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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
526
Western Wealth Management
Colorado
$749K -$166K -1,324 -16%
CTC
527
Central Trust Company
Missouri
$749K +$15.1K +120 +2%
JG
528
Jefferies Group
New York
$749K +$878K +7,000 New
PA
529
Profund Advisors
Maryland
$747K -$177K -1,409 -17%
WA1
530
Wimmer Associates 1
California
$746K – – –
TSS
531
Two Sigma Securities
New York
$735K +$518K +4,125 +150%
BAM
532
Belpointe Asset Management
Nevada
$733K -$1.09M -8,724 -56%
SAM
533
Shell Asset Management
Netherlands
$732K +$25.1K +200 +3%
BIAS
534
Beacon Investment Advisory Services
New Jersey
$731K +$11.9K +95 +1%
SIA
535
Strategic Investment Advisors
Michigan
$722K -$639K -5,093 -43%
CT
536
Caldwell Trust
Florida
$717K +$44.2K +352 +6%
EWM
537
Empirical Wealth Management
Washington
$715K -$1.25M -9,934 -60%
DWM
538
Dakota Wealth Management
Florida
$715K -$7.03K -56 -0.8%
MCP
539
Mirador Capital Partners
California
$715K +$4.27K +34 +0.5%
APA
540
American Portfolios Advisors
New York
$711K -$486K -3,871 -37%
FUBT
541
First United Bank & Trust
Maryland
$709K +$211K +1,680 +34%
CCP
542
Corient Capital Partners
California
$708K – – –
ESCM
543
Echo Street Capital Management
New York
$708K +$830K +6,618 New
CIM
544
CIM Investment Management
Pennsylvania
$701K – – –
BFA
545
Beacon Financial Advisory
Ohio
$695K -$70.5K -562 -8%
SMH
546
Sanders Morris Harris
Texas
$687K – – –
LAM
547
L2 Asset Management
Massachusetts
$687K +$340K +2,707 +73%
HIIFS
548
Harel Insurance Investments & Financial Services
Israel
$683K -$1.08M -8,578 -57%
PCS
549
Personal CFO Solutions
New Jersey
$682K +$27.2K +217 +4%
CA
550
CGN Advisors
Kansas
$681K +$178K +1,418 +29%