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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
476
Strategy Asset Managers
California
$614K +$725K +16,401 New
PCM
477
Prelude Capital Management
New York
$613K +$723K +16,353 New
Bessemer Group
478
Bessemer Group
New Jersey
$610K +$12K +271 +2%
S
479
SignatureFD
Georgia
$609K -$25.2K -571 -3%
DWT
480
Dorsey & Whitney Trust
South Dakota
$606K +$393K +8,891 +122%
ISWM
481
Independent Solutions Wealth Management
New York
$600K
BOPW
482
Brandywine Oak Private Wealth
Pennsylvania
$599K +$44 +1 +0%
MCM
483
MAI Capital Management
Ohio
$599K +$56.8K +1,284 +9%
PT
484
Plimoth Trust
Massachusetts
$596K -$3.94K -89 -0.6%
IAA
485
Independent Advisor Alliance
North Carolina
$592K -$21.6K -489 -3%
SEC
486
Seven Eight Capital
New York
$592K +$699K +15,801 New
AAS
487
Avantax Advisory Services
Texas
$591K +$171K +3,857 +32%
CAM
488
Campion Asset Management
Virginia
$589K
AT
489
Arden Trust
Delaware
$587K -$462K -10,448 -40%
PTP
490
Platform Technology Partners
New York
$585K +$44.2K +1,000 +7%
CT
491
Caldwell Trust
Florida
$578K -$39K -881 -5%
SCI
492
Stableford Capital II
Arizona
$574K +$69K +1,561 +11%
ESCM
493
Echo Street Capital Management
New York
$571K +$20.4K +461 +3%
SCF
494
Sante Capital Fund
Texas
$570K +$2.7K +61 +0.4%
LNWWM
495
Laird Norton Wetherby Wealth Management
California
$566K -$13.5K -306 -2%
NA
496
NewEdge Advisors
Louisiana
$565K -$78.8K -1,783 -11%
CWM
497
CIBC World Markets
New York
$564K -$4.78M -108,015 -88%
RJT
498
Raymond James Trust
Florida
$564K -$150K -3,383 -18%
QC
499
Quadrature Capital
United Kingdom
$564K +$665K +15,043 New
BAM
500
Blueshift Asset Management
New Jersey
$558K +$298K +6,739 +83%