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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
326
Cresset Asset Management
Illinois
$767K -$1.71M -11,169 -68%
SS
327
Simplicity Solutions
Minnesota
$762K +$414K +2,708 +103%
VWA
328
V Wealth Advisors
Kansas
$761K -$296K -1,940 -27%
GC
329
Guggenheim Capital
Illinois
$751K -$111K -726 -12%
ICP
330
Interchange Capital Partners
Pennsylvania
$749K +$802K +5,245 New
KCM
331
KRS Capital Management
Michigan
$732K +$783K +5,125 New
PFO
332
Pathstone Family Office
New Jersey
$729K -$59.6K -390 -7%
TI
333
Tidal Investments
Wisconsin
$723K +$58.7K +384 +8%
BCV
334
Banque Cantonale Vaudoise
Switzerland
$721K +$770K +5,041 New
Vanguard Personalized Indexing Management
335
Vanguard Personalized Indexing Management
California
$718K +$302K +1,974 +65%
GF
336
Gabelli Funds
New York
$715K
PAM
337
Panagora Asset Management
Massachusetts
$706K -$179K -1,173 -19%
STA
338
Summit Trail Advisors
New York
$694K +$14.7K +96 +2%
MCC
339
Money Concepts Capital
Florida
$679K +$726K +4,750 New
AGM
340
Alpine Global Management
New York
$659K +$704K +4,606 New
KWM
341
Kingsview Wealth Management
Oregon
$658K +$37.7K +247 +6%
B
342
Bailard
California
$649K
CRWM
343
Castle Rock Wealth Management
California
$647K -$9.32K -61 -1%
PDN
344
Pensionfund DSM Netherlands
Netherlands
$643K
AIL
345
AGF Investments LLC
Ontario, Canada
$631K +$674K +4,411 New
BM
346
Brandywine Managers
Delaware
$627K -$168K -1,100 -20%
OC
347
Oppenheimer & Co
New York
$625K +$328K +2,147 +96%
KA
348
Kercheville Advisors
Texas
$617K +$659K +4,315 New
SI
349
Stephens Inc
Arkansas
$602K +$57.9K +379 +10%
GAM
350
Gotham Asset Management
New York
$602K +$235K +1,539 +58%