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Name Holding Trade Value Shares
Change
Change in
Stake
EAM
551
Eagle Asset Management
Florida
$975K +$123K +192 +15%
BAM
552
Belpointe Asset Management
Nevada
$974K +$135K +210 +17%
Carson Wealth (CWM LLC)
553
Carson Wealth (CWM LLC)
Nebraska
$973K +$84.1K +131 +10%
CBFP
554
Cedar Brook Financial Partners
Ohio
$969K +$89.9K +140 +11%
PA
555
Prossimo Advisors
California
$969K +$47.5K +74 +5%
BFS
556
Bradley Foster & Sargent
Connecticut
$963K +$389K +606 +75%
LCM
557
Liberty Capital Management
Michigan
$957K +$73.8K +115 +9%
CJL
558
Cyrus J. Lawrence
New York
$953K
FP
559
Financial Perspectives
Minnesota
$951K +$5.14K +8 +0.6%
Lido Advisors
560
Lido Advisors
California
$943K -$134K -209 -13%
XT
561
XTX Topco
Cayman Islands
$940K -$801K -1,247 -47%
WCA
562
Westover Capital Advisors
Delaware
$931K +$42.4K +66 +5%
LIM
563
Leavell Investment Management
Alabama
$920K -$64.2K -100 -7%
GCM
564
Goldstream Capital Management
Hong Kong
$919K +$867K +1,350 New
DWP
565
Daymark Wealth Partners
Ohio
$914K +$1.93K +3 +0.2%
KeyBank National Association
566
KeyBank National Association
Ohio
$909K -$3.85K -6 -0.4%
HIIFS
567
Harel Insurance Investments & Financial Services
Israel
$909K -$92.5K -144 -10%
BONST
568
Bank of Nova Scotia Trust
Ontario, Canada
$908K -$25K -39 -3%
DC
569
Davenport & Co
Virginia
$906K +$374K +582 +78%
CA
570
Continuum Advisory
Idaho
$895K -$2.57K -4 -0.3%
WOC
571
West Oak Capital
California
$880K +$272K +423 +49%
BTWM
572
Baker Tilly Wealth Management
Wisconsin
$876K -$77.1K -120 -9%
HWM
573
Hohimer Wealth Management
Washington
$868K +$80.9K +126 +11%
FFWA
574
FRG Family Wealth Advisors
Washington
$865K -$22.5K -35 -3%
SI
575
Stephens Inc
Arkansas
$865K +$40.5K +63 +5%