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Name Holding Trade Value Shares
Change
Change in
Stake
CI
676
Cigna Investments
Connecticut
$945K -$51.4K -366 -5%
WIM
677
Waycross Investment Management
Washington
$945K -$20.1K -143 -2%
SAM
678
Shell Asset Management
Netherlands
$944K -$862K -6,139 -47%
GWMIA
679
Global Wealth Management Investment Advisory
Florida
$932K +$47.3K +337 +5%
BAM
680
Belpointe Asset Management
Nevada
$918K -$498K -3,549 -35%
Group One Trading
681
Group One Trading
Illinois
$916K +$926K +6,597 New
BCM
682
Barden Capital Management
Texas
$913K -$165K -1,176 -15%
DPIM
683
Duff & Phelps Investment Management
Illinois
$911K
VAS
684
Vestmark Advisory Solutions
Massachusetts
$910K +$13.1K +93 +1%
FNBT
685
FineMark National Bank & Trust
Florida
$897K -$236K -1,685 -21%
CT
686
Coastline Trust
Rhode Island
$896K +$6.88K +49 +0.8%
ASN
687
Advisory Services Network
Georgia
$886K -$1.06M -7,537 -54%
HIA
688
Harbor Investment Advisory
Maryland
$882K +$234K +1,670 +36%
CAG
689
Csenge Advisory Group
Florida
$882K -$842 -6 -0.1%
WP
690
Waycross Partners
Kentucky
$875K +$393K +2,800 +80%
RA
691
RFG Advisory
Alabama
$873K -$15.2K -108 -2%
JF
692
Jump Financial
Illinois
$871K +$397K +2,832 +82%
PTC
693
Private Trust Company
Ohio
$871K +$655K +4,670 +292%
DIA
694
Dana Investment Advisors
Wisconsin
$856K +$865K +6,162 New
GJCM
695
Grand Jean Capital Management
California
$855K
CCG
696
Ceeto Capital Group
Florida
$846K
SC
697
Savant Capital
Illinois
$845K -$18K -128 -2%
WT
698
Whittier Trust
California
$839K +$421 +3 +0%
CGL
699
Clarius Group LLC
Washington
$838K -$20.2K -144 -2%
DAM
700
Doheny Asset Management
California
$834K