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Name Holding Trade Value Shares
Change
Change in
Stake
TPA
601
Trivium Point Advisory
Connecticut
$690K -$20.1K -65 -3%
EAM
602
Empirical Asset Management
Massachusetts
$684K +$672K +2,170 New
Cresset Asset Management
603
Cresset Asset Management
Illinois
$676K +$619 +2 +0.1%
I
604
InceptionR
California
$670K +$657K +2,124 New
ZB
605
Zions Bancorporation
Utah
$669K -$6.19K -20 -0.9%
SIA
606
SkyView Investment Advisors
New Jersey
$668K +$15.2K +49 +2%
KFP
607
KB Financial Partners
New Jersey
$666K +$14.9K +48 +2%
Focus Partners Advisor Solutions
608
Focus Partners Advisor Solutions
Missouri
$656K +$15.8K +51 +3%
RI
609
Ridgewood Investments
New Jersey
$644K – – –
Capital Analysts LLC
610
Capital Analysts LLC
Pennsylvania
$640K -$173K -560 -22%
CBNLCF
611
Cognios Beta Neutral Large Cap Fund
Kansas
$635K -$26.6K -86 -4%
VCM
612
Vigilant Capital Management
Maine
$632K -$2.79K -9 -0.4%
TIM
613
Thompson Investment Management
Wisconsin
$631K – – –
PFM
614
Parsec Financial Management
North Carolina
$626K – – –
PWPS
615
Pinnacle Wealth Planning Services
Ohio
$624K -$8.05K -26 -1%
Summit Trail Advisors
616
Summit Trail Advisors
New York
$623K -$60.7K -196 -9%
Advisory Services Network
617
Advisory Services Network
Georgia
$622K -$50.8K -164 -8%
First National Bank of Omaha
618
First National Bank of Omaha
Nebraska
$611K -$150K -483 -20%
Atria Wealth Solutions
619
Atria Wealth Solutions
New York
$611K +$46.1K +149 +8%
SignatureFD
620
SignatureFD
Georgia
$610K +$8.98K +29 +2%
PMFA
621
Plante Moran Financial Advisors
Michigan
$610K – – –
FBFS
622
First Business Financial Services
Wisconsin
$606K – – –
Belpointe Asset Management
623
Belpointe Asset Management
Nevada
$603K -$284K -918 -32%
Harris Associates
624
Harris Associates
Illinois
$602K – – –
LAM
625
Lountzis Asset Management
Pennsylvania
$599K – – –