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Name Holding Trade Value Shares
Change
Change in
Stake
AGAM
2076
Audent Global Asset Management
California
$252K -$1.65M -4,591 -87%
WSC
2077
Wellington Shields & Co
New York
$252K -$222K -619 -46%
CAL
2078
Capital Advisors Ltd
Ohio
$251K +$359 +1 +0.1%
SP
2079
Symmetry Partners
Connecticut
$250K +$28K +78 +12%
CV
2080
Counterweight Ventures
North Carolina
$249K -$6.82K -19 -3%
DWS
2081
Dynamic Wealth Strategies
California
$249K +$93.6K +261 +59%
RCG
2082
Regatta Capital Group
California
$249K -$34.8K -97 -12%
FNBSF
2083
First National Bank Sioux Falls
South Dakota
$248K
VCP
2084
Vista Capital Partners
Oregon
$248K +$28.7K +80 +13%
APW
2085
Austin Private Wealth
Texas
$248K -$58.5K -163 -19%
MCP
2086
Mirador Capital Partners
California
$248K -$27.3K -76 -10%
WA
2087
WBH Advisory
Maryland
$247K -$1.44K -4 -0.6%
CPSC
2088
Carl P. Sherr & Co
Massachusetts
$247K
MF
2089
Montis Financial
Massachusetts
$247K
LCM
2090
LVM Capital Management
Michigan
$246K
AC
2091
Arjuna Capital
North Carolina
$246K +$15.8K +44 +7%
NFA
2092
Northern Financial Advisors
Michigan
$246K -$29.8K -83 -11%
LA
2093
Latitude Advisors
Florida
$244K -$71K -198 -22%
VT
2094
Volterra Technologies
New York
$244K +$248K +692 New
PJSIMP
2095
P.J. Schmidt Investment Management (PJS)
Wisconsin
$243K -$49.9K -139 -17%
HKIMG
2096
Hutchens & Kramer Investment Management Group
Indiana
$243K +$5.74K +16 +2%
GF
2097
Gries Financial
Ohio
$243K +$55.6K +155 +29%
FBT
2098
First Bank & Trust
South Dakota
$242K -$96.1K -268 -28%
TCBWMS
2099
Texas Capital Bank Wealth Management Services
Texas
$241K -$750K -2,091 -75%
W
2100
WealthCollab
Washington
$241K -$9.69K -27 -4%