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Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
751
Mitchell McLeod Pugh & Williams
Alabama
$579K +$8.97K +215 +1%
IAN
752
Integrated Advisors Network
Texas
$579K +$675K +16,194 New
LOAMS
753
Lombard Odier Asset Management (Switzerland)
Switzerland
$578K -$18.1K -434 -3%
WF
754
Welch & Forbes
Massachusetts
$578K +$5.55K +133 +0.8%
YAL
755
Your Advocates Ltd
Texas
$574K -$210K -5,035 -24%
DA
756
DSC Advisors
Illinois
$573K -$77.6K -1,860 -10%
CK
757
Cohen Klingenstein
New York
$572K
PSP
758
Principal Street Partners
Tennessee
$570K
HIC
759
Harvey Investment Company
Kentucky
$565K
RFM
760
Royal Fund Management
Florida
$564K -$2.63K -63 -0.4%
MIS
761
Morningstar Investment Services
Illinois
$564K +$110K +2,632 +20%
WPW
762
Warther Private Wealth
Ohio
$562K -$18.3K -438 -3%
ARC
763
Advisor Resource Council
Texas
$562K +$656K +15,718 New
GAAM
764
Guinness Atkinson Asset Management
California
$561K -$142K -3,396 -18%
CIG
765
Cairn Investment Group
Washington
$559K -$17.5K -420 -3%
BFA
766
Buttonwood Financial Advisors
Maryland
$558K -$918 -22 -0.1%
MIM
767
Marco Investment Management
Georgia
$553K +$4.17K +100 +0.7%
ST
768
Spinnaker Trust
Maine
$547K -$8.51K -204 -1%
WFC
769
Western Financial Corp
California
$540K +$630K +15,097 New
CCG
770
Ceeto Capital Group
Florida
$539K
TIAM
771
TT International Asset Management
United Kingdom
$536K -$292K -7,000 -32%
WI
772
Wahed Invest
New York
$534K -$63.7K -1,527 -9%
CC
773
Cannell & Co
New York
$534K -$26.1K -625 -4%
EML
774
Eos Management LP
New York
$533K
BAM
775
Belpointe Asset Management
Nevada
$531K -$74.1K -1,777 -11%