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Name Holding Trade Value Shares
Change
Change in
Stake
FNBSF
1476
First National Bank Sioux Falls
South Dakota
$781K – – –
YIA
1477
YHB Investment Advisors
Connecticut
$781K +$111K +375 +13%
One Capital Management
1478
One Capital Management
California
$781K +$645K +2,169 +204%
SIA
1479
SeaBridge Investment Advisors
New Jersey
$778K +$38.7K +130 +4%
MWVC
1480
Morgens Waterfall Vintiadis & Co
New York
$773K -$981K -3,300 -51%
CWM
1481
Confluence Wealth Management
Oregon
$769K – – –
SA
1482
Shilanski & Associates
Alaska
$769K +$26.5K +89 +3%
Belpointe Asset Management
1483
Belpointe Asset Management
Nevada
$767K -$64.5K -217 -6%
BWM
1484
Buckley Wealth Management
Nevada
$764K +$105K +353 +13%
UH
1485
Unigestion Holding
Switzerland
$764K +$940K +3,163 New
ALAM
1486
Asahi Life Asset Management
Japan
$761K -$384K -1,290 -29%
AWM
1487
Aevitas Wealth Management
Massachusetts
$761K -$38.7K -130 -4%
PSC
1488
Prentiss Smith & Co
Vermont
$758K +$47.6K +160 +5%
BCA
1489
Bray Capital Advisors
Florida
$756K – – –
IP
1490
Intellectus Partners
California
$755K -$83.5K -281 -8%
EFS
1491
Essex Financial Services
Connecticut
$755K +$143K +481 +18%
DI
1492
DFPG Investments
Utah
$753K -$2.68K -9 -0.3%
GCAC
1493
Guardian Capital Advisors (Canada)
Ontario, Canada
$752K +$115K +386 +9%
MC
1494
Middleton & Co
Massachusetts
$750K -$23.8K -80 -3%
CIAS
1495
Capital Investment Advisory Services
North Carolina
$750K +$26.5K +89 +3%
MFG
1496
Magnus Financial Group
New York
$749K +$25.3K +85 +3%
OFW
1497
Omnia Family Wealth
Florida
$741K -$33.3K -112 -4%
Bogart Wealth LLC
1498
Bogart Wealth LLC
Virginia
$741K +$213K +718 +31%
PHK
1499
Point72 Hong Kong
Hong Kong
$739K +$910K +3,061 New
MBTD
1500
Mechanics Bank - Trust Department
California
$738K +$56.5K +190 +7%