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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
626
BLKBRD Asset Management
Connecticut
$20.2M +$6.02M +17,366 +62%
PWS
627
Peterson Wealth Services
Utah
$20M -$15.6M -44,874 -100%
BRWA
628
B. Riley Wealth Advisors
Florida
$20M -$2.25M -6,476 -13%
PCMH
629
Polymer Capital Management (HK)
Hong Kong
$19.9M +$14.7M +42,271 +1,725%
BAM
630
Belpointe Asset Management
Nevada
$19.9M -$1.04M -2,994 -6%
CA
631
Cache Advisors
California
$19.7M -$1.89M -5,445 -11%
FIA
632
Foundations Investment Advisors
Arizona
$19.6M -$106K -305 -0.7%
LIM
633
Lingotto Investment Management
United Kingdom
$19.6M
SBFM
634
S-Bank Fund Management
Finland
$19.4M -$170K -491 -1%
SA
635
Sicart Associates
New York
$19.3M +$2.55M +7,344 +20%
VVP
636
Venture Visionary Partners
Ohio
$19.3M -$910K -2,625 -6%
Bessemer Group
637
Bessemer Group
New Jersey
$19.2M +$1.76M +5,066 +13%
SMA
638
Sage Mountain Advisors
Georgia
$19.2M +$2.28M +6,586 +18%
GWMR
639
GC Wealth Management RIA
Massachusetts
$19.2M +$9.15M +26,379 +157%
MOS
640
MGO One Seven
Ohio
$19.1M +$2.85M +8,207 +24%
CA
641
Crewe Advisors
Utah
$18.6M -$839K -2,419 -5%
MPWT
642
MassMutual Private Wealth & Trust
Connecticut
$18.6M -$174K -503 -1%
MC
643
Moors & Cabot
Massachusetts
$18.6M +$1.14M +3,300 +9%
AFG
644
Atomi Financial Group
New York
$18.5M -$1.55M -4,467 -10%
ECM
645
Evergreen Capital Management
Washington
$18.5M +$2.62M +7,563 +22%
WANY
646
Wealthspire Advisors (New York)
New York
$18.5M +$443K +1,277 +3%
OCM
647
One Capital Management
California
$18.4M -$796K -2,295 -5%
NAAA
648
New Age Alpha Advisors
New York
$18.4M -$838K -2,417 -6%
BG
649
Bollard Group
Massachusetts
$18.1M +$421K +1,213 +3%
MGIA
650
Moneta Group Investment Advisors
Missouri
$18.1M -$7.65M -22,064 -35%