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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
151
Belpointe Asset Management
Nevada
$407K +$583 +13 +0.2%
SAM
152
Securian Asset Management
Minnesota
$400K -$4.49K -100 -1%
KPWS
153
Kestra Private Wealth Services
Texas
$379K +$2.38K +53 +0.7%
CGH
154
Crossmark Global Holdings
Texas
$362K -$8.07K -180 -2%
OAM
155
Oppenheimer Asset Management
New York
$359K -$7.4K -165 -2%
PMG
156
ProVise Management Group
Florida
$355K -$2.2K -49 -0.7%
PA
157
Profund Advisors
Maryland
$352K +$17.2K +383 +5%
VCA
158
Verdence Capital Advisors
Maryland
$350K +$328K +7,320 New
WG
159
Winton Group
United Kingdom
$315K +$295K +6,575 New
CP
160
CenterBook Partners
Connecticut
$310K +$291K +6,477 New
PAMS
161
Pictet Asset Management (Switzerland)
Switzerland
$308K +$23.8K +530 +9%
SM
162
Sciencast Management
New Jersey
$299K +$268K +5,979 New
PGFC
163
Peapack-Gladstone Financial Corp
New Jersey
$288K -$9.78K -218 -3%
SIA
164
Schechter Investment Advisors
Michigan
$285K +$267K +5,956 New
E
165
Ergoteles
New York
$274K +$257K +5,731 New
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$273K -$11.7K -260 -4%
Osaic Holdings
167
Osaic Holdings
Arizona
$267K -$168K -3,744 -40%
SCM
168
Shelton Capital Management
Colorado
$252K
Mackenzie Financial
169
Mackenzie Financial
Ontario, Canada
$248K -$16.8K -374 -7%
LPL Financial
170
LPL Financial
California
$238K -$5.11K -114 -2%
KWA
171
KCS Wealth Advisory
California
$232K -$196K -4,365 -47%
SQA
172
Simon Quick Advisors
New Jersey
$160K -$79.4K -1,770 -35%
US Bancorp
173
US Bancorp
Minnesota
$157K +$29.5K +658 +25%
FF
174
FourThought Financial
Florida
$127K +$37.5K +836 +46%
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$104K +$1.93K +43 +2%