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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
226
Belpointe Asset Management
Nevada
$932K -$110K -2,998 -11%
CCP
227
Corient Capital Partners
California
$902K +$70.3K +1,923 +8%
ProShare Advisors
228
ProShare Advisors
Maryland
$889K -$87.5K -2,391 -9%
M&T Bank
229
M&T Bank
New York
$889K +$2.45K +67 +0.3%
Cambridge Investment Research Advisors
230
Cambridge Investment Research Advisors
Iowa
$883K +$193K +5,280 +30%
X
231
Xponance
Pennsylvania
$875K -$50.5K -1,381 -6%
LP
232
LMR Partners
United Kingdom
$869K +$453K +12,393 +124%
LAI
233
Legal Advantage Investments
California
$868K +$73 +2 +0%
S
234
SignatureFD
Georgia
$864K +$15.4K +420 +2%
BCM
235
Brookstone Capital Management
Illinois
$846K -$2.03M -55,373 -73%
DA
236
DCM Advisors
New York
$815K +$311K +8,500 +68%
XF
237
XML Financial
Maryland
$782K
VI
238
Vestcor Inc
New Brunswick, Canada
$778K +$633K +17,294 +628%
PHK
239
Point72 Hong Kong
Hong Kong
$774K +$730K +19,948 New
NA
240
NewEdge Advisors
Louisiana
$771K +$460K +12,590 +173%
VVP
241
Venture Visionary Partners
Ohio
$760K +$291K +7,947 +68%
MCM
242
MAI Capital Management
Ohio
$756K +$713K +19,492 New
PAG
243
Private Advisory Group
Washington
$734K -$95.8K -2,620 -12%
PRS
244
Pinkerton Retirement Specialists
Idaho
$725K +$684K +18,688 New
Voloridge Investment Management
245
Voloridge Investment Management
Florida
$716K -$4.72M -129,076 -87%
Mercer Global Advisors
246
Mercer Global Advisors
Colorado
$715K -$11.2K -307 -2%
UCFA
247
United Capital Financial Advisors
Texas
$706K -$25.8K -705 -4%
USAA
248
United Services Automobile Association
Texas
$701K -$139K -3,811 -17%
JMPWA
249
JP Morgan Private Wealth Advisors
California
$697K -$18.3K -501 -3%
ACA
250
Atlas Capital Advisors
Wyoming
$695K +$366 +10 +0.1%