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Name Holding Trade Value Shares
Change
Change in
Stake
BIG
601
Brooklyn Investment Group
New York
$475K +$452K +27,630 New
TG
602
TCW Group
California
$470K +$446K +27,270 New
SW
603
SlateStone Wealth
Florida
$465K -$28.6K -1,750 -6%
EAM
604
Erste Asset Management
Austria
$461K +$110K +6,728 +33%
SAA
605
Southeast Asset Advisors
Georgia
$461K -$13.4K -821 -3%
BBHC
606
Brown Brothers Harriman & Co
New York
$461K +$118K +7,194 +37%
SPC
607
Sigma Planning Corp
Michigan
$458K -$31.3K -1,915 -7%
ACP
608
Aviance Capital Partners
Florida
$456K +$207K +12,666 +92%
GRP
609
Global Retirement Partners
California
$454K -$22.4K -1,371 -5%
FWI
610
Facet Wealth Inc
Maryland
$449K +$423K +25,901 New
AA
611
Ancora Advisors
Ohio
$448K -$3.59M -219,459 -89%
EM
612
ELCO Management
New York
$443K +$149K +9,125 +55%
MEG
613
Millstone Evans Group
Colorado
$432K -$1.83K -112 -0.4%
VVP
614
Venture Visionary Partners
Ohio
$426K +$403K +24,669 New
WF
615
Welch & Forbes
Massachusetts
$420K
PA
616
Profund Advisors
Maryland
$418K -$4.86K -297 -1%
MAS
617
Meeder Advisory Services
Ohio
$418K +$54.3K +3,321 +16%
MWM
618
Modern Wealth Management
Kansas
$418K +$173K +10,612 +78%
FRA
619
Frank Rimerman Advisors
California
$413K -$5.93K -363 -1%
AAM
620
Auxier Asset Management
Oregon
$411K -$5.1K -312 -1%
Carson Wealth (CWM LLC)
621
Carson Wealth (CWM LLC)
Nebraska
$409K +$88.3K +5,400 +29%
SMA
622
Sage Mountain Advisors
Georgia
$408K +$141K +8,609 +57%
CL
623
Choreo LLC
Illinois
$405K -$137K -8,387 -26%
PI
624
PFG Investments
New York
$402K +$35K +2,141 +10%
CFO
625
Callan Family Office
Pennsylvania
$400K +$379K +23,193 New