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Name Holding Trade Value Shares
Change
Change in
Stake
NAM
601
NorthCoast Asset Management
Connecticut
$2.13M +$1.04M +8,857 +100%
QCG
602
Quadrant Capital Group
Ohio
$2.09M +$295K +2,516 +17%
BAM
603
Belpointe Asset Management
Nevada
$2.09M +$107K +916 +6%
MCC
604
Malaga Cove Capital
California
$2.08M -$11.1K -95 -0.5%
COI
605
Connable Office Inc
Michigan
$2.08M -$490K -4,178 -19%
JIC
606
Johnson Investment Counsel
Ohio
$2.07M -$173K -1,480 -8%
LA
607
LVW Advisors
New York
$2.07M +$40.5K +346 +2%
IAA
608
Independent Advisor Alliance
North Carolina
$2.07M +$247K +2,109 +14%
RCAG
609
Rehmann Capital Advisory Group
Michigan
$2.05M -$1.41K -12 -0.1%
JSL
610
JT Stratford LLC
Georgia
$2.04M +$95.1K +812 +5%
VWM
611
Venturi Wealth Management
Texas
$2.04M +$34K +290 +2%
QC
612
Quaero Capital
Switzerland
$2.02M
TPCW
613
TD Private Client Wealth
New York
$2.02M +$37.1K +317 +2%
HNB
614
Huntington National Bank
Ohio
$2.01M +$1.01M +8,600 +106%
BTWM
615
Baker Tilly Wealth Management
Wisconsin
$2M +$103K +875 +6%
TCM
616
Tekne Capital Management
New York
$1.99M +$1.94M +16,535 New
NIM
617
Needham Investment Management
New York
$1.98M
SG
618
Stonnington Group
California
$1.98M +$352K +3,000 +22%
BL
619
Balentine LLC
Georgia
$1.96M +$516K +4,406 +37%
PCS
620
Personal CFO Solutions
New Jersey
$1.95M -$689K -5,881 -27%
SS
621
Simplicity Solutions
Minnesota
$1.92M +$96.7K +825 +5%
PA
622
Pinnacle Associates
New York
$1.89M +$71.1K +607 +4%
CAM
623
Carret Asset Management
New York
$1.86M +$1.82M +15,510 New
LHC
624
Little House Capital
Massachusetts
$1.86M +$1.81M +15,490 New
SW
625
SteelPeak Wealth
California
$1.85M +$1.25M +10,690 +225%