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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
501
Kaizen Financial Strategies
California
$287K +$250K +4,072 New
SRC
502
Sage Rhino Capital
California
$284K +$17.1K +279 +7%
NG
503
Norden Group
Utah
$282K +$16.7K +273 +7%
TWC
504
TD Waterhouse Canada
Ontario, Canada
$281K -$2.82K -46 -1%
CCG
505
Capital CS Group
California
$278K +$257K +4,187 New
BAM
506
Belpointe Asset Management
Nevada
$277K +$256K +4,174 New
FMI
507
Frec Markets Inc
California
$276K +$255K +4,160 New
DWM
508
Dakota Wealth Management
Florida
$275K +$255K +4,151 New
CW
509
CreativeOne Wealth
Kansas
$274K +$253K +4,127 New
QIM
510
Quantitative Investment Management
Virginia
$273K +$253K +4,128 New
CA
511
Clearstead Advisors
Ohio
$273K +$185K +3,021 +277%
PFG
512
Putney Financial Group
California
$272K +$252K +4,106 New
PWMAG
513
Pinnacle Wealth Management Advisory Group
New Jersey
$272K +$736 +12 +0.3%
WWC
514
Waypoint Wealth Counsel
Georgia
$270K -$4.29K -70 -2%
VA
515
VestGen Advisors
Illinois
$269K +$244K +3,985 New
WCP
516
Wick Capital Partners
Pennsylvania
$265K +$246K +4,002 New
JGC
517
J. Goldman & Co
New York
$265K +$245K +4,000 New
SI
518
Symmetry Investments
Jersey
$265K +$245K +4,000 New
RLH
519
RD Lewis Holdings
Florida
$264K
BAM
520
Blueshift Asset Management
New Jersey
$263K -$421K -6,862 -63%
VEA
521
Virtus ETF Advisers
New York
$259K
CAM
522
Cidel Asset Management
Ontario, Canada
$258K +$239K +3,892 New
BAAM
523
Baker Avenue Asset Management
California
$256K +$237K +3,858 New
PWPS
524
Pinnacle Wealth Planning Services
Ohio
$253K -$11.3K -185 -5%
Rafferty Asset Management
525
Rafferty Asset Management
New York
$242K -$43.2K -704 -16%