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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
526
Carlson Capital Management
Minnesota
$444K
LJAC
527
L.J. Altfest & Co
New York
$444K
SP
528
Successful Portfolios
Florida
$439K +$33.2K +460 +8%
HSA
529
HBK Sorce Advisory
Pennsylvania
$434K -$16.9K -234 -4%
BAM
530
Belpointe Asset Management
Nevada
$430K -$80.2K -1,110 -16%
Credit Agricole
531
Credit Agricole
France
$426K +$33.2K +460 +9%
AFP
532
Ausdal Financial Partners
Iowa
$426K +$417K +5,767 New
MW
533
Marcum Wealth
Ohio
$425K +$6.5K +90 +2%
BCM
534
BTC Capital Management
Iowa
$423K -$2.53K -35 -0.6%
FMLI
535
Fukoku Mutual Life Insurance
Japan
$423K +$73.7K +1,020 +22%
PP
536
Pacifica Partners
Canada
$420K +$7.22K +100 +2%
LSWM
537
Lorne Steinberg Wealth Management
Canada
$417K
EN1L
538
Engine No 1 LLC
California
$417K +$191K +2,645 +88%
PCA
539
Personal Capital Advisors
California
$411K +$117K +1,622 +41%
RWA
540
Roberts Wealth Advisors
California
$409K +$400K +5,533 New
MMA
541
Miracle Mile Advisors
California
$408K +$116K +1,600 +41%
GAG
542
GM Advisory Group
New York
$407K -$14.4K -200 -4%
BSW
543
Buckingham Strategic Wealth
Missouri
$403K -$15.4K -213 -4%
AG
544
AIA Group
Hong Kong
$398K +$89.7K +1,242 +30%
DAS
545
Dynamic Advisor Solutions
Arizona
$396K +$387K +5,363 New
GG
546
Golden Green
South Carolina
$393K +$385K +5,325 New
SAM
547
S.A. Mason
Michigan
$392K
SMF
548
Sterling Manor Financial
New York
$391K +$383K +5,295 New
AIA
549
Avalon Investment & Advisory
Texas
$390K -$38.8K -537 -9%
PMAM
550
Picton Mahoney Asset Management
Ontario, Canada
$384K