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Name Holding Trade Value Shares
Change
Change in
Stake
UWM
551
Urban Wealth Management
California
$582K +$575K +3,329 New
Belpointe Asset Management
552
Belpointe Asset Management
Nevada
$579K +$572K +3,313 New
SSWM
553
Sheets Smith Wealth Management
North Carolina
$575K +$17.1K +99 +3%
AWP
554
Accretive Wealth Partners
New Jersey
$571K +$564K +3,267 New
KRSITF
555
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$569K +$48.7K +282 +9%
CP
556
Camelot Portfolios
Ohio
$569K +$103K +596 +22%
Meiji Yasuda Life Insurance
557
Meiji Yasuda Life Insurance
Japan
$559K +$553K +3,199 New
JGUA
558
John G. Ullman & Associates
New York
$554K -$20K -116 -4%
PGWM
559
Parisi Gray Wealth Management
New Jersey
$546K – – –
Oppenheimer Asset Management
560
Oppenheimer Asset Management
New York
$545K +$1.21K +7 +0.2%
DSC
561
Duncker Streett & Co
Missouri
$539K -$85.7K -496 -14%
TCM
562
Twin Capital Management
Pennsylvania
$535K +$528K +3,057 New
AC
563
Athanor Capital
New York
$528K +$522K +3,021 New
BOK Financial
564
BOK Financial
Oklahoma
$526K -$27.6K -160 -5%
AP
565
Advisor Partners
California
$526K +$24.5K +142 +5%
Tower Research Capital (TRC)
566
Tower Research Capital (TRC)
New York
$519K -$244K -1,410 -32%
Park Avenue Securities
567
Park Avenue Securities
New York
$517K +$95.9K +555 +23%
KTM
568
Keeler Thomas Management
Utah
$516K -$1.13M -6,535 -69%
Northwestern Mutual Wealth Management
569
Northwestern Mutual Wealth Management
Wisconsin
$512K +$121K +699 +31%
CCT
570
Chemung Canal Trust
New York
$510K – – –
SC
571
Saybrook Capital
North Carolina
$509K – – –
WWM
572
WT Wealth Management
Arizona
$505K +$183K +1,062 +58%
E
573
Ergoteles
New York
$504K +$15K +87 +3%
SP
574
Symmetry Partners
Connecticut
$502K -$227K -1,312 -31%
FC
575
FORA Capital
Florida
$499K +$493K +2,854 New