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Name Holding Trade Value Shares
Change
Change in
Stake
PI
201
Putnam Investments
Massachusetts
$310K -$2.86K -45 -0.8%
II
202
Inspire Investing
Idaho
$307K +$25.4K +400 +8%
CGH
203
Crossmark Global Holdings
Texas
$299K -$11.9K -188 -4%
AAM
204
Aureus Asset Management
Massachusetts
$297K +$332K +5,226 New
BAM
205
Belpointe Asset Management
Nevada
$288K +$33.7K +530 +12%
TIM
206
Tevis Investment Management
Texas
$283K +$6.86K +108 +2%
Lido Advisors
207
Lido Advisors
California
$281K +$314K +4,945 New
GVAG
208
Great Valley Advisor Group
Delaware
$279K +$312K +4,914 New
BRWA
209
B. Riley Wealth Advisors
Florida
$279K -$342K -5,379 -52%
PRC
210
Pearl River Capital
Michigan
$270K +$302K +4,756 New
WAG
211
Wallace Advisory Group
California
$269K -$94.9K -1,493 -34%
MIM
212
Marco Investment Management
Georgia
$264K -$64 -1 -0%
CAN
213
Cetera Advisor Networks
California
$249K +$279K +4,385 New
XT
214
XTX Topco
Cayman Islands
$249K +$278K +4,381 New
ACI
215
Alpha Cubed Investments
California
$247K
GCM
216
Graham Capital Management
Connecticut
$246K +$275K +4,322 New
TI
217
Tidal Investments
Wisconsin
$241K +$38.8K +610 +17%
GC
218
Guidance Capital
Kentucky
$237K +$21.9K +344 +9%
X
219
Xponance
Pennsylvania
$228K +$2.1K +33 +0.8%
ECM
220
Evergreen Capital Management
Washington
$226K +$5.08K +80 +2%
Janney Montgomery Scott
221
Janney Montgomery Scott
Pennsylvania
$222K -$32.4K -510 -12%
MLICM
222
Metropolitan Life Insurance Company (MetLife)
New York
$222K +$12.6K +199 +5%
JFG
223
Jefferies Financial Group
New York
$221K +$247K +3,886 New
Mackenzie Financial
224
Mackenzie Financial
Ontario, Canada
$220K -$7.12K -112 -3%
API
225
Advisor Partners II
California
$219K +$3.62K +57 +1%