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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
651
SOL Capital Management
Maryland
$2.3M – – –
BAM
652
Belpointe Asset Management
Nevada
$2.3M -$167K -802 -7%
LNWWM
653
Laird Norton Wetherby Wealth Management
California
$2.29M +$57.3K +276 +3%
EDRH
654
Edmond de Rothschild Holding
Switzerland
$2.29M -$405K -1,951 -15%
MPM
655
Meritage Portfolio Management
Kansas
$2.29M +$9.77K +47 +0.4%
VI
656
Versor Investments
New York
$2.27M +$1.1M +5,292 +98%
NP
657
NorthRock Partners
Minnesota
$2.27M -$87.5K -421 -4%
BCV
658
Banque Cantonale Vaudoise
Switzerland
$2.26M -$94.1K -453 -4%
ACM
659
Adalta Capital Management
New York
$2.25M -$156K -749 -7%
SC
660
Searle & Co
Connecticut
$2.25M -$23.7K -114 -1%
KIA
661
KCM Investment Advisors
California
$2.23M +$12.1K +58 +0.6%
MOS
662
MGO One Seven
Ohio
$2.23M +$129K +622 +6%
PPW
663
Parcion Private Wealth
Washington
$2.22M +$17.5K +84 +0.8%
1SB
664
1ST Source Bank
Indiana
$2.2M +$11.2K +54 +0.5%
ZCM
665
Ziegler Capital Management
Illinois
$2.2M +$26.8K +129 +1%
PA
666
Profund Advisors
Maryland
$2.19M -$141K -678 -6%
TPWA
667
TRUE Private Wealth Advisors
Oregon
$2.18M -$36.2K -174 -2%
WAM
668
Weatherly Asset Management
California
$2.16M -$7.27K -35 -0.3%
HIC
669
Holderness Investments Company
North Carolina
$2.16M -$19.3K -93 -0.9%
VLC
670
Van Leeuwen & Company
New Jersey
$2.16M +$1.26M +6,061 +148%
CC
671
Claybrook Capital
Massachusetts
$2.15M -$137K -660 -6%
NFSG
672
Newbridge Financial Services Group
Florida
$2.13M +$31.4K +151 +2%
SAI
673
Systematic Alpha Investments
New Jersey
$2.13M – – –
S
674
SignatureFD
Georgia
$2.13M +$193K +930 +10%
FTDI
675
First Trust Direct Indexing
Massachusetts
$2.12M +$227K +1,094 +12%
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