Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
526
Pinnacle Wealth Planning Services
Ohio
$253K -$11.3K -185 -5%
Rafferty Asset Management
527
Rafferty Asset Management
New York
$242K -$43.2K -704 -16%
JWCA
528
J.W. Cole Advisors
Florida
$242K +$224K +3,646 New
AWM
529
Accurate Wealth Management
Florida
$241K +$203K +3,305 New
GAMC
530
Garner Asset Management Corp
Texas
$240K -$18.4K -300 -8%
CL
531
Choreo LLC
Illinois
$240K -$82.6K -1,346 -27%
AWM
532
Ariadne Wealth Management
California
$234K -$6.69K -109 -3%
LC
533
Landaas & Company
Wisconsin
$232K +$215K +3,500 New
VCM
534
Virtue Capital Management
Tennessee
$231K +$225K +3,661 New
OR
535
Olympiad Research
Connecticut
$231K +$213K +3,477 New
VEM
536
Vann Equity Management
Texas
$231K +$213K +3,475 New
Allianz Asset Management
537
Allianz Asset Management
Germany
$230K +$213K +3,472 New
TW
538
Trajan Wealth
Arizona
$227K -$175K -2,852 -45%
RFO
539
RiverGlades Family Offices
Florida
$226K +$209K +3,400 New
KWA
540
Kingswood Wealth Advisors
California
$225K +$208K +3,388 New
TWP
541
Tower Wealth Partners
Pennsylvania
$224K +$207K +3,380 New
CG
542
Caprock Group
Idaho
$224K +$207K +3,370 New
CFP
543
Catalyst Financial Partners
Massachusetts
$223K +$207K +3,367 New
WPW
544
Watershed Private Wealth
Illinois
$223K +$206K +3,360 New
MHR
545
Matthew Hamilton Rosenberg
$220K – – –
NWM
546
Northwest Wealth Management
Iowa
$218K +$201K +3,281 New
OL
547
Optas LLC
Texas
$217K +$201K +3,276 New
FWI
548
Facet Wealth Inc
Maryland
$216K +$200K +3,253 New
First Manhattan
549
First Manhattan
New York
$216K +$199K +3,250 New
UFF
550
USA Financial Formulas
Michigan
$214K +$198K +3,233 New