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Name Holding Trade Value Shares
Change
Change in
Stake
B
451
Bailard
California
$221K +$210K +4,444 New
EA
452
Elm Advisors
California
$219K
LNC
453
Lincoln National Corp
Pennsylvania
$218K -$65.8K -1,392 -24%
BSW
454
Buckingham Strategic Wealth
Missouri
$216K -$38.2K -808 -16%
FTDI
455
First Trust Direct Indexing
Massachusetts
$214K -$472 -10 -0.2%
BAM
456
Beaumont Asset Management
Texas
$203K
SCM
457
Stevens Capital Management
Pennsylvania
$203K +$192K +4,072 New
AC
458
Athanor Capital
New York
$201K -$884K -18,718 -82%
SC
459
Savant Capital
Illinois
$201K +$191K +4,050 New
SIM
460
Sentry Investment Management
Wisconsin
$196K -$898K -19,014 -83%
BAM
461
Belpointe Asset Management
Nevada
$193K +$77.6K +1,642 +73%
KC
462
Kepos Capital
New York
$191K
S
463
SignatureFD
Georgia
$184K +$4.82K +102 +3%
MC
464
Maverick Capital
Texas
$164K -$291K -6,164 -65%
AF
465
Advisornet Financial
Minnesota
$159K
PA
466
Parallel Advisors
California
$156K +$661 +14 +0.4%
MAM
467
Meeder Asset Management
Ohio
$145K +$21.4K +454 +19%
QT
468
Quantbot Technologies
New York
$144K -$2.56M -54,188 -95%
EWM
469
Endurance Wealth Management
Rhode Island
$138K
Bessemer Group
470
Bessemer Group
New Jersey
$134K +$7.56K +160 +6%
GWM
471
Geneos Wealth Management
Colorado
$133K -$94 -2 -0.1%
MPWT
472
MassMutual Private Wealth & Trust
Connecticut
$130K +$47.5K +1,006 +63%
Carson Wealth (CWM LLC)
473
Carson Wealth (CWM LLC)
Nebraska
$127K
ONST
474
Old North State Trust
North Carolina
$120K
WT
475
Whittier Trust
California
$120K +$39.2K +830 +52%