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Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
501
Capital Asset Advisory Services
Michigan
$584K +$139K +578 +31%
CGL
502
Clarius Group LLC
Washington
$580K
AT
503
Arden Trust
Delaware
$569K -$72.6K -302 -11%
TI
504
Tidal Investments
Wisconsin
$556K +$81K +337 +17%
HCM
505
Hollencrest Capital Management
California
$549K
Lazard Asset Management
506
Lazard Asset Management
New York
$542K +$209K +869 +62%
SIC
507
Schwartz Investment Counsel
Michigan
$537K
FIM
508
Fernwood Investment Management
Massachusetts
$534K +$89K +370 +20%
NB
509
Norinchukin Bank
Japan
$519K +$99.3K +413 +23%
IFG
510
Independent Financial Group
California
$518K
GCP
511
GSA Capital Partners
United Kingdom
$514K +$110K +457 +27%
AWM
512
Avior Wealth Management
Nebraska
$505K -$80.1K -333 -14%
FCH
513
Freestone Capital Holdings
Washington
$500K +$56.5K +235 +13%
CWM
514
Circle Wealth Management
New Jersey
$499K +$187K +777 +59%
EAM
515
Evanson Asset Management
California
$498K
MYAM
516
Meiji Yasuda Asset Management
Japan
$496K
HI
517
Horizon Investments
North Carolina
$490K +$250K +1,041 +103%
CWM
518
CIBC World Markets
New York
$489K -$1.16M -4,839 -70%
PGFC
519
Peapack-Gladstone Financial Corp
New Jersey
$487K
BPC
520
Banque Pictet & Cie
Switzerland
$487K +$50K +208 +11%
CWM
521
Calamos Wealth Management
Illinois
$485K -$1.2K -5 -0.2%
TC
522
Tairen Capital
Hong Kong
$477K -$19.6M -81,386 -98%
BAM
523
Belpointe Asset Management
Nevada
$471K +$474K +1,972 New
EGM
524
Engineers Gate Manager
New York
$469K -$1.11M -4,607 -70%
KA
525
Kovack Advisors
Florida
$462K -$123K -512 -21%