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Name Holding Trade Value Shares
Change
Change in
Stake
Perpetual Ltd
1001
Perpetual Ltd
Australia
$810K -$88.4K -724 -11%
LSAG
1002
Lake Street Advisors Group
New Hampshire
$803K +$689K +5,641 New
Belpointe Asset Management
1003
Belpointe Asset Management
Nevada
$803K +$339K +2,781 +97%
SC
1004
Syon Capital
California
$802K +$687K +5,630 New
Farther Finance Advisors
1005
Farther Finance Advisors
California
$801K +$336K +2,749 +96%
Harbour Investments
1006
Harbour Investments
Wisconsin
$799K -$11K -90 -2%
BHWM
1007
Bar Harbor Wealth Management
New Hampshire
$798K -$14K -115 -2%
TA
1008
Tectonic Advisors
Texas
$795K +$43.8K +359 +7%
BB
1009
Berkshire Bank
Massachusetts
$789K +$31.6K +259 +5%
GWSG
1010
GPS Wealth Strategies Group
Colorado
$789K -$29.3K -240 -4%
MFG
1011
MidWestOne Financial Group
Iowa
$784K – – –
WesBanco Bank
1012
WesBanco Bank
West Virginia
$784K -$3.76M -30,841 -85%
CCA
1013
Checchi Capital Advisers
California
$781K +$244 +2 +0%
ATC
1014
Adirondack Trust Company
New York
$778K -$23.8K -195 -4%
InterOcean Capital Group
1015
InterOcean Capital Group
Tennessee
$775K -$100K -820 -13%
AMM
1016
American Money Management
California
$774K -$13.9K -114 -2%
CAM
1017
Cidel Asset Management
Ontario, Canada
$772K +$662K +5,421 New
ARGA Investment Management
1018
ARGA Investment Management
Connecticut
$771K +$661K +5,412 New
CG
1019
Corundum Group
Colorado
$768K -$254K -2,082 -28%
VCP
1020
Verus Capital Partners
Arizona
$767K +$48.7K +399 +8%
CreativeOne Wealth
1021
CreativeOne Wealth
Kansas
$765K +$25.1K +206 +4%
TCOT
1022
Trust Company of Toledo
Ohio
$765K -$203K -1,660 -24%
S
1023
SimplyRich
California
$763K – – –
Larson Financial Group
1024
Larson Financial Group
Missouri
$760K +$8.54K +70 +1%
MMPW
1025
Mitchell McLeod Pugh & Williams
Alabama
$760K -$28.2K -231 -4%