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Name Holding Trade Value Shares
Change
Change in
Stake
PP
501
PDT Partners
New York
$665K -$1.8M -14,716 -72%
BAM
502
Belpointe Asset Management
Nevada
$663K +$287K +2,349 +75%
SFA
503
Sequoia Financial Advisors
Ohio
$661K +$298K +2,442 +75%
RCA
504
Roberts Capital Advisors
Colorado
$652K
EOJOAM
505
E. Ohman J:or Asset Management
Sweden
$650K
FRA
506
Frank Rimerman Advisors
California
$650K -$348K -2,848 -34%
SEM
507
Suncoast Equity Management
Florida
$648K +$682K +5,580 New
CIM
508
Contravisory Investment Management
Massachusetts
$647K
RCM
509
Radnor Capital Management
Pennsylvania
$627K
AWM
510
AE Wealth Management
Kansas
$613K +$259K +2,116 +67%
ET
511
Entropy Technologies
New York
$605K -$462K -3,783 -42%
Vontobel Holding
512
Vontobel Holding
Switzerland
$604K -$63.8K -522 -9%
SBIA
513
Sheaff Brock Investment Advisors
Indiana
$604K +$635K +5,200 New
CSIC
514
Clifford Swan Investment Counsel
California
$601K -$6.11K -50 -1%
OCBCO
515
Oversea-Chinese Banking Corp (OCBC)
Singapore
$596K -$520K -4,258 -45%
JIC
516
Johnson Investment Counsel
Ohio
$594K +$103K +840 +20%
WI
517
Wahed Invest
New York
$589K +$9.04K +74 +1%
CSB
518
City State Bank
Iowa
$588K
A
519
AlphaQuest
New York
$587K -$538K -4,400 -47%
RCAG
520
Rehmann Capital Advisory Group
Michigan
$587K +$52.7K +431 +9%
AAA
521
AG Asset Advisory
California
$587K +$618K +5,056 New
NSEDCP
522
NJ State Employees Deferred Compensation Plan
New Jersey
$580K
VSQM
523
V-Square Quantitative Management
Illinois
$580K -$13.4K -110 -2%
IWC
524
Integrated Wealth Concepts
Massachusetts
$578K +$256K +2,095 +73%
TCM
525
Twin Capital Management
Pennsylvania
$571K -$8.43K -69 -1%