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Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
576
Clear Harbor Asset Management
Connecticut
$4.3M +$13.4K +75 +0.3%
NIM
577
NEOS Investment Management
Connecticut
$4.3M +$1.11M +6,219 +31%
SW
578
SlateStone Wealth
Florida
$4.27M +$149K +834 +3%
BZWA
579
Blue Zone Wealth Advisors
California
$4.24M +$160K +895 +4%
TAMH
580
Taikang Asset Management (HK)
Hong Kong
$4.23M -$4.64M -25,940 -50%
IWA
581
Icon Wealth Advisors
Texas
$4.21M +$936K +5,234 +25%
WAS
582
Wealth Advisory Solutions
Indiana
$4.2M -$697K -3,900 -13%
AAS
583
Avantax Advisory Services
Texas
$4.19M -$256K -1,429 -5%
SIC
584
SFE Investment Counsel
California
$4.16M -$341K -1,905 -7%
CAM
585
Cresset Asset Management
Illinois
$4.15M -$8.32M -46,521 -65%
GSCM
586
Greenfield Seitz Capital Management
Texas
$4.14M +$7.33K +41 +0.2%
DWM
587
Diversify Wealth Management
Utah
$4.12M +$1.9M +10,630 +73%
FMC
588
First Merchants Corp
Indiana
$4.12M +$4.09M +22,865 +946%
AF
589
Alerus Financial
North Dakota
$4.08M -$1.93M -10,776 -30%
1832 Asset Management
590
1832 Asset Management
Ontario, Canada
$4.08M +$670K +3,745 +18%
PWM
591
Perigon Wealth Management
California
$4.07M -$138K -773 -3%
NAM
592
NorthCrest Asset Manangement
Minnesota
$4.06M +$303K +1,696 +7%
NERM
593
New England Research & Management
Illinois
$4.06M +$317K +1,775 +8%
AC
594
Addison Capital
Pennsylvania
$4.06M -$16.8K -94 -0.4%
NAAA
595
New Age Alpha Advisors
New York
$4.05M +$4.44M +24,838 New
CRB
596
Chad R. Baker
$4.04M
AWCI
597
Alpine Woods Capital Investors
New York
$4.04M -$66K -369 -1%
CTC
598
Central Trust Company
Missouri
$4.04M +$156K +872 +4%
ET
599
Equitable Trust
Tennessee
$4.03M -$87.3K -488 -2%
DADC
600
D.A. Davidson & Co
Montana
$4.02M -$232K -1,299 -5%