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Name Holding Trade Value Shares
Change
Change in
Stake
EAM
601
Erste Asset Management
Austria
$205K -$46.2K -275 -17%
CGL
602
Clarius Group LLC
Washington
$204K +$22.5K +134 +12%
HI
603
Horizon Investments
North Carolina
$202K -$70.6K -420 -25%
SC
604
Steph & Co
Wisconsin
$200K +$34K +202 +19%
RTC
605
Riverview Trust Company
Washington
$198K – – –
SWM
606
Spire Wealth Management
Virginia
$189K -$8.87M -52,740 -98%
CT
607
Caldwell Trust
Florida
$187K – – –
CI Investments Inc
608
CI Investments Inc
Ontario, Canada
$171K -$71.3K -424 -28%
ETC
609
Exchange Traded Concepts
Oklahoma
$167K -$386K -2,294 -68%
BAM
610
Belpointe Asset Management
Nevada
$166K -$504 -3 -0.3%
AIM
611
ARK Investment Management
Florida
$163K -$7.57K -45 -4%
AIM
612
Arcadia Investment Management
Michigan
$158K – – –
HBT
613
Hills Bank & Trust
Iowa
$158K +$169K +1,004 New
JFGIW
614
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$157K +$51.1K +304 +44%
AA
615
Ancora Advisors
Ohio
$156K +$20.8K +124 +14%
PCG
616
Private Capital Group
Connecticut
$152K -$14.1K -84 -8%
AF
617
Advisornet Financial
Minnesota
$141K +$1.68K +10 +1%
GEA
618
Glen Eagle Advisors
New Jersey
$139K +$37K +220 +33%
BTI
619
Blue Trust Inc
Georgia
$136K +$128K +760 New
QCG
620
Quadrant Capital Group
Ohio
$135K +$28.2K +168 +24%
SIM
621
Sentry Investment Management
Wisconsin
$134K -$27.7K -165 -16%
PP
622
PFS Partners
New Jersey
$133K – – –
HI
623
Harbour Investments
Wisconsin
$132K +$140K +835 New
CFO
624
CVA Family Office
Colorado
$125K +$16.8K +100 +14%
C
625
Covestor
United Kingdom
$124K -$9.08K -54 -6%