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Name Holding Trade Value Shares
Change
Change in
Stake
S
701
SignatureFD
Georgia
$599K +$68.2K +1,561 +13%
MOS
702
MGO One Seven
Ohio
$595K +$52.5K +1,202 +10%
SHGA
703
Sand Hill Global Advisors
California
$592K -$15.7K -359 -3%
LWM
704
Laidlaw Wealth Management
New York
$592K +$59.7K +1,366 +12%
CM
705
Capula Management
Cayman Islands
$591K +$577K +13,200 New
BAM
706
Belpointe Asset Management
Nevada
$588K -$19.4K -444 -3%
KCM
707
Karp Capital Management
California
$587K
VWA
708
V Wealth Advisors
Kansas
$577K -$7.3K -167 -1%
BCM
709
Bienville Capital Management
New York
$577K
GVAG
710
Great Valley Advisor Group
Delaware
$577K +$187K +4,283 +50%
GCIA
711
Gabelli & Co Investment Advisers
New York
$560K
PFS
712
Prospera Financial Services
Texas
$556K +$109K +2,489 +25%
GSEP
713
Golden State Equity Partners
California
$554K +$254K +5,815 +89%
TC
714
Telemus Capital
Michigan
$554K +$337K +7,715 +166%
TMAM
715
Tokio Marine Asset Management
Japan
$550K -$97.8K -2,239 -15%
KFP
716
KB Financial Partners
New Jersey
$547K +$87.9K +2,011 +20%
BP
717
Ballentine Partners
Massachusetts
$545K -$175 -4 -0%
KFA
718
Kelleher Financial Advisors
New York
$542K +$260K +5,961 +97%
American Century Companies
719
American Century Companies
Missouri
$541K +$44.2K +1,011 +9%
SW
720
SkyOak Wealth
Michigan
$538K -$6.73K -154 -1%
CMANY
721
Capital Management Associates (New York)
New York
$536K +$245K +5,608 +88%
CCA
722
Column Capital Advisors
Indiana
$532K -$13.7K -313 -3%
KJWM
723
Kiley Juergens Wealth Management
Washington
$523K -$328K -7,517 -39%
IC
724
Iconiq Capital
California
$523K
B
725
Bailard
California
$520K -$1.81M -41,379 -78%