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Name Holding Trade Value Shares
Change
Change in
Stake
BA
1001
Bridgewater Advisors
New York
$282K +$103K +358 +43%
AC
1002
Apella Capital
Connecticut
$281K +$268K +931 New
OAS
1003
Optivise Advisory Services
Tennessee
$280K +$18.4K +64 +7%
MM
1004
MQS Management
New York
$280K +$269K +935 New
DAM
1005
Diamant Asset Management
Connecticut
$279K
AWM
1006
Aprio Wealth Management
Georgia
$278K -$61.7K -214 -19%
Fisher Asset Management
1007
Fisher Asset Management
Washington
$277K -$85.9K -298 -24%
ACM
1008
AUA Capital Management
Pennsylvania
$276K
RCA
1009
Resonant Capital Advisors
Wisconsin
$274K +$263K +914 New
GIC
1010
Generali Investments CEE
Czech Republic
$273K
TWM
1011
Thrive Wealth Management
Pennsylvania
$273K +$864 +3 +0.3%
PD
1012
Point72 (DIFC)
United Arab Emirates
$272K -$2.02M -7,028 -89%
MFIM
1013
Mesirow Financial Investment Management
Illinois
$271K +$6.05K +21 +2%
OBGC
1014
O'Brien Greene & Co
Pennsylvania
$270K -$3.46K -12 -1%
LIA
1015
Luken Investment Analytics
Tennessee
$270K
SMWM
1016
Silvia McColl Wealth Management
California
$266K
FFP
1017
FourThought Financial Partners
Florida
$265K -$11.5K -40 -4%
CIM
1018
Cambria Investment Management
California
$265K +$255K +884 New
GBT
1019
Grove Bank & Trust
Florida
$264K +$10.4K +36 +4%
BJL
1020
Brighton Jones LLC
Washington
$264K +$253K +879 New
FA
1021
Fiduciary Alliance
South Carolina
$262K +$252K +875 New
SMA
1022
Sage Mountain Advisors
Georgia
$262K -$39.8K -138 -14%
AAS
1023
Annex Advisory Services
Wisconsin
$262K -$36.3K -126 -13%
ESB
1024
Essex Savings Bank
Connecticut
$262K +$252K +874 New
CAM
1025
Cidel Asset Management
Ontario, Canada
$261K +$13.5K +47 +6%