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Name Holding Trade Value Shares
Change
Change in
Stake
ICG
451
InterOcean Capital Group
Tennessee
$300K +$249K +6,000 New
Vanguard Personalized Indexing Management
452
Vanguard Personalized Indexing Management
California
$298K +$247K +5,945 New
TAM
453
Tocqueville Asset Management
New York
$298K +$247K +5,950 New
QC
454
QCM Cayman
Texas
$290K -$142K -3,418 -37%
BSW
455
Buckingham Strategic Wealth
Missouri
$287K +$238K +5,731 New
LSWM
456
Lorne Steinberg Wealth Management
Canada
$284K +$235K +5,650 New
HSA
457
HBK Sorce Advisory
Pennsylvania
$282K +$234K +5,631 New
Northwestern Mutual Wealth Management
458
Northwestern Mutual Wealth Management
Wisconsin
$276K -$38.1K -916 -14%
MFW
459
Meristem Family Wealth
Minnesota
$275K +$228K +5,497 New
IIC
460
Ironwood Investment Counsel
Arizona
$275K +$228K +5,500 New
MMA
461
Miracle Mile Advisors
California
$272K +$225K +5,428 New
VFA
462
Valeo Financial Advisors
Indiana
$271K +$109K +2,621 +94%
GC
463
Gilbert & Cook
Iowa
$271K +$225K +5,423 New
SAM
464
S.A. Mason
Michigan
$270K – – –
MFG
465
Magnus Financial Group
New York
$268K +$222K +5,351 New
Credit Agricole
466
Credit Agricole
France
$265K +$220K +5,300 New
PTP
467
Platform Technology Partners
New York
$265K +$220K +5,300 New
RIL
468
Rothschild Investment LLC
Illinois
$265K +$220K +5,300 New
SDAM
469
Shulman DeMeo Asset Management
New York
$258K +$214K +5,154 New
WS
470
Wedbush Securities
California
$250K -$295K -7,094 -59%
BPCE
471
Bank Pictet & Cie (Europe)
Germany
$250K -$208K -5,000 -50%
MA
472
Mutual Advisors
Nebraska
$249K +$207K +4,975 New
ECG
473
EPIQ Capital Group
California
$244K +$203K +4,882 New
BAM
474
Belpointe Asset Management
Nevada
$235K +$10.6K +256 +6%
CBFP
475
Cedar Brook Financial Partners
Ohio
$235K +$195K +4,694 New