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Name Holding Trade Value Shares
Change
Change in
Stake
MA
676
Modus Advisors
Minnesota
$286K +$11.6K +94 +4%
SFG
677
SevenBridge Financial Group
Pennsylvania
$286K +$6.15K +50 +2%
P
678
Pitcairn
Pennsylvania
$285K -$445K -3,618 -59%
II
679
Inspire Investing
Idaho
$284K +$65.2K +530 +27%
RWA
680
Roberts Wealth Advisors
California
$284K
BAM
681
Belpointe Asset Management
Nevada
$281K -$14.8K -120 -5%
SAM
682
Shell Asset Management
Netherlands
$269K +$288K +2,340 New
SC
683
Sapient Capital
Indiana
$267K -$59.1K -481 -17%
LS
684
Livforsakringsbolaget Skandia
Sweden
$266K +$206K +1,675 +261%
EGA
685
E&G Advisors
Texas
$265K -$12.3K -100 -4%
LCG
686
Luxor Capital Group
New York
$264K +$283K +2,300 New
HHGA
687
Halbert Hargrove Global Advisors
California
$258K
KWM
688
Kingsview Wealth Management
Oregon
$258K -$144K -1,170 -34%
DA
689
Doliver Advisors
Texas
$257K -$23.2K -189 -8%
LSAG
690
Lake Street Advisors Group
New Hampshire
$257K -$61.1K -497 -18%
OR
691
Olympiad Research
Connecticut
$255K +$273K +2,218 New
NS
692
NBC Securities
Alabama
$251K +$258K +2,095 +2,182%
Kovitz Investment Group Partners
693
Kovitz Investment Group Partners
Illinois
$250K -$121K -984 -27%
First Manhattan
694
First Manhattan
New York
$249K +$267K +2,170 New
S
695
SignatureFD
Georgia
$248K +$30.5K +248 +13%
KWMG
696
King Wealth Management Group
Florida
$243K +$3.07K +25 +1%
WWM
697
Western Wealth Management
Colorado
$243K -$14.1K -115 -5%
CA
698
Clearstead Advisors
Ohio
$243K +$45.5K +370 +21%
CA
699
Carson Advisory
Georgia
$240K +$257K +2,090 New
MAM
700
Mystic Asset Management
Rhode Island
$239K +$66.3K +539 +35%