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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
626
Basecamp Wealth Advisors
Washington
$216K +$221K +842 New
Sagespring Wealth Partners
627
Sagespring Wealth Partners
Tennessee
$214K +$17.3K +66 +9%
CM
628
Columbus Macro
Pennsylvania
$210K +$11.3K +43 +6%
Fisher Asset Management
629
Fisher Asset Management
Washington
$210K +$214K +818 New
Arax Advisory Partners
630
Arax Advisory Partners
Colorado
$208K -$6.99M -26,677 -97%
CWM
631
Centurion Wealth Management
Virginia
$207K – – –
Prime Capital Investment Advisors
632
Prime Capital Investment Advisors
Kansas
$206K -$63.4K -242 -23%
TIAA Trust, National Association
633
TIAA Trust, National Association
North Carolina
$205K -$40.4K -154 -16%
BCA
634
Bay Capital Advisors
Virginia
$205K – – –
LSWM
635
Lorne Steinberg Wealth Management
Canada
$205K – – –
VWM
636
Venturi Wealth Management
Texas
$205K -$127K -486 -38%
Fiduciary Trust
637
Fiduciary Trust
Massachusetts
$202K -$31.2K -119 -13%
Belpointe Asset Management
638
Belpointe Asset Management
Nevada
$202K +$207K +788 New
FHA
639
Flagship Harbor Advisors
Massachusetts
$200K -$10.2K -39 -5%
Parallax Volatility Advisers
640
Parallax Volatility Advisers
California
$199K -$3.94M -15,039 -95%
T. Rowe Price Investment Management
641
T. Rowe Price Investment Management
Maryland
$198K -$15.9M -60,659 -99%
BFS
642
Beacon Financial Strategies
North Carolina
$189K +$193K +736 New
Cullen/Frost Bankers
643
Cullen/Frost Bankers
Texas
$186K -$1.05K -4 -0.5%
SS
644
Sunbelt Securities
Texas
$181K -$3.67K -14 -2%
LIA
645
Luken Investment Analytics
Tennessee
$180K +$786 +3 +0.4%
VCM
646
Versant Capital Management
Arizona
$171K -$82.1K -313 -32%
RC
647
Rexford Capital
Texas
$171K – – –
Penserra Capital Management
648
Penserra Capital Management
California
$169K -$1.57K -6 -0.9%
MAI Capital Management
649
MAI Capital Management
Ohio
$161K -$24.1K -92 -13%
CT
650
Caldwell Trust
Florida
$159K – – –