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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
526
Schwartz Investment Counsel
Michigan
$537K -$24.8K -100 -4%
AWM
527
Avior Wealth Management
Nebraska
$528K – – –
Bessemer Group
528
Bessemer Group
New Jersey
$527K -$97.9M -395,498 -99%
MYAM
529
Meiji Yasuda Asset Management
Japan
$527K +$7.68K +31 +1%
PCM
530
Prelude Capital Management
New York
$526K -$509K -2,055 -49%
CWM
531
Circle Wealth Management
New Jersey
$523K – – –
IFG
532
Independent Financial Group
California
$523K -$19.8K -80 -4%
SCA
533
Snowden Capital Advisors
New York
$519K +$79.5K +321 +18%
C
534
Certuity
Florida
$518K +$114K +461 +29%
EAM
535
Evanson Asset Management
California
$513K -$248 -1 -0%
PGFC
536
Peapack-Gladstone Financial Corp
New Jersey
$510K – – –
FAM
537
Fred Alger Management
New York
$503K +$25.8K +104 +5%
Vanguard Personalized Indexing Management
538
Vanguard Personalized Indexing Management
California
$502K -$223K -900 -31%
HIA
539
Harbor Investment Advisory
Maryland
$502K +$23.5K +95 +5%
TC
540
Tairen Capital
Hong Kong
$500K – – –
TMAM
541
Tokio Marine Asset Management
Japan
$486K +$72.1K +291 +18%
KA
542
Kovack Advisors
Florida
$484K +$248 +1 +0.1%
CAAS
543
Capital Asset Advisory Services
Michigan
$480K -$130K -527 -22%
GWMIA
544
Global Wealth Management Investment Advisory
Florida
$480K +$66.1K +267 +16%
1CP
545
17 Capital Partners
Arizona
$479K -$348K -1,405 -42%
AFAS
546
Acorn Financial Advisory Services
Virginia
$468K -$3.47K -14 -0.7%
BAM
547
Belpointe Asset Management
Nevada
$467K -$24.8K -100 -5%
AP
548
Adero Partners
California
$466K – – –
WANY
549
Wealthspire Advisors (New York)
New York
$464K +$460K +1,856 New
SCA
550
Spearhead Capital Advisors
Florida
$463K -$1.73K -7 -0.4%