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Name Holding Trade Value Shares
Change
Change in
Stake
GI
876
GAMMA Investing
California
$325K +$14.3K +5 +5%
BPWM
877
Badgley Phelps Wealth Managers
Washington
$321K -$11.4K -4 -4%
CG
878
Cynosure Group
Utah
$321K +$292K +102 New
SAM
879
Smartleaf Asset Management
Massachusetts
$319K +$143K +50 +100%
SPC
880
Spirepoint Private Client
Florida
$318K +$289K +101 New
BCM
881
Bridgeway Capital Management
Texas
$315K -$2M -700 -88%
AWM
882
Absher Wealth Management
North Carolina
$315K
BAM
883
Belpointe Asset Management
Nevada
$315K
BMA
884
Brooks Moore & Associates
Tennessee
$315K
FCA
885
Fortis Capital Advisors
Kansas
$315K
FWMM
886
Foundation Wealth Management (Missouri)
Missouri
$315K
FMLI
887
Fukoku Mutual Life Insurance
Japan
$315K
LWP
888
LMG Wealth Partners
Louisiana
$315K
PSFG
889
Prairie Sky Financial Group
Illinois
$315K
SCA
890
Southern Capital Advisors
Tennessee
$315K
WAL
891
W Advisors LLC
Tennessee
$315K
PHAM
892
Palisades Hudson Asset Management
Florida
$315K
PAS
893
Professional Advisory Services
Florida
$315K
ETC
894
Exchange Traded Concepts
Oklahoma
$312K -$946K -331 -77%
SAM
895
Shell Asset Management
Netherlands
$311K -$892K -312 -75%
LSA
896
Leonteq Securities AG
Switzerland
$309K +$48.6K +17 +21%
SWM
897
Seed Wealth Management
Illinois
$307K
BJL
898
Brighton Jones LLC
Washington
$306K +$2.86K +1 +1%
CSPIA
899
Cary Street Partners Investment Advisory
Virginia
$306K
CCA
900
Childress Capital Advisors
Texas
$303K -$31.4K -11 -10%