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Name Holding Trade Value Shares
Change
Change in
Stake
WS
401
Wedbush Securities
California
$299K
TI
402
Tidal Investments
Wisconsin
$299K +$16.3K +453 +6%
BCM
403
Bayesian Capital Management
New York
$296K -$981K -27,200 -77%
AAS
404
Avantax Advisory Services
Texas
$296K +$36.4K +1,008 +15%
RAG
405
RIA Advisory Group
Iowa
$292K +$281K +7,780 New
PG
406
Patten Group
Tennessee
$290K +$2.16K +60 +0.8%
V
407
Veritable
Delaware
$290K -$32.4K -899 -10%
MHIC
408
Marble Harbor Investment Counsel
Massachusetts
$288K
FL
409
Fort LP
Maryland
$287K -$73.5K -2,037 -21%
TPM
410
Triasima Portfolio Management
Quebec, Canada
$282K
PRS
411
Pinkerton Retirement Specialists
Idaho
$278K +$267K +7,404 New
YMRC
412
Yorktown Management & Research Company
Virginia
$274K
NMIMC
413
Northwestern Mutual Investment Management Company
Wisconsin
$273K +$794 +22 +0.3%
SW
414
SkyOak Wealth
Michigan
$266K +$256K +7,093 New
VWM
415
Venturi Wealth Management
Texas
$265K -$1.23K -34 -0.5%
SQA
416
Simon Quick Advisors
New Jersey
$263K +$253K +7,020 New
BAM
417
Belpointe Asset Management
Nevada
$262K +$67.8K +1,881 +37%
BCV
418
Banque Cantonale Vaudoise
Switzerland
$261K
WPC
419
Wedmont Private Capital
Pennsylvania
$260K -$35.3K -979 -13%
BP
420
Ballentine Partners
Massachusetts
$256K +$246K +6,823 New
IC
421
IEQ Capital
California
$251K -$9.85K -273 -4%
SS
422
Simplicity Solutions
Minnesota
$247K +$31.8K +881 +15%
BFG
423
Bleakley Financial Group
New Jersey
$244K -$18.5K -512 -7%
1832 Asset Management
424
1832 Asset Management
Ontario, Canada
$244K -$2.07M -57,321 -90%
CAL
425
Capital Advisors Ltd
Ohio
$244K -$4.8K -133 -2%