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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
701
Oxford Asset Management
United Kingdom
$314K +$335K +17,285 New
CCA
702
Childress Capital Advisors
Texas
$313K +$92.4K +4,770 +38%
AAIS
703
ABN AMRO Investment Solutions
$310K +$331K +17,074 New
BFIM
704
Beese Fulmer Investment Management
Ohio
$310K
PFBT
705
Parkside Financial Bank & Trust
Missouri
$310K -$20.9K -1,080 -6%
Aviva
706
Aviva
United Kingdom
$303K +$322K +16,640 New
KWA
707
Kingswood Wealth Advisors
California
$301K -$82.9K -4,281 -21%
SC
708
Syon Capital
California
$301K -$61.3K -3,166 -16%
SA
709
SpiderRock Advisors
Delaware
$298K -$2.44K -126 -0.8%
SC
710
Schulhoff & Co
Ohio
$296K -$28.7K -1,483 -8%
SPW
711
Sonoma Private Wealth
California
$294K -$8.99K -464 -3%
WT
712
Whittier Trust
California
$294K
Fiera Capital (Canada)
713
Fiera Capital (Canada)
Quebec, Canada
$292K -$52.8M -2,723,962 -99%
BAM
714
Belpointe Asset Management
Nevada
$286K +$58.4K +3,013 +24%
ACP
715
Aviance Capital Partners
Florida
$285K +$96.4K +4,978 +46%
FFG
716
Fiduciary Financial Group
California
$284K +$302K +15,579 New
CT
717
Coastline Trust
Rhode Island
$282K
AWM
718
AE Wealth Management
Kansas
$277K +$66.9K +3,453 +29%
LT
719
Lindsell Train
United Kingdom
$275K
WAP
720
Wealthcare Advisory Partners
Pennsylvania
$274K -$76.9K -3,971 -21%
PC
721
Port Capital
Illinois
$274K +$4.98K +257 +2%
DI
722
Dalton Investments
Nevada
$273K
LF
723
LifePlan Financial
Minnesota
$273K +$291K +14,995 New
GVAG
724
Great Valley Advisor Group
Delaware
$272K -$36.6K -1,889 -11%
AWE
725
Avidian Wealth Enterprises
Texas
$271K +$89.1K +4,599 +45%