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Name Holding Trade Value Shares
Change
Change in
Stake
CA
351
Clearstead Advisors
Ohio
$212K +$2.28K +32 +1%
MAM
352
Magellan Asset Management
Australia
$207K +$12K +168 +6%
BC
353
Bridgefront Capital
Texas
$206K -$786K -11,029 -79%
Lido Advisors
354
Lido Advisors
California
$206K -$356 -5 -0.2%
MAFM
355
Mid Atlantic Financial Management
Pennsylvania
$201K -$17.5K -245 -8%
RIM
356
Rockbridge Investment Management
New York
$200K
LWCFA
357
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$198K +$200K +2,811 New
HIA
358
Harbor Investment Advisory
Maryland
$190K +$19.2K +270 +11%
FHC
359
First Horizon Corporation
Tennessee
$171K
OSAM
360
O'Shaughnessy Asset Management
Connecticut
$147K -$52.6K -738 -26%
IA
361
IFP Advisors
Florida
$141K -$356 -5 -0.3%
HI
362
Harbour Investments
Wisconsin
$131K -$4.84K -68 -4%
RDWM
363
Red Door Wealth Management
Tennessee
$127K +$129K +1,818 New
AssetMark Inc
364
AssetMark Inc
California
$126K +$8.55K +120 +7%
SPIA
365
Steward Partners Investment Advisory
New York
$121K -$50.6K -710 -29%
FF
366
FourThought Financial
Florida
$114K +$15.2K +213 +15%
GRP
367
Global Retirement Partners
California
$110K +$641 +9 +0.6%
PFSC
368
Peoples Financial Services Corp
Pennsylvania
$107K +$57K +800 +110%
GWM
369
Geneos Wealth Management
Colorado
$105K -$95.4K -1,340 -47%
AAP
370
Arax Advisory Partners
Colorado
$104K +$105K +1,473 New
BAM
371
Belpointe Asset Management
Nevada
$104K +$105K +1,478 New
SSB
372
Sandy Spring Bank
Maryland
$97K +$5.98K +84 +7%
Northwestern Mutual Wealth Management
373
Northwestern Mutual Wealth Management
Wisconsin
$97K +$32.1K +450 +48%
MHR
374
Matthew Hamilton Rosenberg
$93K
MSFP
375
Mark Sheptoff Financial Planning
Connecticut
$84K -$14K -196 -14%