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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
451
SeaBridge Investment Advisors
New Jersey
$583K +$65K +447 +12%
BCA
452
Bay Colony Advisors
Massachusetts
$581K +$612K +4,212 New
CCP
453
Corient Capital Partners
California
$580K +$88.6K +609 +17%
PAG
454
Private Advisor Group
New Jersey
$572K +$66.9K +460 +12%
DBT
455
Dubuque Bank & Trust
Iowa
$570K +$11.8K +81 +2%
TCM
456
Tuttle Capital Management
Connecticut
$569K +$600K +4,127 New
BPCE
457
Bank Pictet & Cie (Europe)
Germany
$565K
LIA
458
LS Investment Advisors
Michigan
$563K -$149K -1,024 -20%
SWM
459
Strategic Wealth Management
Washington
$562K +$593K +4,076 New
Walleye Trading
460
Walleye Trading
New York
$559K +$590K +4,056 New
BRWA
461
B. Riley Wealth Advisors
Florida
$547K +$153K +1,050 +36%
GA
462
Geller Advisors
New York
$547K +$517K +3,552 +854%
RFC
463
Regions Financial Corp
Alabama
$545K -$11.3K -78 -2%
ACM
464
Azimuth Capital Management
Michigan
$545K -$7.27K -50 -1%
BFS
465
Bradley Foster & Sargent
Connecticut
$542K
NIM
466
NuWave Investment Management
New Jersey
$541K +$571K +3,925 New
SP
467
Symmetry Partners
Connecticut
$535K -$146K -1,007 -21%
Creative Planning
468
Creative Planning
Kansas
$535K +$50K +344 +10%
William Blair & Company
469
William Blair & Company
Illinois
$531K +$142K +977 +34%
CIM
470
CIM Investment Management
Pennsylvania
$530K -$19.8K -136 -3%
W
471
WealthStone
Ohio
$530K +$8.58K +59 +2%
AIP
472
Ameritas Investment Partners
Nebraska
$515K -$27.9K -192 -5%
VFA
473
Voya Financial Advisors
Connecticut
$513K +$293K +2,012 +116%
BAM
474
Belpointe Asset Management
Nevada
$509K +$537K +3,695 New
FCI
475
Financial Counselors Inc
Kansas
$507K -$144K -987 -21%