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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
201
Belpointe Asset Management
Nevada
$375K +$740 +12 +0.2%
CGH
202
Crossmark Global Holdings
Texas
$373K -$4.32K -70 -1%
GC
203
Guidance Capital
Kentucky
$351K +$29.4K +477 +11%
NAS
204
Nicolet Advisory Services
Wisconsin
$350K +$298K +4,828 New
BRWA
205
B. Riley Wealth Advisors
Florida
$349K -$11.8K -191 -4%
Verition Fund Management
206
Verition Fund Management
Connecticut
$344K +$287K +4,651 New
MIM
207
Marco Investment Management
Georgia
$343K
TIM
208
Tevis Investment Management
Texas
$336K -$26K -422 -8%
TI
209
Tidal Investments
Wisconsin
$333K +$16.7K +270 +6%
GRP
210
Global Retirement Partners
California
$330K +$239K +3,873 +462%
CAN
211
Cetera Advisor Networks
California
$323K -$617 -10 -0.2%
ACM
212
AlphaStar Capital Management
North Carolina
$319K -$276K -4,469 -51%
X
213
Xponance
Pennsylvania
$304K +$7.03K +114 +3%
Baird Financial Group
214
Baird Financial Group
Wisconsin
$298K +$12.8K +208 +5%
PA
215
Profund Advisors
Maryland
$298K +$13.7K +222 +6%
ECM
216
Evergreen Capital Management
Washington
$295K +$925 +15 +0.4%
Mackenzie Financial
217
Mackenzie Financial
Ontario, Canada
$293K
SCM
218
Semanteon Capital Management
Massachusetts
$292K +$244K +3,950 New
QCG
219
Quadrant Capital Group
Ohio
$290K +$24.9K +403 +11%
MLICM
220
Metropolitan Life Insurance Company (MetLife)
New York
$288K
TCOO
221
Trust Company of Oklahoma
Oklahoma
$284K
HR
222
Hardy Reed
Mississippi
$270K -$3.08K -50 -1%
ACM
223
Aquatic Capital Management
Illinois
$266K -$222K -3,600 -50%
ACI
224
Alpha Cubed Investments
California
$266K -$46.3K -750 -17%
SOW
225
State of Wyoming
Wyoming
$264K -$2.28K -37 -1%