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Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
401
Industrial Alliance Investment Management
Quebec, Canada
$215K +$14.4K +159 +7%
AWS
402
Atria Wealth Solutions
New York
$213K +$212K +2,346 New
CIA
403
Capital Investment Advisors
Georgia
$212K +$211K +2,340 New
BMSSC
404
B. Metzler seel. Sohn & Co
Germany
$210K +$209K +2,318 New
SA
405
Syntax Advisors
New York
$210K -$24.9K -276 -11%
VCG
406
Vantage Consulting Group
Virginia
$210K -$24.9K -276 -11%
BC
407
Bridgefront Capital
Texas
$207K +$207K +2,287 New
SW
408
SVB Wealth
Massachusetts
$205K -$137K -1,518 -40%
SCA
409
Snowden Capital Advisors
New York
$203K -$44.6K -494 -18%
CGL
410
Clarius Group LLC
Washington
$201K +$200K +2,217 New
MAM
411
Meeder Asset Management
Ohio
$198K -$31.8K -352 -14%
BAM
412
Belpointe Asset Management
Nevada
$190K +$994 +11 +0.5%
S
413
SignatureFD
Georgia
$189K +$45.6K +505 +32%
MCC
414
Money Concepts Capital
Florida
$179K +$178K +1,971 New
GWM
415
Geneos Wealth Management
Colorado
$163K
MCM
416
MV Capital Management
Maryland
$155K -$5.87K -65 -4%
RMC
417
Resources Management Corp
Connecticut
$154K -$102K -1,125 -40%
PTC
418
Private Trust Company
Ohio
$153K -$136K -1,508 -47%
CLOS
419
Compagnie Lombard Odier SCmA
Switzerland
$153K
PMAM
420
Picton Mahoney Asset Management
Ontario, Canada
$150K +$149K +1,649 New
PA
421
Parallel Advisors
California
$137K +$19.1K +212 +16%
SDIC
422
South Dakota Investment Council
South Dakota
$136K
AIP
423
Ameritas Investment Partners
Nebraska
$134K -$14.4K -159 -11%
LWCFA
424
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$132K
Bessemer Group
425
Bessemer Group
New Jersey
$131K +$39.6K +438 +44%