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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
351
Prospera Financial Services
Texas
$692K +$17.9K +187 +3%
SFI
352
Siemens Fonds Invest
Germany
$691K +$194K +2,026 +39%
PFMU
353
Privium Fund Management (UK)
United Kingdom
$680K -$2.3K -24 -0.3%
SFA
354
Sequoia Financial Advisors
Ohio
$680K +$8.06K +84 +1%
SGI
355
Summit Global Investments
Utah
$675K +$767 +8 +0.1%
CM
356
Caption Management
Oklahoma
$670K +$671K +7,000 New
CCIA
357
Campbell & Co Investment Adviser
Maryland
$666K -$1.45M -15,095 -68%
GRP
358
Global Retirement Partners
California
$666K +$182K +1,899 +38%
Corient Private Wealth
359
Corient Private Wealth
Florida
$659K -$31.8K -332 -5%
EGM
360
Engineers Gate Manager
New York
$649K -$9.64M -100,523 -94%
EH
361
Equitable Holdings
New York
$635K +$116K +1,207 +22%
BAM
362
Belpointe Asset Management
Nevada
$631K
BBP
363
Banco BTG Pactual
Brazil
$621K -$194K -2,026 -24%
JFG
364
Jefferies Financial Group
New York
$613K -$3.39M -35,391 -85%
P
365
&Partners
Tennessee
$607K +$234K +2,443 +63%
IA
366
Inspire Advisors
Idaho
$606K +$20K +209 +3%
VT
367
Vise Technologies
New York
$604K +$332K +3,457 +121%
SCM
368
Shelton Capital Management
Colorado
$604K +$381K +3,973 +170%
HC
369
Henshaw Capital
Massachusetts
$601K
CWM
370
Circle Wealth Management
New Jersey
$595K
BOM
371
Bank of Marin
California
$578K -$14K -146 -2%
ATC
372
Argent Trust Co
Tennessee
$575K +$93.3K +973 +19%
PIA
373
Perennial Investment Advisors
California
$564K +$29.2K +304 +5%
AAM
374
Advisors Asset Management
Colorado
$562K -$6.33K -66 -1%
FCI
375
Financial Counselors Inc
Kansas
$560K +$4.51K +47 +0.8%