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Name Holding Trade Value Shares
Change
Change in
Stake
TPA
1501
Trivium Point Advisory
Connecticut
$500K -$13K -57 -2%
PWA
1502
Providence Wealth Advisors
Illinois
$500K – – –
Accredited Investors
1503
Accredited Investors
Minnesota
$499K +$243K +1,067 +74%
CA
1504
Calton & Associates
Florida
$498K -$76.5K -336 -12%
BI
1505
Bramshill Investments
Florida
$498K -$797K -3,500 -58%
EWM
1506
Elite Wealth Management
Washington
$498K -$26K -114 -4%
Aristotle Atlantic Partners
1507
Aristotle Atlantic Partners
Florida
$498K +$569K +2,500 New
SRSA
1508
S.R. Schill & Associates
Washington
$498K +$8.88K +39 +2%
AOWM
1509
Asset One Wealth Management
Washington
$497K -$1.37K -6 -0.3%
UPS
1510
UHLMANN PRICE SECURITIES
Illinois
$496K +$30.3K +133 +6%
KSB
1511
Kennebec Savings Bank
Maine
$496K – – –
SG
1512
StoneX Group
New York
$495K -$676K -2,969 -54%
BFS
1513
BridgePort Financial Solutions
Iowa
$494K +$6.38K +28 +1%
SMH
1514
Sanders Morris Harris
Texas
$493K +$564K +2,475 New
Waldron Private Wealth
1515
Waldron Private Wealth
Pennsylvania
$491K +$17.1K +75 +3%
FAM
1516
Formidable Asset Management
Ohio
$491K -$22.8K -100 -4%
CFMC
1517
Curbstone Financial Management Corp
New Hampshire
$491K +$4.55K +20 +0.8%
AC
1518
Addison Capital
Pennsylvania
$490K – – –
FC
1519
Farringdon Capital
United Kingdom
$489K +$560K +2,457 New
CCM
1520
Chaney Capital Management
Washington
$488K -$13.2K -58 -2%
VIP
1521
Vantage Investment Partners
Missouri
$487K +$557K +2,448 New
TLP
1522
Trinity Legacy Partners
Texas
$487K +$496K +2,176 New
MB
1523
MidFirst Bank
Oklahoma
$486K – – –
B
1524
Bensler
Washington
$485K +$16.4K +72 +3%
DP
1525
Denver PWM
Colorado
$485K +$44.9K +197 +11%