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Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
401
KBC Group
Belgium
$370K – – –
CFM
402
Compass Financial Management
Florida
$368K +$307K +462 New
CCAL
403
City Center Advisors LLC
Michigan
$367K +$305K +459 New
ECM
404
Everence Capital Management
Indiana
$355K +$295K +444 New
BMCM
405
Bryn Mawr Capital Management
Pennsylvania
$354K -$7.98K -12 -3%
JCM
406
Jag Capital Management
Missouri
$347K -$338K -508 -54%
BHC
407
Bull Harbor Capital
Maryland
$347K -$33.9K -51 -11%
CIBC Asset Management
408
CIBC Asset Management
Ontario, Canada
$344K -$214K -322 -43%
BPWM
409
BCS Private Wealth Management
New Jersey
$341K – – –
OPWM
410
Oxinas Partners Wealth Management
Indiana
$335K -$6.65K -10 -2%
Lido Advisors
411
Lido Advisors
California
$335K +$279K +419 New
SCM
412
Shelton Capital Management
Colorado
$329K +$274K +412 New
WJWM
413
Williams Jones Wealth Management
New York
$327K – – –
AssetMark Inc
414
AssetMark Inc
California
$323K +$39.9K +60 +17%
MG
415
Marex Group
$322K +$268K +403 New
ANTB
416
AMG National Trust Bank
Colorado
$319K – – –
AG
417
Ascent Group
Virginia
$313K -$1.33K -2 -0.5%
KWM
418
Kingsview Wealth Management
Oregon
$312K +$13.3K +20 +5%
ACM
419
Azarias Capital Management
Pennsylvania
$302K – – –
HIP
420
HUB Investment Partners
Texas
$301K +$251K +377 New
SIC
421
Sage Investment Counsel
Tennessee
$293K -$24K -36 -9%
Capstone Investment Advisors
422
Capstone Investment Advisors
New York
$288K -$42.6K -64 -15%
EWA
423
EP Wealth Advisors
California
$277K +$231K +347 New
BP
424
Ballentine Partners
Massachusetts
$276K +$230K +345 New
OAM
425
Oppenheimer Asset Management
New York
$275K +$230K +345 New