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Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
351
Jupiter Asset Management
United Kingdom
$2.31M +$1.7M +7,588 +269%
HLA
352
Hamilton Lane Advisors
Pennsylvania
$2.29M -$1.12M -5,000 -33%
PWSG
353
Pacific Wealth Strategies Group
California
$2.27M +$1.04M +4,632 +100%
PAG
354
Private Advisor Group
New Jersey
$2.26M +$279K +1,244 +14%
GH
355
GAM Holding
Switzerland
$2.25M -$1.12K -5 -0%
AAS
356
Avantax Advisory Services
Texas
$2.23M -$850K -3,786 -27%
BBCM
357
Boardman Bay Capital Management
New York
$2.22M +$1.68M +7,500 +300%
OCM
358
Orion Capital Management
California
$2.2M +$2.29M +10,190 New
KAM
359
Karani Asset Management
New York
$2.13M +$863K +3,843 +67%
SFO
360
Stokes Family Office
Louisiana
$2.11M +$10.3K +46 +0.5%
TSS
361
Thomas Story & Son
Indiana
$2.09M – – –
MA
362
Modus Advisors
Minnesota
$2.07M -$61.3K -273 -3%
AB
363
Amalgamated Bank
New York
$2.07M -$30.5K -136 -1%
AIM
364
Achmea Investment Management
Netherlands
$2.06M – – –
SM
365
Sciencast Management
New Jersey
$2.05M +$2.03M +9,029 New
BAM
366
Belpointe Asset Management
Nevada
$2.05M -$666K -2,965 -24%
NA
367
NewEdge Advisors
Louisiana
$2.03M +$280K +1,247 +16%
CG
368
Cutler Group
California
$2.01M -$9.55M -42,520 -82%
KFBMI
369
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2M +$898K +4,000 +80%
VWA
370
V Wealth Advisors
Kansas
$1.99M +$339K +1,509 +20%
CA
371
Cetera Advisors
Colorado
$1.97M +$151K +674 +8%
1W
372
1776 Wealth
Georgia
$1.96M -$22.5K -100 -1%
CCP
373
Cunning Capital Partners
North Carolina
$1.96M +$1.98M +8,800 New
FCM
374
Fortis Capital Management
Washington
$1.94M +$1.96M +8,741 New
APA
375
American Portfolios Advisors
New York
$1.93M -$249K -1,107 -11%
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