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Name Holding Trade Value Shares
Change
Change in
Stake
V
651
Veritable
Delaware
$224K +$202K +6,132 New
GIA
652
Gladstone Institutional Advisory
Florida
$224K +$203K +6,138 New
DP
653
Dearborn Partners
Illinois
$222K +$201K +6,080 New
TGAM
654
TBH Global Asset Management
Tennessee
$222K +$201K +6,085 New
JI
655
Jeereddi Investments
California
$219K +$198K +6,000 New
AAS
656
Avantax Advisory Services
Texas
$217K +$194K +5,876 New
CAM
657
Cresset Asset Management
Illinois
$216K -$18.5K -560 -9%
Federated Hermes
658
Federated Hermes
Pennsylvania
$215K -$2.01M -60,980 -91%
SW
659
SteelPeak Wealth
California
$213K +$192K +5,830 New
TMAM
660
Tokio Marine Asset Management
Japan
$213K +$193K +5,846 New
EP
661
EPIQ Partners
Minnesota
$211K +$198K +6,000 New
FA
662
Forefront Analytics
Pennsylvania
$210K +$190K +5,756 New
PIA
663
Perennial Investment Advisors
California
$210K +$191K +5,786 New
CA
664
Clearstead Advisors
Ohio
$208K -$6.6K -200 -3%
TP
665
Tranquility Partners
Tennessee
$206K +$186K +5,640 New
IWP
666
Icon Wealth Partners
Texas
$205K +$186K +5,629 New
SQA
667
Simon Quick Advisors
New Jersey
$197K +$47.9K +1,450 +37%
CCM
668
Chiron Capital Management
Florida
$197K +$178K +5,400 New
BCM
669
Blume Capital Management
California
$193K +$16.5K +500 +10%
OIA
670
OneDigital Investment Advisors
Kansas
$189K +$171K +5,175 New
APA
671
American Portfolios Advisors
New York
$186K +$5.88K +178 +4%
CCA
672
Column Capital Advisors
Indiana
$171K -$2.34K -71 -1%
IA
673
IFP Advisors
Florida
$164K +$15.2K +461 +11%
BAM
674
Belpointe Asset Management
Nevada
$157K -$24.4K -738 -15%
JSAM
675
J. Safra Asset Management
New York
$153K