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Name Holding Trade Value Shares
Change
Change in
Stake
Spire Wealth Management
226
Spire Wealth Management
Virginia
$790K +$767K +15,956 New
Davenport & Co
227
Davenport & Co
Virginia
$788K -$382K -7,957 -33%
BFG
228
Beacon Financial Group
Texas
$778K – – –
PG
229
Patten Group
Tennessee
$769K +$216K +4,502 +41%
Greenleaf Trust
230
Greenleaf Trust
Michigan
$751K +$4.61K +96 +0.6%
Pinnacle Associates
231
Pinnacle Associates
New York
$745K -$64K -1,333 -8%
JCM
232
Jag Capital Management
Missouri
$743K -$3.11M -64,705 -81%
Bailard
233
Bailard
California
$735K +$52.1K +1,084 +8%
CQS
234
Credential Qtrade Securities
$733K +$542K +11,274 +317%
Profund Advisors
235
Profund Advisors
Maryland
$732K +$25.1K +523 +4%
RMAM
236
Raab & Moskowitz Asset Management
New Jersey
$723K -$15.6K -325 -2%
CCA
237
Checchi Capital Advisers
California
$721K +$5.57K +116 +0.8%
Banco Santander
238
Banco Santander
Spain
$710K -$108K -2,240 -13%
Boothbay Fund Management
239
Boothbay Fund Management
New York
$710K +$217K +4,520 +46%
UR
240
USCA RIA
Texas
$707K +$2.07K +43 +0.3%
Colony Group
241
Colony Group
Massachusetts
$702K +$93K +1,935 +16%
NewEdge Advisors
242
NewEdge Advisors
Louisiana
$698K -$827K -17,206 -55%
Park Avenue Securities
243
Park Avenue Securities
New York
$691K +$167K +3,474 +33%
WAM
244
Weatherly Asset Management
California
$685K +$96 +2 +0%
1832 Asset Management
245
1832 Asset Management
Ontario, Canada
$675K -$7.33M -152,507 -92%
Belpointe Asset Management
246
Belpointe Asset Management
Nevada
$666K -$240K -4,991 -27%
Cetera Investment Advisers
247
Cetera Investment Advisers
Illinois
$655K -$219K -4,553 -26%
SFA
248
Semmax Financial Advisors
North Carolina
$654K -$12.3K -256 -2%
VNA
249
Valley National Advisers
Pennsylvania
$632K -$23.9K -498 -4%
PPSG
250
Princeton Portfolio Strategies Group
New Jersey
$619K +$144K +3,000 +31%