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Name Holding Trade Value Shares
Change
Change in
Stake
PPH
1351
Pure Portfolios Holdings
Oregon
$673K -$13.6K -66 -2%
Pallas Capital Advisors
1352
Pallas Capital Advisors
Massachusetts
$673K -$148K -721 -19%
SWM
1353
SeaCrest Wealth Management
New York
$672K +$162K +788 +37%
Baker Avenue Asset Management
1354
Baker Avenue Asset Management
California
$671K -$1.83M -8,876 -74%
IVP
1355
Intrinsic Value Partners
Arizona
$670K – – –
WMA
1356
Wealth Management Associates
New Jersey
$669K +$48.3K +235 +8%
CWA
1357
Consilium Wealth Advisory
Texas
$669K +$30.6K +149 +5%
QCM
1358
Qsemble Capital Management
New York
$669K +$634K +3,082 New
TCOV
1359
Trust Company of Vermont
Vermont
$669K +$94.4K +459 +18%
GFG
1360
Greenberg Financial Group
Arizona
$668K +$633K +3,078 New
EIP
1361
Ellis Investment Partners
Pennsylvania
$664K +$617 +3 +0.1%
RA
1362
Ransom Advisory
Rhode Island
$662K +$10.3K +50 +2%
Koshinski Asset Management
1363
Koshinski Asset Management
Illinois
$660K +$5.35K +26 +0.9%
AWS
1364
Aspen Wealth Strategies
Colorado
$658K +$1.23K +6 +0.2%
SP
1365
Stonebrook Private
Michigan
$658K +$3.5K +17 +0.6%
RPCA
1366
Running Point Capital Advisors
California
$656K +$6.99K +34 +1%
ACM
1367
Allred Capital Management
Texas
$654K -$206 -1 -0%
EB
1368
Exchange Bank
California
$653K +$4.11K +20 +0.7%
AO
1369
Advisor OS
Illinois
$650K +$14.8K +72 +2%
BBP
1370
Banco BTG Pactual
Brazil
$650K +$182K +883 +42%
TWM
1371
Triton Wealth Management
Arizona
$644K +$22.4K +109 +4%
RA
1372
Rise Advisors
New York
$644K -$13.4K -65 -2%
WCM
1373
Washburn Capital Management
Florida
$642K -$54.7K -266 -8%
BSI
1374
Bennett Selby Investments
Maine
$641K +$607K +2,952 New
ALC
1375
Alexander Labrunerie & Co
Missouri
$638K – – –