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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
651
Belpointe Asset Management
Nevada
$151K -$8.44K -76 -5%
APC
652
Aspire Private Capital
North Carolina
$138K +$12.4K +112 +10%
AIM
653
AIA Investment Management
Singapore
$138K +$44.2K +398 +47%
TF
654
TimeScale Financial
Massachusetts
$134K
CG
655
Cutler Group
California
$132K +$111K +1,001 +501%
IA
656
IndexIQ Advisors
New York
$131K +$79.4K +715 +152%
Bessemer Group
657
Bessemer Group
New Jersey
$128K -$1.11K -10 -0.9%
CT
658
Caldwell Trust
Florida
$127K
CF
659
Centaurus Financial
California
$127K +$127K +1,148 New
USGIU
660
U.S. Global Investors (USGI)
Texas
$116K +$117K +1,050 New
EFSCE
661
Enterprise Financial Services Corp (EFSC)
Missouri
$114K +$1.44K +13 +1%
First Manhattan
662
First Manhattan
New York
$110K
CTC
663
Central Trust Company
Missouri
$107K +$14.2K +128 +15%
BWM
664
BNC Wealth Management
Oregon
$107K +$108K +972 New
EI
665
Ellevest Inc
New York
$104K +$24K +216 +30%
NNP
666
Nachman Norwood & Parrott
South Carolina
$103K +$103K +932 New
FPA
667
First Pacific Advisors
California
$94K
IA
668
IFP Advisors
Florida
$93K -$136K -1,221 -59%
HCA
669
Horan Capital Advisors
Ohio
$88K +$88.8K +800 New
QCG
670
Quadrant Capital Group
Ohio
$86K +$21.2K +191 +33%
HMS
671
Hanseatic Management Services
New Mexico
$85K -$681K -6,136 -89%
BG
672
Bollard Group
Massachusetts
$82K
LWM
673
Liberty Wealth Management
California
$81K +$3.44K +31 +4%
SIAS
674
Shine Investment Advisory Services
Colorado
$78K +$23.5K +212 +43%
TPCW
675
TD Private Client Wealth
New York
$76.4K +$9.1K +82 +13%