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Name Holding Trade Value Shares
Change
Change in
Stake
SIG
426
Stonegate Investment Group
Alabama
$225K +$202K +3,118 New
SPA
427
Sherbrooke Park Advisers
New York
$224K -$498K -7,666 -71%
I
428
IMPACTfolio
Colorado
$223K +$200K +3,080 New
BC
429
Burney Company
Virginia
$220K -$33.2K -512 -14%
FTDI
430
First Trust Direct Indexing
Massachusetts
$219K +$197K +3,035 New
PCM
431
Penserra Capital Management
California
$219K -$33.6K -517 -15%
BWM
432
Baron Wealth Management
Michigan
$218K -$28.4K -437 -13%
GM
433
GeoWealth Management
Illinois
$216K +$194K +2,992 New
BPA
434
Beacon Pointe Advisors
California
$214K +$192K +2,962 New
BAM
435
Belpointe Asset Management
Nevada
$213K +$191K +2,939 New
FRA
436
Frank Rimerman Advisors
California
$213K -$236K -3,637 -55%
SWP
437
Strategic Wealth Partners
Ohio
$209K -$52.6K -810 -22%
CC
438
Corton Capital
Ontario, Canada
$206K +$185K +2,855 New
SPIA
439
Steward Partners Investment Advisory
New York
$203K +$7.92K +122 +5%
PIM
440
Plato Investment Management
Australia
$197K +$146K +2,252 +479%
S
441
SignatureFD
Georgia
$196K +$51.3K +791 +41%
Asset Management One
442
Asset Management One
Japan
$189K +$32.4K +499 +24%
SS
443
Sunbelt Securities
Texas
$171K +$141K +2,174 +1,150%
DCBT
444
Dakota Community Bank & Trust
North Dakota
$164K -$2.27K -35 -2%
BHWM
445
Beaird Harris Wealth Management
Texas
$159K
PTC
446
Private Trust Company
Ohio
$152K +$1.43K +22 +1%
Baird Financial Group
447
Baird Financial Group
Wisconsin
$150K -$152K -2,340 -53%
Capstone Investment Advisors
448
Capstone Investment Advisors
New York
$141K -$116K -1,789 -48%
PB
449
Pinnacle Bancorp
Nebraska
$138K -$14.7K -226 -11%
NEI
450
Northwest & Ethical Investments
Ontario, Canada
$130K