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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
526
Aspen Investment Management
Michigan
$363K -$94.3K -519 -17%
V
527
Veritable
Delaware
$362K +$24.3K +134 +5%
KWM
528
Kingsview Wealth Management
Oregon
$354K +$68.9K +379 +18%
CFM
529
Comprehensive Financial Management
California
$349K +$454K +2,500 New
AWA
530
Alta Wealth Advisors
Massachusetts
$347K -$92.3K -508 -17%
PA
531
Parallel Advisors
California
$344K -$40.9K -225 -8%
RCM
532
RB Capital Management
Nevada
$343K -$55.4K -305 -11%
Carson Wealth (CWM LLC)
533
Carson Wealth (CWM LLC)
Nebraska
$340K -$159K -875 -26%
KIA
534
KCM Investment Advisors
California
$339K
Bessemer Group
535
Bessemer Group
New Jersey
$339K +$76.1K +419 +21%
MYAM
536
Meiji Yasuda Asset Management
Japan
$338K +$54.5K +300 +14%
AC
537
Apogem Capital
New York
$334K -$73K -402 -14%
Balyasny Asset Management
538
Balyasny Asset Management
Illinois
$330K -$91M -501,038 -100%
BA
539
Bristlecone Advisors
Washington
$330K +$430K +2,365 New
FIM
540
Fernwood Investment Management
Massachusetts
$329K -$13.6K -75 -3%
FT
541
Fiduciary Trust
Massachusetts
$320K -$22.7K -125 -5%
FRM
542
Fox Run Management
Connecticut
$317K +$412K +2,269 New
BAM
543
Belpointe Asset Management
Nevada
$314K -$89.4K -492 -18%
LOAMS
544
Lombard Odier Asset Management (Switzerland)
Switzerland
$309K +$402K +2,214 New
SCA
545
Snowden Capital Advisors
New York
$306K +$15.1K +83 +4%
FCM
546
Fairbanks Capital Management
California
$303K -$7.99K -44 -2%
EAM
547
Evanson Asset Management
California
$299K +$10.9K +60 +3%
CI
548
Cigna Investments
Connecticut
$295K +$14.2K +78 +4%
MCC
549
Malaga Cove Capital
California
$295K +$384K +2,113 New
BP
550
BBR Partners
New York
$289K +$376K +2,068 New