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Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
701
Benjamin F. Edwards & Company
Missouri
$355K -$270K -1,830 -41%
BAM
702
Belpointe Asset Management
Nevada
$347K +$71.5K +484 +23%
BM
703
Brandywine Managers
Delaware
$344K
WDC
704
Woodward Diversified Capital
California
$344K +$31.5K +213 +9%
RWA
705
Roberts Wealth Advisors
California
$344K
OIA
706
OneDigital Investment Advisors
Kansas
$343K +$375K +2,540 New
FTDI
707
First Trust Direct Indexing
Massachusetts
$343K -$155K -1,052 -29%
EWA
708
Evolution Wealth Advisors
Florida
$339K +$370K +2,507 New
CLOS
709
Compagnie Lombard Odier SCmA
Switzerland
$338K +$148K +1,000 +67%
CF
710
Clarity Financial
Texas
$338K +$369K +2,500 New
OAM
711
Ostrum Asset Management
France
$337K +$104K +706 +39%
B
712
Bailard
California
$335K -$1.68M -11,380 -82%
SPA
713
Sherbrooke Park Advisers
New York
$334K -$639K -4,326 -64%
ProShare Advisors
714
ProShare Advisors
Maryland
$329K +$150K +1,014 +71%
KPWS
715
Kestra Private Wealth Services
Texas
$329K +$2.21K +15 +0.6%
DA
716
Doliver Advisors
Texas
$328K -$34.3K -232 -9%
EGA
717
E&G Advisors
Texas
$325K +$38.3K +259 +12%
WSC
718
Wellington Shields & Co
New York
$324K +$354K +2,400 New
Loomis, Sayles & Company
719
Loomis, Sayles & Company
Massachusetts
$324K
MA
720
Modus Advisors
Minnesota
$324K +$58.5K +396 +20%
PGWM
721
Parisi Gray Wealth Management
New Jersey
$320K +$39.4K +267 +13%
OP
722
ORG Partners
Indiana
$319K +$329K +2,225 +20,227%
AT
723
Arden Trust
Delaware
$318K -$45.2K -306 -11%
TIAA Trust, National Association
724
TIAA Trust, National Association
North Carolina
$317K -$898K -6,078 -72%
MOS
725
MGO One Seven
Ohio
$313K -$14.6K -99 -4%