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Name Holding Trade Value Shares
Change
Change in
Stake
SP
976
Stablepoint Partners
Massachusetts
$503K – – –
VA
977
Valmark Advisers
Ohio
$499K -$657 -3 -0.1%
BAM
978
Belpointe Asset Management
Nevada
$499K -$13.1K -60 -3%
AF
979
Atala Financial
California
$497K +$197K +900 +70%
MA
980
MKT Advisors
California
$495K +$2.19K +10 +0.5%
TW
981
TritonPoint Wealth
Maryland
$494K -$47.1K -215 -9%
PFA
982
Peak Financial Advisors
Colorado
$493K +$475K +2,170 New
RCAG
983
Rehmann Capital Advisory Group
Michigan
$490K -$293K -1,338 -38%
CI
984
Cigna Investments
Connecticut
$489K -$19.9K -91 -4%
GF
985
GGM Financials
Ohio
$487K – – –
FFA
986
Farther Finance Advisors
California
$483K -$21.7K -99 -4%
PAS
987
Point72 Asia (Singapore)
Singapore
$482K -$1.32M -6,039 -74%
TWA
988
TCI Wealth Advisors
Arizona
$479K -$8.32K -38 -2%
TCWA
989
Turtle Creek Wealth Advisors
Texas
$479K +$461K +2,106 New
PWM
990
Partnership Wealth Management
Maryland
$477K – – –
CWM
991
Cornerstone Wealth Management
Missouri
$477K +$36.1K +165 +9%
WA
992
WP Advisors
California
$474K +$2.63K +12 +0.6%
RBI
993
Raiffeisen Bank International
Austria
$471K – – –
SW
994
Simplicity Wealth
New Jersey
$471K +$454K +2,072 New
VanEck Associates
995
VanEck Associates
New York
$468K -$15.1K -69 -3%
TCM
996
Twin Capital Management
Pennsylvania
$467K +$450K +2,054 New
DIM
997
Delta Investment Management
California
$467K – – –
ABLA
998
Alan B. Lancz & Associates
Ohio
$466K – – –
MHIC
999
Marble Harbor Investment Counsel
Massachusetts
$466K – – –
GI
1000
GAMCO Investors
Connecticut
$466K +$4.16K +19 +0.9%