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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
626
Belpointe Asset Management
Nevada
$173K +$9.88K +53 +6%
TL
627
TrueWealth LLC
Georgia
$170K
CIA
628
CSat Investment Advisory
Michigan
$168K +$63.4K +340 +64%
CFA
629
Carroll Financial Associates
North Carolina
$167K +$2.24K +12 +1%
SIAS
630
Shine Investment Advisory Services
Colorado
$166K
MAM
631
Meeder Asset Management
Ohio
$145K +$87.4K +469 +165%
HFM
632
Harvest Fund Management
China
$143K -$129K -694 -48%
NCM
633
New Capital Management
Texas
$143K
SFS
634
Sowell Financial Services
Arkansas
$141K -$94.1K -505 -41%
TPWA
635
TRUE Private Wealth Advisors
Oregon
$141K +$137K +735 New
QT
636
Quantbot Technologies
New York
$139K +$135K +726 New
CCM
637
Covington Capital Management
California
$138K +$2.98K +16 +2%
CI Investments Inc
638
CI Investments Inc
Ontario, Canada
$136K -$1.15M -6,157 -90%
IA
639
IndexIQ Advisors
New York
$131K +$112K +599 +749%
OPS
640
Orion Portfolio Solutions
Nebraska
$128K +$124K +667 New
EI
641
Ellevest Inc
New York
$127K -$6.71K -36 -5%
DWA
642
Dougherty Wealth Advisers
Minnesota
$127K
TAIM
643
TD Ameritrade Investment Management
Nebraska
$127K +$8.2K +44 +7%
S
644
SignatureFD
Georgia
$118K -$6.71K -36 -6%
AIM
645
AIA Investment Management
Singapore
$118K +$114K +612 New
CA
646
Clearstead Advisors
Ohio
$117K -$21.2K -114 -16%
GWMIA
647
Global Wealth Management Investment Advisory
Florida
$117K
GWM
648
Geneos Wealth Management
Colorado
$116K +$114K +614 New
MCM
649
Manchester Capital Management
Vermont
$112K +$108K +580 New
TWA
650
TCI Wealth Advisors
Arizona
$111K +$1.12K +6 +1%