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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
326
Gladstone Institutional Advisory
Florida
$955K +$579K +11,122 +180%
RWM
327
Ritholtz Wealth Management
New York
$952K +$331K +6,369 +58%
BONST
328
Bank of Nova Scotia Trust
Ontario, Canada
$943K -$11.3K -218 -1%
BP
329
Ballentine Partners
Massachusetts
$929K +$108K +2,084 +14%
MA
330
Mutual Advisors
Nebraska
$911K +$303K +5,825 +54%
PNC
331
Park National Corp
Ohio
$900K -$29.1K -559 -3%
MAM
332
Marotta Asset Management
Virginia
$896K +$29.9K +574 +4%
B
333
Bailard
California
$886K -$110K -2,121 -12%
PAWC
334
P.A.W. Capital
Connecticut
$882K – – –
ET
335
Equitable Trust
Tennessee
$878K +$63.6K +1,223 +8%
First Manhattan
336
First Manhattan
New York
$876K +$108K +2,080 +15%
GBT
337
Grove Bank & Trust
Florida
$875K +$125K +2,400 +18%
HA
338
Herold Advisors
New York
$873K +$108K +2,083 +15%
Deutsche Bank
339
Deutsche Bank
Germany
$865K -$35.4K -680 -4%
RPCONE
340
Retirement Planning Company of New England
Rhode Island
$857K +$809K +15,557 New
HIM
341
Hotaling Investment Management
Pennsylvania
$851K +$369K +7,090 +85%
NA
342
NewEdge Advisors
Louisiana
$830K +$783K +15,051 New
CSS
343
Cubist Systematic Strategies
Connecticut
$822K -$660K -12,690 -46%
PA
344
Profund Advisors
Maryland
$820K +$48.1K +925 +7%
BAM
345
Belpointe Asset Management
Nevada
$817K -$7.28K -140 -0.9%
FWM
346
Foresight Wealth Management
Utah
$817K +$33.3K +641 +5%
Vanguard Personalized Indexing Management
347
Vanguard Personalized Indexing Management
California
$814K +$242K +4,648 +46%
BPA
348
Beacon Pointe Advisors
California
$808K +$544K +10,455 +249%
RHBC
349
R.H. Bluestein & Co
Michigan
$798K -$83.2K -1,600 -10%
AP
350
Advisor Partners
California
$792K +$77.7K +1,494 +12%