We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
551
Claret Asset Management
Quebec, Canada
$211K +$195K +435 New
MS
552
Maven Securities
Jersey
$209K +$193K +430 New
MCWS
553
McKinley Carter Wealth Services
West Virginia
$206K +$190K +424 New
GAM
554
Gotham Asset Management
New York
$205K +$189K +421 New
OC
555
Oppenheimer & Co
New York
$205K +$189K +422 New
Bessemer Group
556
Bessemer Group
New Jersey
$204K +$6.73K +15 +4%
FMII
557
Farmers & Merchants Investments Inc
Nebraska
$202K +$5.38K +12 +3%
BFEC
558
Benjamin F. Edwards & Company
Missouri
$201K +$1.34K +3 +0.7%
BAM
559
Belpointe Asset Management
Nevada
$199K -$3.14K -7 -2%
KPCM
560
Kings Point Capital Management
New York
$198K – – –
AssetMark Inc
561
AssetMark Inc
California
$197K -$21.1K -47 -10%
PP
562
PrairieView Partners
Minnesota
$194K – – –
IA
563
IFP Advisors
Florida
$190K -$6.28K -14 -3%
Carson Wealth (CWM LLC)
564
Carson Wealth (CWM LLC)
Nebraska
$186K +$172K +383 New
EIP
565
Ellis Investment Partners
Pennsylvania
$182K – – –
Federated Hermes
566
Federated Hermes
Pennsylvania
$178K -$3.1M -6,902 -95%
DGAM
567
Desjardins Global Asset Management
Quebec, Canada
$178K +$165K +367 New
HIA
568
Harbor Investment Advisory
Maryland
$177K – – –
ZIG
569
Zullo Investment Group
Pennsylvania
$177K +$164K +365 New
S
570
SignatureFD
Georgia
$155K +$13K +29 +10%
SIM
571
Sentry Investment Management
Wisconsin
$152K +$140K +312 New
CCM
572
Covington Capital Management
California
$144K – – –
CA
573
CoreCap Advisors
Michigan
$141K +$130K +290 New
WTA
574
Washington Trust Advisors
Massachusetts
$122K +$113K +252 New
FHA
575
First Horizon Advisors
Tennessee
$118K -$26.9K -60 -20%