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Name Holding Trade Value Shares
Change
Change in
Stake
BCA
576
Bray Capital Advisors
Florida
$706K
CCM
577
Coldstream Capital Management
Washington
$697K -$1.58K -30 -0.2%
PP
578
Paloma Partners
Connecticut
$695K +$645K +12,247 New
PWPS
579
Pinnacle Wealth Planning Services
Ohio
$694K -$97.8K -1,855 -13%
PR
580
Payden & Rygel
California
$693K
VOYA Investment Management
581
VOYA Investment Management
Georgia
$687K -$103K -1,951 -14%
BDWM
582
Brewin Dolphin Wealth Management
Ireland
$674K
MIP
583
Marietta Investment Partners
Wisconsin
$670K -$961K -18,240 -61%
BP
584
Ballentine Partners
Massachusetts
$668K -$39.4K -748 -6%
FCM
585
Fairbanks Capital Management
California
$659K +$6.43K +122 +1%
SIM
586
Sonora Investment Management
Arizona
$653K +$555K +10,526 +1,075%
PCG
587
Private Capital Group
Connecticut
$637K -$70.9K -1,345 -11%
TW
588
Transform Wealth
Colorado
$630K +$254K +4,815 +77%
SW
589
SVB Wealth
Massachusetts
$621K -$76.5K -1,452 -12%
SFA
590
Sequoia Financial Advisors
Ohio
$615K +$1.63K +31 +0.3%
IAA
591
Independent Advisor Alliance
North Carolina
$613K +$81.2K +1,541 +17%
IA
592
IFP Advisors
Florida
$612K -$11.8K -223 -2%
BAM
593
Belpointe Asset Management
Nevada
$612K +$255K +4,839 +81%
Lido Advisors
594
Lido Advisors
California
$608K -$497K -9,437 -47%
MIFH
595
Migdal Insurance & Financial Holdings
Israel
$608K +$150K +2,837 +36%
FC
596
FORA Capital
Florida
$608K +$564K +10,708 New
IIA
597
IPG Investment Advisors
California
$606K +$563K +10,680 New
AIM
598
Axiom Investment Management
New York
$601K +$3.11K +59 +0.6%
FIM
599
Frontier Investment Management
Texas
$591K +$549K +10,415 New
Group One Trading
600
Group One Trading
Illinois
$586K -$7.3M -138,587 -93%