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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1351
Aigen Investment Management
New York
$664K +$689K +503 New
DM
1352
Diversified Management
Wisconsin
$664K +$689K +503 New
LTM
1353
Lotus Technology Management
Florida
$663K +$688K +502 New
WFP
1354
Worthington Financial Partners
Ohio
$662K
CAIMH
1355
Central Asset Investments & Management Holdings
Hong Kong
$660K +$685K +500 New
PWP
1356
Pursue Wealth Partners
California
$660K
FTWA
1357
Fifth Third Wealth Advisors
Ohio
$660K +$252K +184 +58%
BC
1358
BDFS Capital
Delaware
$659K -$94.6K -69 -12%
BAM
1359
Blueshift Asset Management
New Jersey
$654K +$678K +495 New
TCBWMS
1360
Texas Capital Bank Wealth Management Services
Texas
$653K +$363K +265 +116%
FNBOH
1361
First National Bank of Hutchinson
Kansas
$652K +$677K +494 New
PC
1362
Permanens Capital
New York
$651K -$1.42M -1,038 -68%
OWA
1363
Outlook Wealth Advisors
Texas
$651K -$11K -8 -2%
LWM
1364
LJI Wealth Management
Indiana
$650K
PCFFS
1365
Pacific Center for Financial Services
California
$649K -$118K -86 -15%
AFA
1366
Arlington Financial Advisors
California
$647K
FFWA
1367
FRG Family Wealth Advisors
Washington
$647K +$65.8K +48 +11%
MWM
1368
Mindset Wealth Management
Indiana
$643K +$151K +110 +29%
BCG
1369
Breakwater Capital Group
New Jersey
$641K -$5.48K -4 -0.8%
RG
1370
Rathbones Group
United Kingdom
$641K -$8.22K -6 -1%
PAW
1371
Plan A Wealth
Nebraska
$639K +$24.7K +18 +4%
SWA
1372
Stratos Wealth Advisors
Ohio
$635K -$153K -112 -19%
SAM
1373
Secure Asset Management
Michigan
$633K -$1.37K -1 -0.2%
MFA
1374
Mayflower Financial Advisors
Massachusetts
$633K +$34.3K +25 +6%
APM
1375
a16z Perennial Management
California
$631K