New York
$348K +$70.1K +186 +20%
SW
553
SkyOak Wealth
Michigan
$348K +$419K +1,111 New
LC
554
LCNB Corp
Ohio
$347K +$19.6K +52 +5%
RWM
555
RKL Wealth Management
Pennsylvania
$345K -$7.91K -21 -2%
TNAM
556
Terra Nova Asset Management
New York
$345K +$2.26K +6 +0.5%
RIA
557
Regal Investment Advisors
Michigan
$344K +$16.2K +43 +4%
MC
558
Moors & Cabot
Massachusetts
$341K +$45.2K +120 +13%
PVH
559
Psagot Value Holdings
Israel
$337K +$98K +260 +32%
WP
560
WMS Partners
Maryland
$335K – – –
FMLI
561
Fukoku Mutual Life Insurance
Japan
$335K +$52.8K +140 +15%
HWA
562
Heritage Wealth Advisors
Virginia
$335K – – –
FHA
563
First Horizon Advisors
Tennessee
$333K +$29.4K +78 +8%
SIS
564
Sound Income Strategies
Florida
$324K – – –
LNWWM
565
Laird Norton Wetherby Wealth Management
California
$324K +$4.9K +13 +1%
FAIM
566
Financial Advocates Investment Management
Washington
$322K +$32.8K +87 +9%
BAM
567
Belpointe Asset Management
Nevada
$316K -$506K -1,343 -57%
LDFR
568
Lehman & Derafelo Financial Resources
Pennsylvania
$313K -$75.4K -200 -17%
AC
569
Avestar Capital
New York
$313K -$22.6K -60 -6%
BWP
570
Baldwin Wealth Partners
Massachusetts
$313K – – –
FWP
571
FAS Wealth Partners
Kansas
$313K – – –
MHR
572
Matthew Hamilton Rosenberg
$313K – – –
WC
573
Weil Company
California
$313K – – –
FGAM
574
Financial Gravity Asset Management
Texas
$313K +$377 +1 New
NERM
575
New England Research & Management
Illinois
$309K +$371K +985 New