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Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
626
Fisher Asset Management
Washington
$332K +$62.4K +2,172 +22%
BOTW
627
Bank of the West
California
$331K -$1.72K -60 -0.5%
IWC
628
Integrated Wealth Concepts
Massachusetts
$327K +$24.4K +848 +8%
HT
629
Heritage Trust
Oklahoma
$325K -$1.78K -62 -0.5%
CIAS
630
Capital Investment Advisory Services
North Carolina
$322K +$7.47K +260 +2%
RCM
631
RB Capital Management
Nevada
$322K +$21.1K +735 +7%
CC
632
Centiva Capital
New York
$322K +$337K +11,731 New
DADC
633
D.A. Davidson & Co
Montana
$321K +$12.3K +427 +4%
OPS
634
Orion Portfolio Solutions
Nebraska
$321K +$17.2K +599 +5%
AMC
635
Asset Management Corp
Illinois
$317K +$804 +28 +0.2%
LG
636
Leuthold Group
Minnesota
$316K -$2.82M -98,081 -89%
SPC
637
Sigma Planning Corp
Michigan
$316K +$14K +486 +4%
WSC
638
Wellington Shields & Co
New York
$312K – – –
MCM
639
MAI Capital Management
Ohio
$312K +$4.25K +148 +1%
SIM
640
Sentry Investment Management
Wisconsin
$311K -$47.7K -1,661 -13%
TMAM
641
Tokio Marine Asset Management
Japan
$311K +$28.1K +977 +9%
AAM
642
Auxier Asset Management
Oregon
$310K – – –
IWM
643
IHT Wealth Management
Illinois
$310K +$325K +11,318 New
CP
644
Capital Planning
Washington
$308K – – –
CG
645
Cutler Group
California
$307K -$24.9K -866 -7%
B
646
Bailard
California
$306K – – –
ECM
647
ExodusPoint Capital Management
New York
$305K +$321K +11,157 New
PCA
648
Personal Capital Advisors
California
$303K +$8.42K +293 +3%
BAM
649
Belpointe Asset Management
Nevada
$303K +$90.6K +3,153 +40%
GWM
650
Geneos Wealth Management
Colorado
$301K +$16.8K +583 +6%