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Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
526
Triangle Securities Wealth Management
North Carolina
$1.02M -$88.2K -342 -8%
BAM
527
Belpointe Asset Management
Nevada
$1.01M +$757K +2,934 +247%
V
528
Veritable
Delaware
$1.01M -$155K -599 -13%
OWM
529
OneAscent Wealth Management
Alabama
$1.01M +$1.06M +4,113 New
PFM
530
Patton Fund Management
Texas
$995K +$1.05M +4,063 New
Squarepoint
531
Squarepoint
New York
$991K +$1.04M +4,047 New
MCM
532
Mainstay Capital Management
Michigan
$985K +$18.1K +70 +2%
CK
533
Cohen Klingenstein
New York
$979K – – –
Bessemer Group
534
Bessemer Group
New Jersey
$978K -$229K -887 -18%
TYCC
535
Texas Yale Capital Corp
Florida
$976K – – –
DF
536
Donoghue Forlines
Massachusetts
$973K +$1.02M +3,973 New
DCM
537
Dupont Capital Management
Delaware
$970K -$552K -2,139 -35%
MCC
538
Money Concepts Capital
Florida
$970K +$1.02M +3,961 New
FAM
539
Fred Alger Management
New York
$969K +$1.02M +3,942 +23,188%
HKAM
540
Horizon Kinetics Asset Management
New York
$968K -$11.6K -45 -1%
RWA
541
Ropes Wealth Advisors
Massachusetts
$961K – – –
SCM
542
Soleus Capital Management
Connecticut
$955K -$1.98M -7,657 -66%
NFC
543
Northeast Financial Consultants
Connecticut
$951K – – –
AIM
544
ARGA Investment Management
Connecticut
$941K +$669K +2,594 +208%
VCA
545
Verdence Capital Advisors
Maryland
$929K -$92.1K -357 -9%
SEC
546
Seven Eight Capital
New York
$921K +$970K +3,760 New
WI
547
WrapManager Inc
California
$918K -$143K -553 -13%
KIA
548
KCM Investment Advisors
California
$908K -$74.3K -288 -7%
OIM
549
Oracle Investment Management
Connecticut
$903K – – –
JGC
550
J. Goldman & Co
New York
$895K +$943K +3,657 New