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Name Holding Trade Value Shares
Change
Change in
Stake
BP
551
Ballentine Partners
Massachusetts
$790K +$19K +155 +3%
SWM
552
Spire Wealth Management
Virginia
$789K +$69.8K +569 +12%
SSW
553
Smith Shellnut Wilson
Mississippi
$783K -$3.93K -32 -0.6%
EAM
554
Erste Asset Management
Austria
$762K -$613K -5,000 -50%
ZF
555
Zhang Financial
Michigan
$762K +$3.19K +26 +0.5%
KA
556
Kovack Advisors
Florida
$755K +$222K +1,813 +55%
NB
557
Northwest Bancshares
Pennsylvania
$751K
CICI
558
Capital Investment Counsel Inc
North Carolina
$747K
RCAG
559
Rehmann Capital Advisory Group
Michigan
$737K +$36.9K +301 +6%
SFS
560
Security Financial Services
Indiana
$732K -$472K -3,845 -44%
S
561
Seeyond
France
$727K -$62.8K -512 -9%
BAM
562
Belpointe Asset Management
Nevada
$719K -$1.58M -12,849 -73%
CI
563
Cigna Investments
Connecticut
$719K -$207K -1,687 -26%
LFAS
564
Level Four Advisory Services
Texas
$698K -$8.34K -68 -1%
KWM
565
Kingsview Wealth Management
Oregon
$697K -$161K -1,310 -22%
HIS
566
Harvest Investment Services
Illinois
$693K +$89.2K +727 +18%
Rafferty Asset Management
567
Rafferty Asset Management
New York
$686K +$566K +4,614 New
PG
568
Proffitt & Goodson
Tennessee
$677K -$9.57K -78 -2%
MWPCG
569
Measured Wealth Private Client Group
New Hampshire
$674K -$7.61K -62 -1%
GIA
570
Gladstone Institutional Advisory
Florida
$671K +$58.8K +479 +12%
MGP
571
Metis Global Partners
California
$669K +$267K +2,174 +94%
CA
572
Clearstead Advisors
Ohio
$661K
DWA
573
Douglass Winthrop Advisors
New York
$661K
UAS
574
United Asset Strategies
New York
$651K +$27.6K +225 +5%
ED
575
Exane Derivatives
France
$650K +$152K +1,239 +40%