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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
376
Belpointe Asset Management
Nevada
$149K +$30.1K +2,499 +23%
SIS
377
Sound Income Strategies
Florida
$148K +$79.6K +6,617 +100%
CIM
378
Confluence Investment Management
Missouri
$146K -$2.43K -202 -2%
JFL
379
Jarislowsky, Fraser Ltd
Quebec, Canada
$146K +$158K +13,100 New
FFN
380
Focus Financial Network
Minnesota
$145K +$156K +12,970 New
LWM
381
Laidlaw Wealth Management
New York
$144K -$6.9K -574 -4%
Envestnet Portfolio Solutions
382
Envestnet Portfolio Solutions
Illinois
$142K -$109K -9,054 -42%
BP
383
Ballentine Partners
Massachusetts
$141K -$124K -10,314 -45%
SF
384
Summit Financial
New Jersey
$140K +$19.5K +1,624 +15%
GIA
385
Gateway Investment Advisers
Ohio
$139K -$1.89M -156,888 -93%
BC
386
Bridgefront Capital
Texas
$139K +$2.58K +215 +2%
CAM
387
Cresset Asset Management
Illinois
$133K -$281K -23,379 -66%
PAS
388
Park Avenue Securities
New York
$132K -$571K -47,510 -80%
Carson Wealth (CWM LLC)
389
Carson Wealth (CWM LLC)
Nebraska
$128K -$64K -5,326 -32%
CSPIA
390
Cary Street Partners Investment Advisory
Virginia
$126K +$3.45K +287 +3%
FIM
391
Freedom Investment Management
Connecticut
$125K -$45K -3,743 -25%
SEIA
392
Signature Estate & Investment Advisors
California
$125K +$135K +11,187 New
BAAM
393
Baker Avenue Asset Management
California
$124K
VF
394
Vawter Financial
Ohio
$124K +$134K +11,120 New
KV
395
Kickstand Ventures
New York
$124K +$133K +11,095 New
VF
396
Virtu Financial
New York
$123K -$1.23M -102,049 -90%
SBIA
397
Sheaff Brock Investment Advisors
Indiana
$116K -$14.4K -1,200 -10%
KFS
398
Keynote Financial Services
Connecticut
$115K +$325 +27 +0.3%
NW
399
NewEdge Wealth
Pennsylvania
$115K +$124K +10,313 New
TRCT
400
Tower Research Capital (TRC)
New York
$115K -$621K -51,638 -83%