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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
626
Sagespring Wealth Partners
Tennessee
$214K +$17.3K +66 +9%
CM
627
Columbus Macro
Pennsylvania
$210K +$11.3K +43 +6%
Fisher Asset Management
628
Fisher Asset Management
Washington
$210K +$214K +818 New
AAP
629
Arax Advisory Partners
Colorado
$208K -$6.99M -26,677 -97%
CWM
630
Centurion Wealth Management
Virginia
$207K
PCIA
631
Prime Capital Investment Advisors
Kansas
$206K -$63.4K -242 -23%
TIAA Trust, National Association
632
TIAA Trust, National Association
North Carolina
$205K -$40.4K -154 -16%
BCA
633
Bay Capital Advisors
Virginia
$205K
LSWM
634
Lorne Steinberg Wealth Management
Canada
$205K
VWM
635
Venturi Wealth Management
Texas
$205K -$127K -486 -38%
FT
636
Fiduciary Trust
Massachusetts
$202K -$31.2K -119 -13%
BAM
637
Belpointe Asset Management
Nevada
$202K +$207K +788 New
FHA
638
Flagship Harbor Advisors
Massachusetts
$200K -$10.2K -39 -5%
Parallax Volatility Advisers
639
Parallax Volatility Advisers
California
$199K -$3.94M -15,039 -95%
T. Rowe Price Investment Management
640
T. Rowe Price Investment Management
Maryland
$198K -$15.9M -60,659 -99%
BFS
641
Beacon Financial Strategies
North Carolina
$189K +$193K +736 New
CFB
642
Cullen/Frost Bankers
Texas
$186K -$1.05K -4 -0.5%
SS
643
Sunbelt Securities
Texas
$181K -$3.67K -14 -2%
LIA
644
Luken Investment Analytics
Tennessee
$180K +$786 +3 +0.4%
VCM
645
Versant Capital Management
Arizona
$171K -$82.1K -313 -32%
RC
646
Rexford Capital
Texas
$171K
PCM
647
Penserra Capital Management
California
$169K -$1.57K -6 -0.9%
MCM
648
MAI Capital Management
Ohio
$161K -$24.1K -92 -13%
CT
649
Caldwell Trust
Florida
$159K
NSIM
650
North Star Investment Management
Illinois
$157K +$2.62K +10 +2%