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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
926
Belpointe Asset Management
Nevada
$1.02M +$4.16K +19 +0.5%
VWM
927
Venturi Wealth Management
Texas
$1.02M
PFO
928
Pathstone Family Office
New Jersey
$1.01M +$220K +1,006 +32%
OPPTF
929
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.01M +$337K +1,539 +53%
DAS
930
Dynamic Advisor Solutions
Arizona
$1.01M -$87.2K -398 -9%
HA
931
Harfst & Associates
Wyoming
$1.01M +$256K +1,168 +39%
MGP
932
Metis Global Partners
California
$1.01M +$905K +4,132 New
GIA
933
Guyasuta Investment Advisors
Pennsylvania
$1.01M -$11K -50 -1%
NFG
934
Nations Financial Group
Iowa
$1M -$474K -2,163 -34%
CAG
935
Csenge Advisory Group
Florida
$1M -$7.67K -35 -0.7%
SFO
936
Stokes Family Office
Louisiana
$1M +$27.6K +126 +3%
RCAMU
937
Rothschild & Co Asset Management US
Connecticut
$1M -$3.72K -17 -0.4%
LSA
938
Leonteq Securities AG
Switzerland
$998K +$455K +2,076 +103%
MPM
939
MBB Public Markets
Illinois
$987K +$886K +4,043 New
WAP
940
Wealthcare Advisory Partners
Pennsylvania
$986K +$43.1K +197 +5%
SRC
941
Sage Rhino Capital
California
$984K +$6.57K +30 +0.7%
PA
942
Perennial Advisors
New York
$981K -$38.3K -175 -4%
WF
943
WoodTrust Financial
Wisconsin
$979K +$87.6K +400 +11%
BSW
944
Buckingham Strategic Wealth
Missouri
$973K -$97.9K -447 -10%
VFA
945
Voya Financial Advisors
Connecticut
$969K -$71.2K -325 -8%
MFA
946
Mayflower Financial Advisors
Massachusetts
$968K +$219 +1 +0%
JCM
947
Jacobi Capital Management
Pennsylvania
$966K +$48.6K +222 +6%
CF
948
Copperwynd Financial
Arizona
$966K +$65.1K +297 +8%
SFA
949
Sequoia Financial Advisors
Ohio
$965K +$633K +2,892 +272%
PBC
950
Pavion Blue Capital
California
$962K