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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
526
Gladstone Institutional Advisory
Florida
$284K +$252K +6,406 New
FIM
527
Freedom Investment Management
Connecticut
$282K -$40.2K -1,024 -14%
IWC
528
Integrated Wealth Concepts
Massachusetts
$279K +$247K +6,291 New
SWP
529
Stratos Wealth Partners
Ohio
$277K -$23.9K -608 -9%
SFI
530
Siemens Fonds Invest
Germany
$276K +$71.7K +1,824 +41%
FWM
531
Focused Wealth Management
New York
$276K
FCM
532
FJ Capital Management
Virginia
$275K +$244K +6,214 New
Acadian Asset Management
533
Acadian Asset Management
Massachusetts
$275K +$245K +6,233 New
GIM
534
Glenmede Investment Management
Pennsylvania
$274K +$243K +6,193 New
OCBCO
535
Oversea-Chinese Banking Corp (OCBC)
Singapore
$271K
NERM
536
New England Research & Management
Illinois
$270K +$240K +6,100 New
NL
537
NWAM LLC
Washington
$268K +$216K +5,492 New
AG
538
AlTi Global
New York
$264K +$235K +5,969 New
MIA
539
MeadowBrook Investment Advisors
Michigan
$262K -$59.5K -1,515 -20%
WCA
540
Westover Capital Advisors
Delaware
$258K +$229K +5,820 New
IA
541
IFG Advisory
Georgia
$257K +$228K +5,800 New
PSP
542
Principal Street Partners
Tennessee
$254K +$225K +5,724 New
CFO
543
Callan Family Office
Pennsylvania
$252K +$224K +5,695 New
SGAM
544
Smith Group Asset Management
Texas
$252K +$223K +5,685 New
YCM
545
Yousif Capital Management
Michigan
$252K -$15K -382 -6%
HCMT
546
Highland Capital Management (Tennessee)
Tennessee
$252K +$223K +5,683 New
PWM
547
Purus Wealth Management
California
$251K +$223K +5,672 New
PA
548
Parallel Advisors
California
$251K +$117K +2,966 +110%
SFA
549
Sequoia Financial Advisors
Ohio
$250K +$222K +5,641 New
WMP
550
Wealth Management Partners
Arizona
$247K +$216K +5,500 New