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Name Holding Trade Value Shares
Change
Change in
Stake
GHAM
601
Gilman Hill Asset Management
Connecticut
$425K – – –
HIA
602
Harbor Investment Advisory
Maryland
$424K -$1.21K -5 -0.3%
GWANC
603
Guardian Wealth Advisors (North Carolina)
North Carolina
$424K +$2.67K +11 +0.6%
BAM
604
Blueshift Asset Management
New Jersey
$421K +$439K +1,811 New
MIS
605
Morningstar Investment Services
Illinois
$413K -$395K -1,628 -48%
AWS
606
Atria Wealth Solutions
New York
$412K -$2.18K -9 -0.5%
CI Investments Inc
607
CI Investments Inc
Ontario, Canada
$411K -$194K -799 -31%
BAM
608
Belpointe Asset Management
Nevada
$402K +$28.9K +119 +7%
CT
609
Colonial Trust
South Carolina
$400K -$728 -3 -0.2%
RWM
610
Ritholtz Wealth Management
New York
$400K +$120K +493 +40%
MCCA
611
Mill Creek Capital Advisors
Pennsylvania
$395K +$44.4K +183 +12%
QEI
612
QSV Equity Investors
Illinois
$394K +$411K +1,693 New
BHCM
613
Brevan Howard Capital Management
Jersey
$393K +$410K +1,690 New
1C
614
111 Capital
France
$392K +$409K +1,685 New
SPA
615
Sherbrooke Park Advisers
New York
$392K +$408K +1,683 New
CBA
616
Coastal Bridge Advisors
Connecticut
$385K +$45.6K +188 +13%
VI
617
Vestcor Inc
New Brunswick, Canada
$380K +$971 +4 +0.2%
EWA
618
EP Wealth Advisors
California
$374K +$67.2K +277 +21%
CIC
619
Carnegie Investment Counsel
Ohio
$373K +$8.25K +34 +2%
KeyBank National Association
620
KeyBank National Association
Ohio
$372K -$84.4K -348 -18%
USAA
621
United Services Automobile Association
Texas
$369K +$389K +1,604 New
ERIC
622
Eagle Rock Investment Company
Georgia
$369K – – –
FIM
623
Freedom Investment Management
Connecticut
$367K -$18.2K -75 -5%
CW
624
CreativeOne Wealth
Kansas
$363K +$8.49K +35 +2%
AIMA
625
Ables Iannone Moore & Associates
Georgia
$361K – – –