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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
401
Insigneo Advisory Services
Florida
$210K +$189K +902 New
FDCDDQ
402
Federation des caisses Desjardins du Quebec
Quebec, Canada
$208K -$58.8K -280 -24%
BF
403
BOK Financial
Oklahoma
$198K -$1.43M -6,817 -89%
BAM
404
Belpointe Asset Management
Nevada
$193K +$161K +766 +1,197%
WC
405
Westwind Capital
New Mexico
$181K
OAM
406
Ostrum Asset Management
France
$181K +$163K +776 New
HFM
407
Harvest Fund Management
China
$164K -$9.23K -44 -6%
FP
408
Financial Perspectives
Minnesota
$162K
TC
409
Truvestments Capital
Florida
$152K -$53.1K -253 -28%
PIA
410
Perennial Investment Advisors
California
$138K +$124K +590 New
VNA
411
Valley National Advisers
Pennsylvania
$127K +$32.3K +154 +37%
Fifth Third Bancorp
412
Fifth Third Bancorp
Ohio
$125K -$39.2K -187 -26%
O
413
Ossiam
France
$124K +$25.6K +122 +30%
NFSG
414
Newbridge Financial Services Group
Florida
$123K -$19.1K -91 -15%
BWP
415
Baldwin Wealth Partners
Massachusetts
$120K
AF
416
Allworth Financial
California
$120K +$1.47K +7 +1%
EI
417
Ellevest Inc
New York
$102K +$73.2K +349 +397%
QC
418
Quent Capital
New York
$99.3K +$5.04K +24 +6%
QCG
419
Quadrant Capital Group
Ohio
$91.8K +$3.57K +17 +5%
SWM
420
Spire Wealth Management
Virginia
$90.7K +$81.6K +389 New
LWCFA
421
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$88.6K
FFA
422
Farther Finance Advisors
California
$87.2K -$21.8K -104 -22%
MAM
423
Meeder Asset Management
Ohio
$84.9K +$56.7K +270 +287%
AAM
424
Advisors Asset Management
Colorado
$82.5K -$41.1K -196 -36%
BAMF
425
BI Asset Management Fondsmaeglerselskab
Denmark
$82K +$41.8K +199 +130%