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Name Holding Trade Value Shares
Change
Change in
Stake
WFI
651
West Family Investments
California
$491K
JCM
652
Jacobi Capital Management
Pennsylvania
$489K -$36.4K -339 -8%
SW
653
SVB Wealth
Massachusetts
$489K -$20.8K -194 -5%
CCIA
654
Campbell & Co Investment Adviser
Maryland
$488K -$1.05M -9,791 -71%
OFW
655
Omnia Family Wealth
Florida
$486K +$2.79K +26 +0.7%
DAS
656
Dynamic Advisor Solutions
Arizona
$484K +$43.5K +405 +12%
VCM
657
Violich Capital Management
California
$483K
SWP
658
Significant Wealth Partners
Illinois
$476K +$413K +3,841 New
CI
659
Conning Inc
Connecticut
$476K
BCV
660
Banque Cantonale Vaudoise
Switzerland
$474K -$832K -7,742 -67%
PIM
661
Penobscot Investment Management
Massachusetts
$471K
IF
662
Integrity Financial
Wyoming
$463K
KWM
663
Kingsview Wealth Management
Oregon
$451K +$44.9K +418 +13%
SAM
664
Silvercrest Asset Management
New York
$451K -$1.4K -13 -0.4%
PA
665
PFG Advisors
Arizona
$450K +$41.5K +386 +12%
BAM
666
Belpointe Asset Management
Nevada
$448K +$10.6K +99 +3%
CI Investments Inc
667
CI Investments Inc
Ontario, Canada
$446K +$50.5K +470 +15%
SMG
668
Smart Money Group
Texas
$443K +$449K +4,175 New
GL
669
Graypoint LLC
New York
$441K +$10.6K +99 +3%
CSIC
670
Clifford Swan Investment Counsel
California
$440K
DZ Bank
671
DZ Bank
Germany
$436K +$378K +3,521 New
SIA
672
Schechter Investment Advisors
Michigan
$436K +$144K +1,337 +61%
BFG
673
Beacon Financial Group
Texas
$436K +$378K +3,518 New
MNBTD
674
Moody National Bank Trust Division
Texas
$435K -$67.6K -629 -15%
AI
675
AXS Investments
New York
$434K +$107K +1,000 +40%