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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
501
Vanguard Personalized Indexing Management
California
$4.62M +$438K +4,883 +11%
TVWM
502
Tower View Wealth Management
Wisconsin
$4.6M -$11K -123 -0.2%
N
503
Natixis
France
$4.6M -$7.49M -83,421 -63%
MAMU
504
Marathon Asset Management (UK)
United Kingdom
$4.57M -$306K -3,409 -7%
LSWM
505
Lorne Steinberg Wealth Management
Canada
$4.57M +$42.5K +474 +1%
IFO
506
Independent Family Office
New York
$4.56M -$162K -1,800 -4%
SS
507
Simplicity Solutions
Minnesota
$4.51M +$2.35M +26,199 +118%
OLA
508
Oliver Luxxe Assets
New Jersey
$4.45M +$4.3M +47,885 New
LCM
509
LRT Capital Management
Texas
$4.42M +$903K +10,060 +27%
QCG
510
Quadrant Capital Group
Ohio
$4.32M +$557K +6,203 +15%
BFG
511
Bleakley Financial Group
New Jersey
$4.29M -$523K -5,825 -11%
RPSA
512
Richard P. Slaughter Associates
Texas
$4.21M -$466K -5,194 -10%
GC
513
Guggenheim Capital
Illinois
$4.19M +$592K +6,599 +17%
BSG
514
Black Swift Group
Colorado
$4.19M +$2.69M +30,000 +200%
SP
515
Saranac Partners
$4.17M +$2.53M +28,157 +169%
AAS
516
Avantax Advisory Services
Texas
$4.15M +$152K +1,694 +4%
BAM
517
Belpointe Asset Management
Nevada
$4.1M +$1.43M +15,912 +56%
LT
518
Legacy Trust
Michigan
$4.08M +$49.9K +556 +1%
Prudential Financial
519
Prudential Financial
New Jersey
$4.07M -$148K -1,652 -3%
MAM
520
Maytree Asset Management
Hong Kong
$4.04M +$3.9M +43,400 New
EGA
521
Eagle Global Advisors
Texas
$4.03M +$125K +1,390 +3%
PF
522
Phoenix Financial
Israel
$4.02M +$520K +5,788 +16%
KBC Group
523
KBC Group
Belgium
$4M -$123K -1,369 -3%
ADBIC
524
A.D. Beadell Investment Counsel
Wisconsin
$3.97M +$55.7K +620 +1%
RC
525
Roundview Capital
New Jersey
$3.96M +$2.16M +24,065 +130%