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Name Holding Trade Value Shares
Change
Change in
Stake
DHFB
701
Dixon Hubard Feinour & Brown
Virginia
$358K +$8.57K +75 +2%
BA
702
Bristlecone Advisors
Washington
$357K -$47.8K -418 -12%
BFM
703
Boston Financial Management
Massachusetts
$356K
LA
704
Legacy Advisors
Pennsylvania
$353K
BAM
705
Belpointe Asset Management
Nevada
$352K -$2.74K -24 -0.8%
PAMG
706
Patton Albertson Miller Group
Tennessee
$352K
SCM
707
Shelton Capital Management
Colorado
$352K
FBT
708
First Bankers Trust
Kentucky
$350K -$5.71K -50 -2%
CLOS
709
Compagnie Lombard Odier SCmA
Switzerland
$349K +$229K +2,000 +187%
CAM
710
Carret Asset Management
New York
$348K
FFG
711
Frisch Financial Group
New York
$348K +$124K +1,083 +54%
SC
712
Savant Capital
Illinois
$346K +$3.43K +30 +1%
CAC
713
Cowen and Company
New York
$346K +$349K +3,050 New
AWM
714
Aevitas Wealth Management
Massachusetts
$343K +$229 +2 +0.1%
JFGIW
715
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$340K +$11.4K +100 +3%
CGL
716
Clarius Group LLC
Washington
$339K +$341K +2,987 New
CRC
717
Curi RMB Capital
Illinois
$337K -$26.9K -235 -7%
PIM
718
Profit Investment Management
Maryland
$337K
BOH
719
Bank of Hawaii
Hawaii
$336K -$76.8K -672 -18%
AUB
720
Atlantic Union Bankshares
Virginia
$336K -$7.54K -66 -2%
COI
721
Capital One Investing
Virginia
$336K
Fisher Asset Management
722
Fisher Asset Management
Washington
$336K +$12.3K +108 +4%
IP
723
Investment Partners
Ohio
$335K -$2.97K -26 -0.9%
TBA
724
Tower Bridge Advisors
Pennsylvania
$335K
LFAS
725
Level Four Advisory Services
Texas
$331K -$4.46K -39 -1%