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Name Holding Trade Value Shares
Change
Change in
Stake
HIM
626
Hillsdale Investment Management
Ontario, Canada
$401K +$386K +3,450 New
CCIA
627
Campbell & Co Investment Adviser
Maryland
$397K +$383K +3,420 New
SCM
628
Stevens Capital Management
Pennsylvania
$394K +$379K +3,390 New
HIA
629
Harbor Investment Advisory
Maryland
$391K -$7.39K -66 -2%
OTL
630
Oak Thistle LLC
New York
$386K +$372K +3,322 New
BAM
631
Belpointe Asset Management
Nevada
$383K +$52.3K +467 +17%
HWM
632
HB Wealth Management
Georgia
$377K -$1.01K -9 -0.3%
BP
633
Ballentine Partners
Massachusetts
$375K +$105K +940 +41%
RCAG
634
Rehmann Capital Advisory Group
Michigan
$375K -$19.3K -172 -5%
TC
635
TAP Consulting
Missouri
$372K
VSQM
636
V-Square Quantitative Management
Illinois
$369K +$356K +3,177 New
STAS
637
Strong Tower Advisory Services
Minnesota
$367K -$14.8K -132 -4%
AA
638
Argent Advisors
Louisiana
$367K
PIA
639
Perennial Investment Advisors
California
$365K -$11.4K -102 -3%
DWM
640
Dakota Wealth Management
Florida
$363K -$281K -2,514 -45%
EDRIA
641
Edmonds Duncan Registered Investment Advisors
Kansas
$360K -$56K -500 -14%
NFSG
642
Newbridge Financial Services Group
Florida
$359K -$21.8K -195 -6%
PCM
643
Prelude Capital Management
New York
$358K -$1.1M -9,787 -76%
VFA
644
Voya Financial Advisors
Connecticut
$358K -$54.7K -489 -14%
RAM
645
Roanoke Asset Management
New Jersey
$356K
UB
646
UMB Bank
Missouri
$355K -$25.1K -224 -7%
Lido Advisors
647
Lido Advisors
California
$351K -$9.96K -89 -3%
VIA
648
Vident Investment Advisory
Georgia
$350K +$34K +304 +11%
KeyBank National Association
649
KeyBank National Association
Ohio
$348K -$10.7K -96 -3%
HWM
650
HighMark Wealth Management
Minnesota
$346K