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Name Holding Trade Value Shares
Change
Change in
Stake
KRSITF
401
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$555K -$35.9K -223 -6%
SFS
402
Sowell Financial Services
Arkansas
$548K +$5.16K +32 +1%
OAM
403
Oppenheimer Asset Management
New York
$540K -$27.2K -169 -5%
DAS
404
Diversify Advisory Services
Utah
$538K +$100K +622 +31%
PC
405
Permanens Capital
New York
$522K +$189K +1,171 +63%
HWM
406
HB Wealth Management
Georgia
$512K +$101K +626 +27%
VSQM
407
V-Square Quantitative Management
Illinois
$506K +$36.9K +229 +8%
SAA
408
Southeast Asset Advisors
Georgia
$499K -$339K -2,102 -42%
GI
409
GAMMA Investing
California
$495K +$103K +641 +29%
SWM
410
Sendero Wealth Management
Texas
$492K +$88.1K +547 +24%
BC
411
Bayforest Capital
United Kingdom
$492K +$352K +2,186 +328%
GWA
412
Gratus Wealth Advisors
Virginia
$483K
YMRC
413
Yorktown Management & Research Company
Virginia
$483K
FFA
414
Farther Finance Advisors
California
$482K -$12.7K -79 -3%
CCM
415
Coldstream Capital Management
Washington
$475K -$20.6K -128 -4%
KHCM
416
Kirtland Hills Capital Management
Ohio
$475K -$6.77K -42 -2%
GA
417
GraniteShares Advisors
New York
$469K -$1.13K -7 -0.3%
HT
418
Headlands Technologies
Illinois
$464K -$400K -2,485 -48%
MSA
419
MUFG Securities Americas
New York
$458K +$85.2K +529 +25%
MYAM
420
Meiji Yasuda Asset Management
Japan
$455K -$48.7K -302 -10%
DIM
421
DC Investments Management
Virginia
$454K
Wealthfront Advisers
422
Wealthfront Advisers
California
$451K +$73.5K +456 +21%
HIA
423
Harbor Investment Advisory
Maryland
$447K
Verition Fund Management
424
Verition Fund Management
Connecticut
$447K -$11.4M -70,883 -96%
DO
425
denkapparat Operations
Germany
$446K +$417K +2,586 New