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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
301
Perigon Wealth Management
California
$400K +$7.29K +100 +2%
AIM
302
Aigen Investment Management
New York
$400K +$325K +4,453 New
JMPWA
303
JP Morgan Private Wealth Advisors
California
$393K +$319K +4,370 New
CAN
304
Cetera Advisor Networks
California
$389K -$21.7K -298 -6%
IAA
305
Independent Advisor Alliance
North Carolina
$389K +$47K +645 +18%
FWM
306
Focused Wealth Management
New York
$386K +$133K +1,819 +73%
SMDAM
307
Sumitomo Mitsui DS Asset Management
Japan
$380K +$308K +4,230 New
NL
308
NKCFO LLC
Illinois
$378K
BFM
309
Boothbay Fund Management
New York
$370K -$362K -4,964 -55%
MWM
310
Meridian Wealth Management
Kentucky
$366K +$298K +4,082 New
Brown Advisory
311
Brown Advisory
Maryland
$363K +$294K +4,033 New
S
312
Seeyond
France
$363K +$295K +4,048 New
BC
313
Burney Company
Virginia
$360K +$292K +4,000 New
WCM
314
Weld Capital Management
New York
$359K -$314K -4,304 -52%
WAM
315
Wolverine Asset Management
Illinois
$359K
MA
316
Mutual Advisors
Nebraska
$358K +$290K +3,980 New
LWM
317
Lyell Wealth Management
California
$351K
QI
318
Qtron Investments
Massachusetts
$343K +$278K +3,811 New
SG
319
StoneX Group
New York
$322K +$261K +3,580 New
JSL
320
JT Stratford LLC
Georgia
$322K +$261K +3,585 New
TGAM
321
TBH Global Asset Management
Tennessee
$315K -$14.6K -200 -5%
Daiwa Securities Group
322
Daiwa Securities Group
Japan
$311K +$252K +3,456 New
BAM
323
Belpointe Asset Management
Nevada
$310K +$66K +905 +35%
IAIM
324
International Assets Investment Management
Florida
$302K -$129K -1,774 -35%
Nordea Investment Management
325
Nordea Investment Management
Sweden
$302K +$245K +3,360 New