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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
701
Belpointe Asset Management
Nevada
$387K +$37.2K +1,300 +11%
MIM
702
Marco Investment Management
Georgia
$386K
SFG
703
Summit Financial Group
West Virginia
$385K
SIM
704
Sentry Investment Management
Wisconsin
$383K +$43.9K +1,531 +13%
HSA
705
HBK Sorce Advisory
Pennsylvania
$381K +$111K +3,867 +43%
VCG
706
Vantage Consulting Group
Virginia
$381K +$159K +5,542 +76%
CTC
707
Central Trust Company
Missouri
$378K +$7.42K +259 +2%
GAAM
708
Guinness Atkinson Asset Management
California
$371K -$97.4K -3,400 -21%
MGWM
709
Marks Group Wealth Management
Minnesota
$371K +$355K +12,379 New
AAM
710
Autus Asset Management
Arizona
$368K -$134K -4,689 -27%
MIS
711
Morningstar Investment Services
Illinois
$366K +$48.9K +1,707 +17%
CNBTD
712
Citizens National Bank Trust Department
Mississippi
$365K
LFASL
713
Lugano Financial Advisors SA (LFA)
Switzerland
$365K +$351K +12,243 +15,304%
DWT
714
Dorsey & Whitney Trust
South Dakota
$364K
DCM
715
Dupont Capital Management
Delaware
$362K -$338K -11,792 -49%
LCM
716
Laurion Capital Management
New York
$362K +$350K +12,200 New
FDS
717
First Dallas Securities
Texas
$359K +$347K +12,100 New
SAM
718
Sawgrass Asset Management
Florida
$357K -$206K -7,200 -37%
AAM
719
Advisors Asset Management
Colorado
$357K +$3.75K +131 +1%
MC
720
Maverick Capital
Texas
$357K +$269K +9,400 +354%
USGIU
721
U.S. Global Investors (USGI)
Texas
$356K
CHJWM
722
Carlton Hofferkamp & Jenks Wealth Management
Texas
$355K +$4.79K +167 +2%
BFS
723
Bradley Foster & Sargent
Connecticut
$352K -$15K -522 -4%
Cerity Partners
724
Cerity Partners
New York
$352K +$76K +2,654 +29%
WPW
725
Warther Private Wealth
Ohio
$351K +$74.9K +2,613 +29%