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Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
651
Lazard Asset Management
New York
$145K
AF
652
Advisornet Financial
Minnesota
$144K -$40K -1,309 -16%
BAM
653
Belpointe Asset Management
Nevada
$143K +$44.7K +1,464 +27%
OFG
654
OmniStar Financial Group
North Carolina
$141K -$171K -5,616 -45%
PA
655
Parallel Advisors
California
$134K +$46K +1,506 +30%
SMFS
656
Squar Milner Financial Services
California
$131K +$8.28K +271 +4%
FMLI
657
Fukoku Mutual Life Insurance
Japan
$127K
PG
658
Pendal Group
Australia
$124K +$182K +5,966 New
CC
659
Centiva Capital
New York
$116K +$170K +5,574 New
SC
660
Steph & Co
Wisconsin
$115K +$169K +5,534 New
TFS
661
TrustCore Financial Services
Tennessee
$114K +$153 +5 +0.1%
Bank Julius Baer & Co
662
Bank Julius Baer & Co
Switzerland
$114K +$168K +5,500 New
IA
663
IFP Advisors
Florida
$110K -$276K -9,044 -65%
SWA
664
Sutton Wealth Advisors
Florida
$110K -$19.3K -633 -11%
TRCT
665
Tower Research Capital (TRC)
New York
$106K +$154K +5,055 +12,036%
PK
666
Pflug Koory
Nebraska
$104K
AW
667
Alpha Windward
Massachusetts
$104K +$5.5K +180 +4%
PCG
668
Private Capital Group
Connecticut
$100K +$54.1K +1,771 +58%
FWM
669
Focused Wealth Management
New York
$98K -$16.9K -555 -11%
VFA
670
Valeo Financial Advisors
Indiana
$98K +$27K +885 +28%
VIM
671
Veritas Investment Management
United Kingdom
$94K +$137K +4,500 New
BL
672
Balentine LLC
Georgia
$91K +$116K +3,791 +640%
AIM
673
Artemis Investment Management
United Kingdom
$88.6K +$1.98M +64,969 +2%
RFWA
674
RPg Family Wealth Advisory
Massachusetts
$88.4K -$9.16K -300 -7%
AIC
675
Ameritas Investment Company
Nebraska
$81K +$57.9K +1,896 +85%