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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
276
Belpointe Asset Management
Nevada
$233K -$28.9K -1,777 -10%
VCM
277
Vivaldi Capital Management
Illinois
$227K
MAP
278
Moody Aldrich Partners
Massachusetts
$217K +$53.7K +3,309 +27%
EC
279
EJF Capital
Virginia
$212K +$244K +15,000 New
CAM
280
Cresset Asset Management
Illinois
$209K -$753K -46,377 -76%
MIP
281
Marietta Investment Partners
Wisconsin
$208K
CMF
282
Counterpoint Mutual Funds
California
$206K +$237K +14,621 New
Mercer Global Advisors
283
Mercer Global Advisors
Colorado
$203K +$26.6K +1,640 +13%
SWA
284
Stratos Wealth Advisors
Ohio
$202K +$233K +14,333 New
Vanguard Personalized Indexing Management
285
Vanguard Personalized Indexing Management
California
$196K +$18.8K +1,160 +9%
PA
286
Parallel Advisors
California
$191K -$62.4K -3,844 -22%
GC
287
Guggenheim Capital
Illinois
$189K -$144K -8,885 -40%
BWA
288
Bordeaux Wealth Advisors
California
$186K
TSW
289
Thompson Siegel & Walmsley
Virginia
$183K +$211K +13,000 New
SPC
290
Sigma Planning Corp
Michigan
$182K +$210K +12,905 New
FRM
291
Fox Run Management
Connecticut
$177K -$405K -24,961 -67%
Fisher Asset Management
292
Fisher Asset Management
Washington
$173K -$76.1K -4,684 -28%
SW
293
SkyOak Wealth
Michigan
$169K
CAM
294
Carret Asset Management
New York
$166K +$24.8K +1,525 +15%
MMA
295
Miracle Mile Advisors
California
$163K
CCM
296
Cohen Capital Management
California
$162K
HI
297
Hoey Investments
Pennsylvania
$160K -$257K -15,840 -58%
CFA
298
Capstone Financial Advisors
Illinois
$160K +$184K +11,331 New
TDC
299
Thompson Davis & Co
Virginia
$158K +$182K +11,200 New
Daiwa Securities Group
300
Daiwa Securities Group
Japan
$155K +$179K +11,000 New