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Name Holding Trade Value Shares
Change
Change in
Stake
QWP
751
Quotient Wealth Partners
Texas
$426K +$399K +7,429 New
W
752
Wealthquest
Ohio
$422K -$127K -2,374 -24%
ACM
753
Alethea Capital Management
Washington
$417K +$391K +7,284 New
MPWT
754
MassMutual Private Wealth & Trust
Connecticut
$416K -$4.18K -78 -1%
MC
755
Maverick Capital
Texas
$416K +$389K +7,258 New
HPC
756
HM Payson & Co
Maine
$412K +$134K +2,492 +53%
BAM
757
Belpointe Asset Management
Nevada
$412K +$5.1K +95 +1%
SA
758
SRH Advisors
Kansas
$411K
HIP
759
HUB Investment Partners
Texas
$409K +$51K +951 +15%
CMP
760
Coston McIsaac & Partners
Maine
$408K +$1.29K +24 +0.3%
WPC
761
Wedmont Private Capital
Pennsylvania
$407K +$62K +1,156 +19%
GRP
762
Global Retirement Partners
California
$403K -$81.7K -1,522 -18%
FSA
763
Franklin Street Advisors
North Carolina
$401K -$19.8K -370 -5%
OWA
764
One Wealth Advisors
California
$399K -$5.63K -105 -1%
OC
765
Oppenheimer & Co
New York
$399K -$332K -6,191 -47%
CI
766
Cigna Investments
Connecticut
$392K -$6.6K -123 -2%
RFA
767
ROI Financial Advisors
Oregon
$390K -$10.1K -189 -3%
PSP
768
Principal Street Partners
Tennessee
$390K -$16.1K -300 -4%
WAM
769
Weiss Asset Management
Massachusetts
$387K +$363K +6,762 New
AIP
770
Ameritas Investment Partners
Nebraska
$385K -$17.1K -318 -5%
FWP
771
FAS Wealth Partners
Kansas
$383K +$11.4K +213 +3%
PBO
772
Peoples Bank (Ohio)
Ohio
$381K -$21.5K -400 -6%
SOW
773
State of Wyoming
Wyoming
$381K -$75.3K -1,403 -17%
CWM
774
Compass Wealth Management
Connecticut
$381K
VT
775
Vise Technologies
New York
$379K +$82.8K +1,544 +30%