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Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
426
F.L. Putnam Investment Management
Massachusetts
$843K +$188K +2,264 +39%
WAM
427
Westport Asset Management
Connecticut
$838K – – –
JSL
428
JT Stratford LLC
Georgia
$811K +$20.8K +251 +3%
IAA
429
Independent Advisor Alliance
North Carolina
$805K +$642K +7,745 New
GIBU
430
Gulf International Bank (UK)
United Kingdom
$804K – – –
VWM
431
Venturi Wealth Management
Texas
$801K – – –
Assenagon Asset Management
432
Assenagon Asset Management
Luxembourg
$788K +$233K +2,815 +59%
BAM
433
Belpointe Asset Management
Nevada
$770K +$504K +6,077 +460%
P
434
Pitcairn
Pennsylvania
$763K +$608K +7,333 New
TSWM
435
Tyler-Stone Wealth Management
Ohio
$755K +$20.6K +249 +4%
AWS
436
Atria Wealth Solutions
New York
$738K +$586K +7,071 New
LCOV
437
London Company of Virginia
Virginia
$735K +$12.4K +150 +2%
AAS
438
Avantax Advisory Services
Texas
$734K -$628K -7,576 -52%
SW
439
SVB Wealth
Massachusetts
$717K -$156K -1,888 -21%
PWM
440
Perigon Wealth Management
California
$715K +$295K +3,558 +107%
AAS
441
Ameritas Advisory Services
Nebraska
$711K -$1.05M -12,672 -65%
NAM
442
NorthCrest Asset Manangement
Minnesota
$707K +$16.6K +200 +3%
ED
443
Exane Derivatives
France
$706K -$132K -1,590 -19%
Northwestern Mutual Wealth Management
444
Northwestern Mutual Wealth Management
Wisconsin
$688K +$53.2K +642 +11%
MAA
445
Mraz Amerine & Associates
California
$686K – – –
SVWAG
446
Sound View Wealth Advisors Group
Georgia
$678K +$541K +6,524 New
CPC
447
Congress Park Capital
New York
$673K +$273K +3,300 +104%
SI
448
Stephens Inc
Arkansas
$670K -$1.05M -12,664 -66%
OFA
449
Oak Family Advisors
Illinois
$664K -$2.93M -35,384 -85%
RIA
450
Regal Investment Advisors
Michigan
$662K -$878K -10,592 -62%