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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
Avior Wealth Management
Nebraska
$4.88M +$364K +1,893 +9%
LA
427
Lynch & Associates
Indiana
$4.88M -$37.9K -197 -0.9%
BAM
428
Belpointe Asset Management
Nevada
$4.86M +$1.4M +7,267 +47%
QT
429
Quantbot Technologies
New York
$4.85M -$476K -2,474 -10%
TU
430
TDAM USA
Ontario, Canada
$4.83M -$124K -646 -3%
PAIM
431
Punch & Associates Investment Management
Minnesota
$4.82M -$155K -807 -3%
BOC
432
Barbara Oil Co
Illinois
$4.82M
MPIM
433
McGinn Penninger Investment Management
Virginia
$4.78M +$4.29M +22,306 New
OCM
434
One Capital Management
California
$4.76M +$462K +2,402 +12%
OGC
435
Oak Grove Capital
New Hampshire
$4.75M +$2.21M +11,490 +107%
Skandinaviska Enskilda Banken (SEB)
436
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.74M
CCM
437
Coldstream Capital Management
Washington
$4.71M -$285K -1,481 -6%
FCI
438
Financial Counselors Inc
Kansas
$4.71M -$239K -1,243 -5%
AP
439
Advisor Partners
California
$4.66M +$330K +1,718 +9%
SS
440
Simplicity Solutions
Minnesota
$4.63M -$370K -1,926 -8%
NCGI
441
Next Century Growth Investors
Minnesota
$4.62M +$868K +4,517 +26%
B
442
BP
United Kingdom
$4.59M -$1.39M -7,255 -25%
FFN
443
Focus Financial Network
Minnesota
$4.55M +$824K +4,287 +25%
HAG
444
HighPoint Advisor Group
Illinois
$4.53M +$2.32M +12,092 +135%
RCAMU
445
Rothschild & Co Asset Management US
Connecticut
$4.52M -$1.16M -6,034 -22%
KFP
446
KMG Fiduciary Partners
Ohio
$4.49M +$416K +2,166 +11%
CIA
447
Capital Investment Advisors
Georgia
$4.48M +$5.96K +31 +0.1%
SCA
448
Stonebridge Capital Advisors
Minnesota
$4.44M +$166K +865 +4%
H
449
HoyleCohen
California
$4.43M +$71.5K +372 +2%
WCF
450
West Coast Financial
California
$4.36M -$98.8K -514 -2%