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Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
576
Bank Julius Baer & Co
Switzerland
$300K -$15.2K -504 -6%
TE
577
Tema ETFs
New York
$299K +$253K +8,373 New
SWGC
578
Summit Wealth Group (Colorado)
Colorado
$294K +$129K +4,262 New
EA
579
Everpar Advisors
Oklahoma
$292K +$70.6K +2,338 +40%
BF
580
Bonfire Financial
Colorado
$289K
SAI
581
Savvy Advisors Inc
New York
$285K +$241K +7,987 New
AFGAS
582
Allegiance Financial Group Advisory Services
Virginia
$284K +$67K +2,219 +39%
AS
583
Aware Super
Australia
$283K
VT
584
Vise Technologies
New York
$282K +$46.5K +1,538 +24%
HI
585
Horizon Investments
North Carolina
$282K +$3.41K +113 +1%
RCM
586
Radnor Capital Management
Pennsylvania
$282K -$60.4K -2,000 -20%
VWA
587
Visionary Wealth Advisors
Illinois
$281K -$69.7K -2,307 -23%
LOAMU
588
Lombard Odier Asset Management (USA)
New York
$281K -$1.09K -36 -0.5%
CI Investments Inc
589
CI Investments Inc
Ontario, Canada
$272K -$77K -2,549 -25%
GAM
590
Generali Asset Management
Italy
$272K -$821K -27,168 -78%
AFT
591
Alpha Family Trust
California
$271K +$229K +7,590 New
GIA
592
Gateway Investment Advisers
Ohio
$270K +$228K +7,556 New
CPCPP
593
Canada Post Corporation Pension Plan
Canada
$268K
GI
594
GAMMA Investing
California
$266K +$80.9K +2,679 +56%
MG
595
Mather Group
Illinois
$266K +$225K +7,454 New
SF
596
Summit Financial
New Jersey
$262K +$20.4K +676 +10%
GIA
597
Gladstone Institutional Advisory
Florida
$256K +$217K +7,170 New
AWA
598
Arkadios Wealth Advisors
Georgia
$256K +$216K +7,165 New
SI
599
Stephens Inc
Arkansas
$255K +$48.5K +1,605 +29%
SMA
600
Sage Mountain Advisors
Georgia
$255K +$216K +7,142 New