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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
426
Manitou Investment Management
Ontario, Canada
$389K +$421K +9,340 New
BAM
427
Belpointe Asset Management
Nevada
$388K +$14.9K +330 +4%
SYBT
428
Stock Yards Bank & Trust
Kentucky
$386K +$11.3K +250 +3%
VHAM
429
Van Hulzen Asset Management
California
$386K +$417K +9,250 New
S
430
SignatureFD
Georgia
$384K +$332K +7,370 +398%
VFA
431
Valeo Financial Advisors
Indiana
$383K +$99.2K +2,200 +32%
CA
432
Calton & Associates
Florida
$379K +$173K +3,830 +73%
Cerity Partners
433
Cerity Partners
New York
$370K +$11.3K +250 +3%
AP
434
Appleton Partners
Massachusetts
$369K +$127K +2,820 +47%
AT
435
Arden Trust
Delaware
$367K -$141K -3,120 -26%
CLOS
436
Compagnie Lombard Odier SCmA
Switzerland
$367K +$1.35K +30 +0.3%
HSA
437
HBK Sorce Advisory
Pennsylvania
$367K +$68.5K +1,520 +21%
PJB
438
Paul John Balson
California
$361K +$390K +8,650 New
OFS
439
OneAscent Financial Services
Alabama
$360K -$78K -1,730 -17%
AFAS
440
Acorn Financial Advisory Services
Virginia
$359K +$22.1K +490 +6%
XS
441
XR Securities
Illinois
$354K -$781K -17,320 -67%
Fisher Asset Management
442
Fisher Asset Management
Washington
$352K +$381K +8,450 New
V
443
Veritable
Delaware
$350K -$115K -2,550 -23%
BFEC
444
Benjamin F. Edwards & Company
Missouri
$337K -$21.6K -480 -6%
VWM
445
Vigilare Wealth Management
Arizona
$334K +$103K +2,280 +40%
9WM
446
9258 Wealth Management
Ohio
$331K -$9.47K -210 -4%
LFAS
447
Level Four Advisory Services
Texas
$330K -$80.2K -1,780 -18%
HIIFS
448
Harel Insurance Investments & Financial Services
Israel
$328K +$207K +4,600 +141%
AIA
449
Angeles Investment Advisors
California
$328K +$270K +6,000 New
AAM
450
Advisors Asset Management
Colorado
$327K +$151K +3,340 +74%