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Name Holding Trade Value Shares
Change
Change in
Stake
AFP
626
Ausdal Financial Partners
Iowa
$275K +$589 +62 +0.2%
GC
627
Grimes & Company
Massachusetts
$275K +$49.4K +5,201 +21%
CPA
628
Court Place Advisors
Maryland
$272K -$9.5K -1,000 -3%
SMH
629
Sanders Morris Harris
Texas
$272K +$92.1K +9,700 +48%
WJWM
630
Williams Jones Wealth Management
New York
$271K +$281K +29,565 New
MIC
631
Means Investment Company
Maine
$269K -$44K -4,628 -13%
RPAM
632
Rhenman & Partners Asset Management
Sweden
$267K
SIA
633
Strategic Investment Advisors
Michigan
$267K +$85.1K +8,963 +44%
PVWM
634
Point View Wealth Management
New Jersey
$264K -$52.5K -5,525 -16%
BDF
635
Balasa Dinverno & Foltz
$264K -$30.4K -3,202 -10%
CWM
636
Cornerstone Wealth Management
Missouri
$264K -$23.3K -2,451 -8%
NAS
637
Nicolet Advisory Services
Wisconsin
$261K -$190K -19,966 -41%
BMC
638
Benin Management Corp
Connecticut
$261K -$8.07K -850 -3%
EMG
639
Ellington Management Group
Connecticut
$258K -$757K -79,700 -74%
ACM
640
AlphaStar Capital Management
North Carolina
$254K +$11.3K +1,187 +4%
AIM
641
Anchor Investment Management
South Carolina
$253K
BFEC
642
Benjamin F. Edwards & Company
Missouri
$253K -$34.2K -3,602 -12%
CL
643
Choreo LLC
Illinois
$253K +$42.1K +4,430 +19%
MIS
644
Morningstar Investment Services
Illinois
$248K -$12K -1,259 -4%
BAM
645
Belpointe Asset Management
Nevada
$247K -$368K -38,785 -59%
LOAMU
646
Lombard Odier Asset Management (USA)
New York
$247K +$66.5K +7,000 +35%
MYLI
647
Meiji Yasuda Life Insurance
Japan
$245K -$403K -42,450 -61%
KeyBank National Association
648
KeyBank National Association
Ohio
$245K -$47.6K -5,010 -16%
SGCA
649
Steel Grove Capital Advisors
Tennessee
$245K -$4.73K -498 -2%
PP
650
Palladium Partners
Virginia
$245K +$251K +26,413 New