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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
451
Carr Financial Group
Massachusetts
$496K – – –
BFM
452
Boothbay Fund Management
New York
$491K +$497K +6,160 New
WWM
453
Western Wealth Management
Colorado
$484K -$6.53K -81 -1%
HKIMG
454
Hutchens & Kramer Investment Management Group
Indiana
$483K -$30.4K -377 -6%
QPW
455
Quantum Private Wealth
Florida
$482K +$42.7K +529 +10%
OC
456
Oppenheimer & Co
New York
$477K +$483K +5,989 New
NA
457
NewEdge Advisors
Louisiana
$474K +$427K +5,291 +800%
VFA
458
Values First Advisors
Tennessee
$462K -$234K -2,898 -33%
FPF
459
First Pacific Financial
Washington
$462K +$88.7K +1,100 +23%
BMCM
460
Burns Matteson Capital Management
New York
$456K +$67.5K +837 +17%
GIA
461
Gladstone Institutional Advisory
Florida
$456K +$462K +5,724 New
CA
462
Cullinan Associates
Kentucky
$454K +$460K +5,700 New
FAM
463
Fred Alger Management
New York
$453K – – –
MSE
464
MUFG Securities EMEA
United Kingdom
$451K -$6.85M -84,999 -94%
SFA
465
Sequoia Financial Advisors
Ohio
$449K -$64.9K -805 -13%
BWM
466
BlackDiamond Wealth Management
New York
$445K -$5K -62 -1%
KAS
467
Kestra Advisory Services
Texas
$443K +$5.48K +68 +1%
VSQM
468
V-Square Quantitative Management
Illinois
$443K – – –
PTC
469
Petrus Trust Company
Texas
$433K -$111K -1,377 -20%
EF
470
Empowered Funds
Pennsylvania
$425K +$193K +2,390 +81%
BL
471
Balentine LLC
Georgia
$422K +$428K +5,303 New
PCA
472
Pallas Capital Advisors
Massachusetts
$421K -$684K -8,482 -62%
WI
473
Wahed Invest
New York
$420K +$426K +5,279 New
BMCM
474
Bryn Mawr Capital Management
Pennsylvania
$420K -$564 -7 -0.1%
PAM
475
Panagora Asset Management
Massachusetts
$412K – – –