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Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
601
Bank Julius Baer & Co
Switzerland
$777K +$98.3K +1,695 +15%
ACM
602
AlphaStar Capital Management
North Carolina
$776K +$735K +12,676 New
MIAN
603
Mariner Independent Advisor Network
Kansas
$774K +$20.5K +354 +3%
KC
604
Knuff & Co
California
$772K
RGC
605
Roberts, Glore & Co
Illinois
$772K
OWM
606
Opes Wealth Management
California
$763K -$11.1K -191 -2%
RJT
607
Raymond James Trust
Florida
$754K +$21.9K +378 +3%
OBGC
608
O'Brien Greene & Co
Pennsylvania
$751K +$215K +3,700 +43%
ADIM
609
Alpha DNA Investment Management
Maryland
$751K +$685K +11,808 +2,486%
IC
610
Intersect Capital
California
$743K +$46K +794 +7%
KPWS
611
Kestra Private Wealth Services
Texas
$735K +$29.3K +505 +4%
SFS
612
Sowell Financial Services
Arkansas
$730K +$160K +2,756 +29%
SC
613
Savant Capital
Illinois
$723K +$40.8K +703 +6%
PCM
614
Perritt Capital Management
Illinois
$722K +$58.7K +1,012 +9%
SIC
615
Samalin Investment Counsel
New York
$721K +$234K +4,037 +52%
CA
616
Cullinan Associates
Kentucky
$710K
MAA
617
Mraz Amerine & Associates
California
$698K +$34.3K +591 +5%
HCM
618
Howard Capital Management
Georgia
$693K +$8.81K +152 +1%
AWM
619
Aberdeen Wealth Management
Illinois
$687K -$26.5K -457 -4%
UBG
620
United Bank (Georgia)
Georgia
$687K +$63.8K +1,100 +11%
PCM
621
Poehling Capital Management
Wisconsin
$685K +$649K +11,193 New
ACP
622
Ashfield Capital Partners
California
$678K
FTDI
623
First Trust Direct Indexing
Massachusetts
$678K +$2.15K +37 +0.3%
BC
624
Barnett & Company
Tennessee
$678K +$103K +1,775 +19%
WPC
625
White Pine Capital
Minnesota
$675K +$15.5K +268 +2%