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Name Holding Trade Value Shares
Change
Change in
Stake
EAM
701
EdenTree Asset Management
United Kingdom
$1.63M
IWA
702
IBEX Wealth Advisors
New Jersey
$1.62M +$2.62M +13,677 +478%
MLM
703
Mount Lucas Management
Pennsylvania
$1.62M -$1.65M -8,622 -52%
MLA
704
My Legacy Advisors
Oregon
$1.61M -$241K -1,261 -14%
SPC
705
Sigma Planning Corp
Michigan
$1.61M +$358K +1,869 +32%
LA
706
Lindenwold Advisors
Pennsylvania
$1.6M +$16.8K +88 +1%
GRP
707
Global Retirement Partners
California
$1.59M +$169K +884 +13%
BAM
708
Belpointe Asset Management
Nevada
$1.59M -$581K -3,036 -28%
PTC
709
Private Trust Company
Ohio
$1.59M
AF
710
Allworth Financial
California
$1.58M -$160K -838 -10%
SGI
711
Summit Global Investments
Utah
$1.58M +$1.46M +7,644 New
BW
712
Bison Wealth
Georgia
$1.58M +$128K +669 +10%
PMA
713
Prudent Man Advisors
Illinois
$1.57M -$27.9K -146 -2%
DL
714
DOHJ LLC
Washington
$1.56M +$732K +3,824 +104%
DF
715
Donoghue Forlines
Massachusetts
$1.56M -$208K -1,084 -13%
FM
716
Freemont Management
Switzerland
$1.55M
BP
717
Ballentine Partners
Massachusetts
$1.55M +$93.8K +490 +7%
ST
718
Sabal Trust
Florida
$1.53M
AWA
719
Arkadios Wealth Advisors
Georgia
$1.52M +$687K +3,587 +95%
DFCM
720
Dark Forest Capital Management
Puerto Rico
$1.51M +$1.4M +7,319 New
LSAG
721
Lake Street Advisors Group
New Hampshire
$1.5M +$69.3K +362 +5%
CWM
722
Circle Wealth Management
New Jersey
$1.5M -$86K -449 -6%
TFS
723
Thoroughbred Financial Services
Tennessee
$1.49M +$1.03M +5,369 +292%
CAG
724
Csenge Advisory Group
Florida
$1.48M -$10.9K -57 -0.8%
TIAA Trust, National Association
725
TIAA Trust, National Association
North Carolina
$1.47M +$26.4K +138 +2%