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Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
301
Corient Private Wealth
Florida
$567K +$12.3K +186 +2%
CB
302
Commerce Bank
Missouri
$560K +$6.34K +96 +1%
BAM
303
Belpointe Asset Management
Nevada
$554K -$154K -2,330 -24%
JF
304
Joule Financial
Kentucky
$539K +$479K +7,249 New
DCM
305
DGS Capital Management
New Jersey
$538K +$10.2K +155 +2%
PFS
306
Prospera Financial Services
Texas
$533K +$474K +7,171 New
Capstone Investment Advisors
307
Capstone Investment Advisors
New York
$507K -$4.11M -62,186 -90%
Vanguard Personalized Indexing Management
308
Vanguard Personalized Indexing Management
California
$491K +$10.2K +154 +2%
QCM
309
Qsemble Capital Management
New York
$491K +$436K +6,600 New
FIM
310
Freedom Investment Management
Connecticut
$487K -$51.4K -778 -11%
SFA
311
Sequoia Financial Advisors
Ohio
$480K -$330 -5 -0.1%
CWM
312
Circle Wealth Management
New Jersey
$462K
QI
313
Qtron Investments
Massachusetts
$459K +$408K +6,174 New
GAM
314
Gotham Asset Management
New York
$448K +$32K +485 +9%
SCA
315
Snowden Capital Advisors
New York
$445K +$35.3K +534 +10%
CIBC World Market
316
CIBC World Market
Ontario, Canada
$441K +$98.8K +1,497 +34%
PRC
317
Pearl River Capital
Michigan
$436K -$138K -2,086 -26%
CM
318
Caption Management
Oklahoma
$431K +$152K +2,300 +66%
MGP
319
Metis Global Partners
California
$425K +$377K +5,716 New
BCM
320
Bayesian Capital Management
New York
$409K +$363K +5,500 New
AAM
321
Advisors Asset Management
Colorado
$406K +$22.8K +346 +7%
PIA
322
Perennial Investment Advisors
California
$406K -$7.59K -115 -2%
APG Asset Management
323
APG Asset Management
Netherlands
$401K +$89.3K +1,353 +29%
FCI
324
Financial Counselors Inc
Kansas
$375K +$6.54K +99 +2%
DC
325
Diametric Capital
Massachusetts
$353K +$314K +4,754 New