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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
651
Belpointe Asset Management
Nevada
$568K +$95.8K +602 +20%
SW
652
SVB Wealth
Massachusetts
$568K +$29.6K +186 +5%
SWM
653
SeaCrest Wealth Management
New York
$568K +$5.25K +33 +0.9%
NPPM
654
North Point Portfolio Managers
Ohio
$560K
CG
655
Caprock Group
Idaho
$555K +$4.29K +27 +0.8%
NCM
656
Nelson Capital Management
California
$553K
TSS
657
Two Sigma Securities
New York
$553K -$5.19M -32,633 -90%
IWA
658
IVC Wealth Advisors
Pennsylvania
$553K +$7.16K +45 +1%
RMAM
659
Raab & Moskowitz Asset Management
New Jersey
$549K
CIBC Private Wealth Group
660
CIBC Private Wealth Group
Georgia
$543K -$33.4K -210 -6%
SDIC
661
South Dakota Investment Council
South Dakota
$541K -$79.5K -500 -13%
SIC
662
Shoker Investment Counsel
Ohio
$537K +$955 +6 +0.2%
HWP
663
Highline Wealth Partners
California
$528K
SG Americas Securities
664
SG Americas Securities
New York
$526K +$35.8K +225 +7%
PFO
665
Pathstone Family Office
New Jersey
$523K -$1.6M -10,030 -76%
PT
666
Plimoth Trust
Massachusetts
$520K +$795 +5 +0.1%
BAAM
667
Baker Avenue Asset Management
California
$517K +$520K +3,270 +4,088%
CIA
668
Capital Investment Advisors
Georgia
$517K -$105K -658 -16%
JCIA
669
Jackson Creek Investment Advisors
Colorado
$516K -$34.8K -219 -6%
CWC
670
Carolinas Wealth Consulting
North Carolina
$511K
CCIA
671
Campbell & Co Investment Adviser
Maryland
$510K -$842K -5,291 -62%
WI
672
Wahed Invest
New York
$506K +$477 +3 +0.1%
BFM
673
Boston Financial Management
Massachusetts
$504K
CBT
674
CoreFirst Bank & Trust
Kansas
$503K -$63.6K -400 -11%
IA
675
Inspire Advisors
Idaho
$501K +$22K +138 +4%