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Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
651
Los Angeles Capital Management
California
$103K
HFM
652
Harvest Fund Management
China
$95K +$104K +1,100 New
QC
653
Quent Capital
New York
$94.9K +$79.6K +842 +326%
BTI
654
Blue Trust Inc
Georgia
$90.6K +$18K +190 +22%
HCM
655
Hollencrest Capital Management
California
$86.3K +$94.5K +1,000 New
HWM
656
HighMark Wealth Management
Minnesota
$83.9K
Bank Julius Baer & Co
657
Bank Julius Baer & Co
Switzerland
$81.4K -$7.56K -80 -8%
SIC
658
SJS Investment Consulting
Ohio
$81.3K -$8.04K -85 -8%
FRA
659
Front Row Advisors
California
$79.7K
APFP
660
Action Point Financial Planning
Michigan
$79.4K +$87.5K +926 New
CFB
661
Cullen/Frost Bankers
Texas
$74.6K +$5.96K +63 +8%
IA
662
IFG Advisory
Georgia
$69.1K +$75.7K +801 New
PTC
663
Private Trust Company
Ohio
$62.9K -$19.4K -205 -22%
SOW
664
State of Wyoming
Wyoming
$61.9K -$779K -8,238 -92%
HPC
665
HM Payson & Co
Maine
$59.9K
TCM
666
Triumph Capital Management
Colorado
$52.6K
BWM
667
Bullock Wealth Management
Indiana
$48K +$50.4K +533 New
SIS
668
Strategic Investment Solutions
Illinois
$43.2K +$37.8K +400 +400%
RFG
669
REAP Financial Group
Texas
$40K +$284 +3 +0.7%
DMBA
670
Deseret Mutual Benefit Administrators
Utah
$38.3K
VSQM
671
V-Square Quantitative Management
Illinois
$38K -$6.14K -65 -13%
MPWT
672
MassMutual Private Wealth & Trust
Connecticut
$37.2K +$6.62K +70 +19%
FFO
673
Fortitude Family Office
Arizona
$36.2K +$26.8K +284 +210%
CLOS
674
Compagnie Lombard Odier SCmA
Switzerland
$34.5K
W
675
WealthCollab
Washington
$34K