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Name Holding Trade Value Shares
Change
Change in
Stake
GCM
176
Gallacher Capital Management
Colorado
$248K +$221K +20,391 New
CLOS
177
Compagnie Lombard Odier SCmA
Switzerland
$248K
BAM
178
Belpointe Asset Management
Nevada
$247K -$956 -88 -0.4%
P
179
Palladiem
Pennsylvania
$232K
YIA
180
YHB Investment Advisors
Connecticut
$229K +$31.4K +2,889 +18%
CGL
181
Clarius Group LLC
Washington
$228K +$10.6K +979 +6%
LC
182
Lindbrook Capital
California
$227K +$3.04K +280 +2%
PCS
183
Personal CFO Solutions
New Jersey
$226K +$202K +18,603 New
SRC
184
Sage Rhino Capital
California
$223K +$20.5K +1,887 +12%
Cambridge Investment Research Advisors
185
Cambridge Investment Research Advisors
Iowa
$220K +$39K +3,595 +25%
SIC
186
Samalin Investment Counsel
New York
$203K -$10.9K -1,000 -6%
VWM
187
Venturi Wealth Management
Texas
$201K -$304 -28 -0.2%
LSAG
188
Lake Street Advisors Group
New Hampshire
$200K +$2.41K +222 +1%
FOA
189
Five Oceans Advisors
California
$199K
MSAM
190
Moloney Securities Asset Management
Missouri
$189K +$10.9K +1,000 +7%
GT
191
Glenmede Trust
Pennsylvania
$187K +$32.5K +2,989 +24%
AC
192
AXQ Capital
New Jersey
$185K +$165K +15,200 New
PA
193
Parallel Advisors
California
$184K +$10.2K +936 +7%
Charles Schwab
194
Charles Schwab
California
$182K +$162K +14,951 New
LA
195
LVW Advisors
New York
$172K +$3.24K +298 +2%
CCA
196
Checchi Capital Advisers
California
$171K +$22.8K +2,100 +18%
SWS
197
SYSTM Wealth Solutions
Illinois
$170K +$152K +14,009 New
Prudential Financial
198
Prudential Financial
New Jersey
$168K -$15.5K -1,431 -9%
SW
199
SVB Wealth
Massachusetts
$168K +$37.6K +3,462 +34%
PCA
200
Prosperity Capital Advisors
Ohio
$167K +$149K +13,701 New