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Name Holding Trade Value Shares
Change
Change in
Stake
FCA
451
FinTrust Capital Advisors
South Carolina
$960K +$913K +11,126 +4,031%
BAM
452
Belpointe Asset Management
Nevada
$950K +$86.1K +1,050 +10%
KA
453
Kintegral Advisory
New York
$947K +$20.7K +252 +2%
SIA
454
Schechter Investment Advisors
Michigan
$945K +$64.6K +788 +8%
MWM
455
Mission Wealth Management
California
$943K -$2M -24,372 -69%
LIM
456
Leavell Investment Management
Alabama
$933K
KWM
457
Kingsview Wealth Management
Oregon
$927K -$246K -2,998 -21%
UH
458
Unigestion Holding
Switzerland
$926K
TI
459
Tidal Investments
Wisconsin
$926K +$84.1K +1,025 +10%
EF
460
Empirical Finance
Pennsylvania
$920K +$101K +1,234 +13%
BFS
461
Bickling Financial Services
Massachusetts
$916K
LP
462
LMR Partners
United Kingdom
$914K +$890K +10,852 New
PA
463
Profund Advisors
Maryland
$910K -$86.4K -1,053 -9%
SACTSONJ
464
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$909K
PFO
465
Pathstone Family Office
New Jersey
$906K +$375K +4,578 +74%
AAM
466
Aureus Asset Management
Massachusetts
$900K +$876K +10,686 New
WG
467
Winton Group
United Kingdom
$882K -$34.1K -416 -4%
BCV
468
Banque Cantonale Vaudoise
Switzerland
$876K
ETC
469
Exchange Traded Concepts
Oklahoma
$864K +$23.8K +290 +3%
CI
470
Cigna Investments
Connecticut
$861K -$238K -2,900 -22%
MML Investors Services
471
MML Investors Services
Massachusetts
$860K -$33K -402 -4%
SOAMC
472
Spirit of America Management Corp
New York
$850K
ESCM
473
Echo Street Capital Management
New York
$847K -$140K -1,707 -15%
Vontobel Holding
474
Vontobel Holding
Switzerland
$841K +$53.9K +657 +7%
Baird Financial Group
475
Baird Financial Group
Wisconsin
$840K -$543K -6,626 -40%