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Name Holding Trade Value Shares
Change
Change in
Stake
BPCE
601
Bank Pictet & Cie (Europe)
Germany
$586K +$267K +2,210 +94%
OGF
602
Orin Green Financial
California
$586K
IWC
603
Integrated Wealth Concepts
Massachusetts
$582K +$17.9K +148 +3%
AI
604
Accredited Investors
Minnesota
$580K -$47K -389 -8%
Nomura Holdings
605
Nomura Holdings
Japan
$579K +$545K +4,502 New
FP
606
Foundry Partners
Minnesota
$576K
TAM
607
Trust Asset Management
Texas
$576K
EI
608
Ellevest Inc
New York
$568K +$91.1K +753 +21%
PWPS
609
Pinnacle Wealth Planning Services
Ohio
$567K -$10.2K -84 -2%
CCIA
610
Campbell & Co Investment Adviser
Maryland
$560K +$113K +935 +27%
EFM
611
E Fund Management
China
$552K -$91.9K -760 -15%
CP
612
Covenant Partners
Tennessee
$551K +$13.1K +108 +3%
AG
613
Ascent Group
Virginia
$546K -$178K -1,474 -23%
NA
614
NewEdge Advisors
Louisiana
$544K +$47.5K +393 +10%
NW
615
NewEdge Wealth
Pennsylvania
$533K -$484 -4 -0.1%
SFA
616
Sequoia Financial Advisors
Ohio
$533K +$12.7K +105 +3%
JIP
617
Jaffetilchin Investment Partners
Florida
$526K -$16.2K -134 -3%
WF
618
Welch & Forbes
Massachusetts
$520K +$5.8K +48 +1%
CCA
619
Column Capital Advisors
Indiana
$518K
CGL
620
Clarius Group LLC
Washington
$518K -$2.66K -22 -0.5%
VC
621
Veery Capital
Delaware
$515K -$31.4K -260 -6%
MA
622
Montag & Associates
Georgia
$514K +$20.9K +173 +5%
AS
623
Altshuler Shaham
Israel
$514K
IIM
624
Intact Investment Management
Quebec, Canada
$514K +$484K +4,000 New
QCG
625
Quadrant Capital Group
Ohio
$510K -$15.8K -131 -3%