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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
401
Belpointe Asset Management
Nevada
$387K +$365K +4,433 New
FCA
402
Fortis Capital Advisors
Kansas
$387K +$365K +4,433 New
GI
403
GAMMA Investing
California
$385K +$15.7K +191 +5%
OWM
404
Opes Wealth Management
California
$385K -$24.7K -300 -6%
IWC
405
Integrated Wealth Concepts
Massachusetts
$385K +$363K +4,413 New
SMDAM
406
Sumitomo Mitsui DS Asset Management
Japan
$381K -$1.22M -14,774 -77%
BP
407
Ballentine Partners
Massachusetts
$374K -$117K -1,419 -25%
CIA
408
Concurrent Investment Advisors
Florida
$374K +$353K +4,289 New
OC
409
Oppenheimer & Co
New York
$373K -$108K -1,310 -23%
ECM
410
Everence Capital Management
Indiana
$372K
WT
411
Washington Trust
Rhode Island
$371K -$25.2K -306 -7%
SC
412
Savant Capital
Illinois
$368K +$9.71K +118 +3%
PTP
413
Platform Technology Partners
New York
$367K -$3.29K -40 -0.9%
BHCM
414
Brevan Howard Capital Management
Jersey
$367K -$446K -5,428 -56%
RA
415
Ransom Advisory
Rhode Island
$366K -$41.1K -500 -11%
BIAS
416
Beacon Investment Advisory Services
New Jersey
$358K +$19.1K +232 +6%
CI
417
CX Institutional
Indiana
$352K +$6.99K +85 +2%
RIL
418
Rothschild Investment LLC
Illinois
$351K -$4.93K -60 -1%
MIFH
419
Migdal Insurance & Financial Holdings
Israel
$349K -$165K -2,000 -33%
IWA
420
IVC Wealth Advisors
Pennsylvania
$342K -$19.4K -236 -6%
MEAC
421
M.E. Allison & Co
Texas
$342K
FFM
422
Forum Financial Management
Illinois
$339K +$320K +3,887 New
MSA
423
MUFG Securities Americas
New York
$338K +$740 +9 +0.2%
Cambridge Investment Research Advisors
424
Cambridge Investment Research Advisors
Iowa
$336K +$27.5K +334 +9%
OIA
425
OneDigital Investment Advisors
Kansas
$335K +$97K +1,179 +44%