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Name Holding Trade Value Shares
Change
Change in
Stake
YIA
1476
YHB Investment Advisors
Connecticut
$781K +$111K +375 +13%
OCM
1477
One Capital Management
California
$781K +$645K +2,169 +204%
SIA
1478
SeaBridge Investment Advisors
New Jersey
$778K +$38.7K +130 +4%
MWVC
1479
Morgens Waterfall Vintiadis & Co
New York
$773K -$981K -3,300 -51%
CWM
1480
Confluence Wealth Management
Oregon
$769K
SA
1481
Shilanski & Associates
Alaska
$769K +$26.5K +89 +3%
BAM
1482
Belpointe Asset Management
Nevada
$767K -$64.5K -217 -6%
BWM
1483
Buckley Wealth Management
Nevada
$764K +$105K +353 +13%
UH
1484
Unigestion Holding
Switzerland
$764K +$940K +3,163 New
ALAM
1485
Asahi Life Asset Management
Japan
$761K -$384K -1,290 -29%
AWM
1486
Aevitas Wealth Management
Massachusetts
$761K -$38.7K -130 -4%
PSC
1487
Prentiss Smith & Co
Vermont
$758K +$47.6K +160 +5%
BCA
1488
Bray Capital Advisors
Florida
$756K
IP
1489
Intellectus Partners
California
$755K -$83.5K -281 -8%
EFS
1490
Essex Financial Services
Connecticut
$755K +$143K +481 +18%
DI
1491
DFPG Investments
Utah
$753K -$2.68K -9 -0.3%
GCAC
1492
Guardian Capital Advisors (Canada)
Ontario, Canada
$752K +$115K +386 +9%
MC
1493
Middleton & Co
Massachusetts
$750K -$23.8K -80 -3%
CIAS
1494
Capital Investment Advisory Services
North Carolina
$750K +$26.5K +89 +3%
MFG
1495
Magnus Financial Group
New York
$749K +$25.3K +85 +3%
OFW
1496
Omnia Family Wealth
Florida
$741K -$33.3K -112 -4%
BWL
1497
Bogart Wealth LLC
Virginia
$741K +$213K +718 +31%
PHK
1498
Point72 Hong Kong
Hong Kong
$739K +$910K +3,061 New
MBTD
1499
Mechanics Bank - Trust Department
California
$738K +$56.5K +190 +7%
EWA
1500
ERTS Wealth Advisors
Michigan
$735K -$121K -407 -12%