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Name Holding Trade Value Shares
Change
Change in
Stake
FM
551
Foster & Motley
Ohio
$218K +$211K +2,279 New
CGL
552
Clarius Group LLC
Washington
$216K +$202K +2,182 New
ACA
553
Atlas Capital Advisors
Wyoming
$216K +$17.4K +188 +9%
CIBC World Market
554
CIBC World Market
Ontario, Canada
$215K -$833 -9 -0.4%
TFS
555
Thoroughbred Financial Services
Tennessee
$214K
S
556
SimplyRich
California
$210K
AAS
557
Avantax Advisory Services
Texas
$208K +$201K +2,170 New
WJWM
558
Williams Jones Wealth Management
New York
$208K +$201K +2,170 New
FT
559
Fiduciary Trust
Massachusetts
$208K +$201K +2,171 New
RMAM
560
Raab & Moskowitz Asset Management
New Jersey
$206K
Mercer Global Advisors
561
Mercer Global Advisors
Colorado
$203K -$5.93K -64 -3%
VFA
562
Voya Financial Advisors
Connecticut
$202K +$196K +2,117 New
LCP
563
Legacy Capital Partners
Wisconsin
$201K +$194K +2,094 New
TCOV
564
Trust Company of Vermont
Vermont
$200K
AL
565
Aspiriant LLC
California
$200K +$193K +2,087 New
KMWM
566
Keudell/Morrison Wealth Management
Oregon
$200K +$193K +2,088 New
BAM
567
Belpointe Asset Management
Nevada
$197K +$26.8K +289 +16%
SPIA
568
Steward Partners Investment Advisory
New York
$190K -$11.2K -121 -6%
IFAM
569
Institutional & Family Asset Management
Colorado
$185K -$278 -3 -0.2%
BFEC
570
Benjamin F. Edwards & Company
Missouri
$184K -$9.26K -100 -5%
SIAP
571
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$175K
BAMCO Inc
572
BAMCO Inc
New York
$171K -$6.2K -67 -4%
ARMT
573
Amica Retiree Medical Trust
Rhode Island
$157K
CFG
574
Citizens Financial Group
Rhode Island
$150K +$11.2K +121 +8%
GWM
575
Geneos Wealth Management
Colorado
$144K +$463 +5 +0.3%