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Name Holding Trade Value Shares
Change
Change in
Stake
Bellevue Group
876
Bellevue Group
Switzerland
$539K +$417K +1,195 +229%
EW
877
Evoke Wealth
California
$538K -$60.7K -174 -9%
OAM
878
Oxford Asset Management
United Kingdom
$537K +$597K +1,710 New
SCA
879
Stillwater Capital Advisors
Pennsylvania
$537K – – –
Bank Julius Baer & Co
880
Bank Julius Baer & Co
Switzerland
$535K +$109K +313 +23%
RDFA
881
Ritter Daniher Financial Advisory
Ohio
$534K -$11.9K -34 -2%
Panagora Asset Management
882
Panagora Asset Management
Massachusetts
$533K -$8.38K -24 -1%
CF
883
Centaurus Financial
California
$532K -$45K -129 -7%
HAIM
884
Hunter Associates Investment Management
Pennsylvania
$530K +$22.7K +65 +4%
TW
885
Tempo Wealth
Ohio
$530K -$5.59K -16 -0.9%
Venture Visionary Partners
886
Venture Visionary Partners
Ohio
$526K -$1.4K -4 -0.2%
Carnegie Investment Counsel
887
Carnegie Investment Counsel
Ohio
$522K -$15K -43 -3%
HAG
888
HF Advisory Group
Maryland
$521K -$162K -463 -22%
CFSG
889
Clark Financial Services Group
Missouri
$516K +$33.2K +95 +6%
EA
890
Everpar Advisors
Oklahoma
$515K +$6.28K +18 +1%
Crestwood Advisors Group
891
Crestwood Advisors Group
Massachusetts
$515K +$59.7K +171 +12%
AWM
892
Aprio Wealth Management
Georgia
$509K -$10.8K -31 -2%
E Fund Management
893
E Fund Management
China
$508K +$564K +1,616 New
DWT
894
Dorsey & Whitney Trust
South Dakota
$507K +$5.93K +17 +1%
JAG
895
Journey Advisory Group
Kentucky
$505K – – –
KFGK
896
Keystone Financial Group (Kentucky)
Kentucky
$505K +$179K +514 +47%
AWMS
897
Advocacy Wealth Management Services
Georgia
$505K +$1.4K +4 +0.2%
Smithfield Trust
898
Smithfield Trust
Pennsylvania
$505K -$17.5K -50 -3%
Picton Mahoney Asset Management
899
Picton Mahoney Asset Management
Ontario, Canada
$505K +$559K +1,601 +32,020%
One Capital Management
900
One Capital Management
California
$497K +$10.5K +30 +2%