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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
426
Seaview Investment Managers
Florida
$321K – – –
CA
427
Cetera Advisors
Colorado
$321K +$54K +1,036 +21%
MIM
428
Marco Investment Management
Georgia
$320K – – –
MIM
429
Meixler Investment Management
Arizona
$318K +$85.2K +1,635 +39%
AAS
430
Ameritas Advisory Services
Nebraska
$316K +$311K +5,966 New
BAWC
431
Boyce & Associates Wealth Consulting
Texas
$305K +$5.21K +100 +2%
Fifth Third Bancorp
432
Fifth Third Bancorp
Ohio
$304K -$1.41K -27 -0.5%
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$303K -$30.3K -581 -9%
SW
434
SVB Wealth
Massachusetts
$303K -$13K -250 -4%
MHIC
435
Marble Harbor Investment Counsel
Massachusetts
$298K -$41.7K -800 -13%
1WA
436
180 Wealth Advisors
Washington
$284K -$22.1K -424 -8%
SEC
437
Seven Eight Capital
New York
$275K +$264K +5,058 New
FCBT
438
First Citizens Bank & Trust
North Carolina
$274K +$263K +5,041 New
MM
439
MQS Management
New York
$271K -$148K -2,830 -36%
MFIM
440
Mesirow Financial Investment Management
Illinois
$271K +$4.59K +88 +2%
GIBU
441
Gulf International Bank (UK)
United Kingdom
$268K – – –
BCP
442
Berkeley Capital Partners
Georgia
$262K -$4.59K -88 -2%
BCV
443
Banque Cantonale Vaudoise
Switzerland
$261K -$19.3K -370 -7%
FFM
444
Forum Financial Management
Illinois
$256K – – –
BAM
445
Belpointe Asset Management
Nevada
$255K +$18.6K +356 +8%
VWM
446
Venturi Wealth Management
Texas
$253K -$96.9K -1,859 -28%
FLPIM
447
F.L. Putnam Investment Management
Massachusetts
$251K – – –
ABC
448
Associated Banc-Corp
Wisconsin
$246K -$5.21K -100 -2%
SO
449
STRS Ohio
Ohio
$245K +$235K +4,500 New
WJWM
450
Williams Jones Wealth Management
New York
$245K – – –