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Name Holding Trade Value Shares
Change
Change in
Stake
BIM
626
Bridgecreek Investment Management
Oklahoma
$384K
II
627
Inspire Investing
Idaho
$383K -$498K -4,552 -60%
PCS
628
Personal CFO Solutions
New Jersey
$382K -$7.44K -68 -2%
CCM
629
Coldstream Capital Management
Washington
$381K -$80.5K -736 -20%
PWAG
630
Polaris Wealth Advisory Group
California
$380K
GLA
631
Great Lakes Advisors
Illinois
$376K -$68.3K -624 -18%
KPWS
632
Kestra Private Wealth Services
Texas
$373K -$27.1K -248 -8%
CAN
633
Cetera Advisor Networks
California
$370K -$438 -4 -0.1%
VIA
634
Vident Investment Advisory
Georgia
$366K -$518K -4,732 -63%
KeyBank National Association
635
KeyBank National Association
Ohio
$364K -$248K -2,268 -44%
RWP
636
Revolve Wealth Partners
New Jersey
$362K -$438 -4 -0.1%
BAM
637
Belpointe Asset Management
Nevada
$361K +$166K +1,516 +116%
PP
638
PDT Partners
New York
$358K -$2.8M -25,624 -90%
CCA
639
Column Capital Advisors
Indiana
$358K +$24.5K +224 +9%
CAAS
640
Capital Asset Advisory Services
Michigan
$357K -$84.9K -776 -22%
PAM
641
Palisade Asset Management
Minnesota
$352K
NP
642
NorthRock Partners
Minnesota
$350K +$3.94K +36 +1%
BWP
643
Baldwin Wealth Partners
Massachusetts
$348K
IF
644
Intrua Financial
Texas
$344K +$1.31K +12 +0.4%
CI
645
Conning Inc
Connecticut
$337K -$25.8K -236 -8%
DAM
646
Draper Asset Management
New York
$336K -$9.63K -88 -3%
CGL
647
Clarius Group LLC
Washington
$335K
FWTB
648
First Western Trust Bank
Colorado
$332K +$280K +2,560 New
CCA
649
Checchi Capital Advisers
California
$327K +$14.9K +136 +6%
FCI
650
Financial Counselors Inc
Kansas
$320K -$6.56K -60 -2%