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Name Holding Trade Value Shares
Change
Change in
Stake
SGA
401
Seaport Global Advisors
Massachusetts
$213K -$99.7K -475 -34%
IAS
402
Insigneo Advisory Services
Florida
$210K +$189K +902 New
FDCDDQ
403
Federation des caisses Desjardins du Quebec
Quebec, Canada
$208K -$58.8K -280 -24%
BF
404
BOK Financial
Oklahoma
$198K -$1.43M -6,817 -89%
BAM
405
Belpointe Asset Management
Nevada
$193K +$161K +766 +1,197%
WC
406
Westwind Capital
New Mexico
$181K – – –
OAM
407
Ostrum Asset Management
France
$181K +$163K +776 New
HFM
408
Harvest Fund Management
China
$164K -$9.23K -44 -6%
FP
409
Financial Perspectives
Minnesota
$162K – – –
TC
410
Truvestments Capital
Florida
$152K -$53.1K -253 -28%
PIA
411
Perennial Investment Advisors
California
$138K +$124K +590 New
VNA
412
Valley National Advisers
Pennsylvania
$127K +$32.3K +154 +37%
Fifth Third Bancorp
413
Fifth Third Bancorp
Ohio
$125K -$39.2K -187 -26%
O
414
Ossiam
France
$124K +$25.6K +122 +30%
NFSG
415
Newbridge Financial Services Group
Florida
$123K -$19.1K -91 -15%
BWP
416
Baldwin Wealth Partners
Massachusetts
$120K – – –
AF
417
Allworth Financial
California
$120K +$1.47K +7 +1%
EI
418
Ellevest Inc
New York
$102K +$73.2K +349 +397%
QC
419
Quent Capital
New York
$99.3K +$5.04K +24 +6%
QCG
420
Quadrant Capital Group
Ohio
$91.8K +$3.57K +17 +5%
SWM
421
Spire Wealth Management
Virginia
$90.7K +$81.6K +389 New
LWCFA
422
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$88.6K – – –
FFA
423
Farther Finance Advisors
California
$87.2K -$21.8K -104 -22%
MAM
424
Meeder Asset Management
Ohio
$84.9K +$56.7K +270 +287%
AAM
425
Advisors Asset Management
Colorado
$82.5K -$41.1K -196 -36%