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Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
476
Clear Harbor Asset Management
Connecticut
$1.06M +$7.94K +10 +0.8%
WI
477
WrapManager Inc
California
$1.06M -$123K -155 -10%
Mackenzie Financial
478
Mackenzie Financial
Ontario, Canada
$1.04M +$92.9K +117 +10%
HBWM
479
Hollow Brook Wealth Management
New York
$1.03M +$794 +1 +0.1%
FTA
480
Financial & Tax Architects
Missouri
$1.02M +$261K +329 +35%
KCM
481
Knoll Capital Management
Florida
$1.01M – – –
IIC
482
Integrated Investment Consultants
Michigan
$1.01M -$69.1K -87 -6%
SSWM
483
Sheets Smith Wealth Management
North Carolina
$1M – – –
BSAM
484
Blue Square Asset Management
New York
$1M +$999K +1,257 New
CCM
485
Coldstream Capital Management
Washington
$996K -$516K -649 -34%
FAFN
486
First Affirmative Financial Network
Colorado
$988K +$27K +34 +3%
GQG Partners
487
GQG Partners
Florida
$982K -$20.9M -26,309 -96%
TWM
488
Titus Wealth Management
California
$980K +$27.8K +35 +3%
IA
489
IAM Advisory
Pennsylvania
$975K +$5.56K +7 +0.5%
CIC
490
Chilton Investment Company
Connecticut
$974K +$485K +610 +99%
SI
491
Shaker Investments
Ohio
$973K +$3.18K +4 +0.3%
SFO
492
Stokes Family Office
Louisiana
$960K +$2.38K +3 +0.2%
Lido Advisors
493
Lido Advisors
California
$952K -$149K -188 -14%
MIM
494
Martin Investment Management
Florida
$951K +$122K +153 +15%
AF
495
Allworth Financial
California
$950K +$27K +34 +3%
KPWS
496
Kestra Private Wealth Services
Texas
$949K +$160K +201 +20%
HC
497
Henshaw Capital
Massachusetts
$946K +$36.5K +46 +4%
CW
498
CreativeOne Wealth
Kansas
$942K +$203K +255 +27%
ACM
499
Allred Capital Management
Texas
$938K +$14.3K +18 +2%
SRC
500
Sage Rhino Capital
California
$934K +$83.4K +105 +10%