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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
551
Baron Wealth Management
Michigan
$399K -$20.4K -80 -5%
WPW
552
Warther Private Wealth
Ohio
$399K
AA
553
Addison Advisors
Vermont
$397K -$1.53K -6 -0.4%
AG
554
AlTi Global
New York
$396K +$73.1K +287 +21%
VOYA Investment Management
555
VOYA Investment Management
Georgia
$396K -$29.8M -116,910 -99%
EH
556
Equitable Holdings
New York
$396K -$52.5K -206 -11%
IA
557
IFP Advisors
Florida
$396K +$60.1K +236 +17%
MCM
558
Mengis Capital Management
Oregon
$394K -$44.6K -175 -10%
ATIA
559
American Trust Investment Advisors
New Hampshire
$394K
DE
560
Diversified Enterprises
Delaware
$391K +$125K +492 +44%
TYCC
561
Texas Yale Capital Corp
Florida
$389K +$61.2K +240 +18%
BDFN
562
Bond & Devick Financial Network
Minnesota
$389K +$99.4K +390 +32%
BCM
563
Bayesian Capital Management
New York
$383K +$402K +1,578 New
TSS
564
Two Sigma Securities
New York
$383K +$402K +1,577 New
HSBC Holdings
565
HSBC Holdings
United Kingdom
$382K -$104K -408 -21%
VFA
566
Values First Advisors
Tennessee
$380K +$399K +1,566 New
APM
567
a16z Perennial Management
California
$375K +$105K +411 +36%
IWA
568
Icon Wealth Advisors
Texas
$374K -$9.68K -38 -2%
GVAG
569
Great Valley Advisor Group
Delaware
$371K +$9.68K +38 +3%
ATPW
570
Ashton Thomas Private Wealth
Arizona
$370K +$29.8K +117 +8%
S
571
Sunpointe
Missouri
$366K -$24.7K -97 -6%
MIM
572
Merrion Investment Management
New Jersey
$364K -$30.6K -120 -7%
RS
573
R Squared
Hong Kong
$364K -$245K -962 -39%
HPG
574
Harvest Portfolios Group
Ontario, Canada
$363K +$11K +43 +3%
FPAS
575
Focus Partners Advisor Solutions
Missouri
$357K -$150K -590 -29%