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Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
526
Bruce G. Allen Investments
Colorado
$7.08K – – –
Clearstead Advisors
527
Clearstead Advisors
Ohio
$7.08K +$7.1K +74 New
OC
528
Oarsman Capital
Wisconsin
$6.89K +$6.91K +72 New
FIM
529
FWL Investment Management
Texas
$6.79K +$6.81K +71 New
KWAG
530
Kiely Wealth Advisory Group
North Carolina
$6.49K – – –
RIL
531
Rothschild Investment LLC
Illinois
$6.22K +$576 +6 +10%
VWM
532
Venturi Wealth Management
Texas
$5.93K +$2.69K +28 +82%
RCM
533
Richardson Capital Management
Wisconsin
$4.79K – – –
CA
534
Continuum Advisory
Idaho
$4.79K +$767 +8 +19%
PWA
535
Physician Wealth Advisors
Utah
$4.79K +$4.8K +50 New
Ancora Advisors
536
Ancora Advisors
Ohio
$4.59K – – –
CPG
537
Cornerstone Planning Group
New Jersey
$4.5K +$671 +7 +18%
SBI Securities
538
SBI Securities
Japan
$4.4K +$4.41K +46 New
AA
539
Addison Advisors
Vermont
$3.83K – – –
MAS
540
MPWM Advisory Solutions
Georgia
$3.25K +$3.26K +34 New
GW&K Investment Management
541
GW&K Investment Management
Massachusetts
$3K – – –
CAS
542
Coppell Advisory Solutions
Texas
$2.96K – – –
APW
543
Aventura Private Wealth
Florida
$2.68K +$2.69K +28 New
Spire Wealth Management
544
Spire Wealth Management
Virginia
$2.39K – – –
T
545
Transce3nd
Texas
$2.3K +$2.3K +24 New
NFSG
546
Newbridge Financial Services Group
Florida
$2.2K +$2.21K +23 New
CYG
547
Clean Yield Group
Vermont
$1.91K – – –
Central Trust Company
548
Central Trust Company
Missouri
$1.82K – – –
Kayne Anderson Rudnick Investment Management
549
Kayne Anderson Rudnick Investment Management
California
$1.63K – – –
VCM
550
Versant Capital Management
Arizona
$1.63K +$1.63K +17 New