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Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1051
Sage Mountain Advisors
Georgia
$375K +$21.1K +364 +6%
LFG
1052
Lazard Frères Gestion
France
$375K +$17.4K +300 +5%
IWP
1053
Icon Wealth Partners
Texas
$372K -$110K -1,903 -23%
JC
1054
Jacobs & Co
California
$370K
IUHSA
1055
Itau Unibanco Holding S.A.
Brazil
$370K +$368K +6,338 New
RIA
1056
Regal Investment Advisors
Michigan
$366K +$16.2K +279 +5%
NMG
1057
New Millennium Group
Utah
$366K
AR
1058
Advisory Research
Illinois
$366K +$364K +6,270 New
SFG
1059
SevenBridge Financial Group
Pennsylvania
$363K
NPA
1060
Nichols & Pratt Advisers
Massachusetts
$359K -$5.8K -100 -2%
ST
1061
Sentinel Trust
Texas
$359K
TA
1062
Tectonic Advisors
Texas
$359K +$1.57K +27 +0.4%
CSC
1063
Caldwell Sutter Capital
California
$359K
CA
1064
Clearstead Advisors
Ohio
$357K +$26.7K +461 +8%
BIP
1065
Blueprint Investment Partners
North Carolina
$355K +$353K +6,091 New
AP
1066
Appleton Partners
Massachusetts
$355K -$29K -500 -8%
BLAM
1067
Bourne Lent Asset Management
New York
$353K
IA
1068
Inspire Advisors
Idaho
$352K -$19.7K -340 -5%
ETC
1069
Exchange Traded Concepts
Oklahoma
$352K +$338K +5,837 +3,009%
CG
1070
Clarus Group
Texas
$350K +$67.3K +1,161 +24%
GIA
1071
Gladstone Institutional Advisory
Florida
$350K -$75.1K -1,295 -18%
TLP
1072
Trinity Legacy Partners
Texas
$350K -$5.8K -100 -2%
SIM
1073
SSI Investment Management
California
$349K -$3.77K -65 -1%
ST
1074
Smithfield Trust
Pennsylvania
$349K -$19.5K -336 -5%
WT
1075
Whittier Trust
California
$348K +$3.83K +66 +1%