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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
426
Belpointe Asset Management
Nevada
$388K +$14.9K +330 +4%
SYBT
427
Stock Yards Bank & Trust
Kentucky
$386K +$11.3K +250 +3%
VHAM
428
Van Hulzen Asset Management
California
$386K +$417K +9,250 New
S
429
SignatureFD
Georgia
$384K +$332K +7,370 +398%
VFA
430
Valeo Financial Advisors
Indiana
$383K +$99.2K +2,200 +32%
CA
431
Calton & Associates
Florida
$379K +$173K +3,830 +73%
Cerity Partners
432
Cerity Partners
New York
$370K +$11.3K +250 +3%
AP
433
Appleton Partners
Massachusetts
$369K +$127K +2,820 +47%
AT
434
Arden Trust
Delaware
$367K -$141K -3,120 -26%
CLOS
435
Compagnie Lombard Odier SCmA
Switzerland
$367K +$1.35K +30 +0.3%
HSA
436
HBK Sorce Advisory
Pennsylvania
$367K +$68.5K +1,520 +21%
PJB
437
Paul John Balson
California
$361K +$390K +8,650 New
OFS
438
OneAscent Financial Services
Alabama
$360K -$78K -1,730 -17%
AFAS
439
Acorn Financial Advisory Services
Virginia
$359K +$22.1K +490 +6%
XS
440
XR Securities
Illinois
$354K -$781K -17,320 -67%
Fisher Asset Management
441
Fisher Asset Management
Washington
$352K +$381K +8,450 New
V
442
Veritable
Delaware
$350K -$115K -2,550 -23%
BFEC
443
Benjamin F. Edwards & Company
Missouri
$337K -$21.6K -480 -6%
VWM
444
Vigilare Wealth Management
Arizona
$334K +$103K +2,280 +40%
9WM
445
9258 Wealth Management
Ohio
$331K -$9.47K -210 -4%
LFAS
446
Level Four Advisory Services
Texas
$330K -$80.2K -1,780 -18%
HIIFS
447
Harel Insurance Investments & Financial Services
Israel
$328K +$207K +4,600 +141%
AIA
448
Angeles Investment Advisors
California
$328K +$270K +6,000 New
AAM
449
Advisors Asset Management
Colorado
$327K +$151K +3,340 +74%
HIA
450
Harbor Investment Advisory
Maryland
$324K +$34.3K +760 +11%