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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
651
Silvercrest Asset Management
New York
$356K
ACMA
652
Arbor Capital Management (Alaska)
Alaska
$348K
CSIC
653
Clifford Swan Investment Counsel
California
$347K
BAM
654
Belpointe Asset Management
Nevada
$343K -$42.6K -474 -12%
GL
655
Graypoint LLC
New York
$338K +$77.2K +860 +33%
AFCM
656
Applied Finance Capital Management
Puerto Rico
$333K -$44.7K -498 -13%
FA
657
FDx Advisors
Illinois
$332K -$1.44K -16 -0.5%
MWM
658
Meridian Wealth Management
Kentucky
$329K -$296K -3,300 -49%
BCM
659
Becker Capital Management
Oregon
$328K
DAS
660
Dynamic Advisor Solutions
Arizona
$328K -$9.34K -104 -3%
PMSA
661
Patrick M. Sweeney & Associates
Illinois
$328K +$301K +3,354 New
CC
662
Cipher Capital
New York
$327K +$300K +3,345 New
SCG
663
Sonata Capital Group
Washington
$325K +$53.9K +600 +22%
PPWP
664
Premier Path Wealth Partners
New Jersey
$323K +$297K +3,308 New
NAS
665
Nicolet Advisory Services
Wisconsin
$323K +$3.14K +35 +1%
TC
666
Telemus Capital
Michigan
$322K -$2.25K -25 -0.8%
CP
667
Camelot Portfolios
Ohio
$322K +$296K +3,300 New
FCP
668
Fidelis Capital Partners
Florida
$321K +$54.6K +608 +23%
SAG
669
SageView Advisory Group
California
$320K +$282K +3,136 New
PWW
670
Pettyjohn Wood & White
Virginia
$319K
PA
671
PFG Advisors
Arizona
$317K -$28.9K -322 -9%
CIP
672
Convergence Investment Partners
Florida
$317K +$292K +3,249 New
FIA
673
Foundations Investment Advisors
Arizona
$317K +$16.4K +183 +6%
KWM
674
Kingsview Wealth Management
Oregon
$315K +$8.98K +100 +3%
ACM
675
Absolute Capital Management
Pennsylvania
$312K +$287K +3,200 New