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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
251
Janiczek Wealth Management
Colorado
$396 +$496 +40 New
MHR
252
Matthew Hamilton Rosenberg
$198 – – –
AWM
253
Abound Wealth Management
Tennessee
$159 – – –
CA
254
Cetera Advisors
Colorado
– -$2.62M -188,536 Closed
HSA
255
Hussman Strategic Advisors
Maryland
– -$1.73M -124,000 Closed
Bank of Montreal
256
Bank of Montreal
Ontario, Canada
– -$1.2M -86,101 Closed
Squarepoint
257
Squarepoint
New York
– -$976K -70,100 Closed
PWS
258
Peloton Wealth Strategists
Indiana
– -$578K -41,550 Closed
Corient Private Wealth
259
Corient Private Wealth
Florida
– -$370K -26,614 Closed
LS
260
Livforsakringsbolaget Skandia
Sweden
– -$373K -26,500 Closed
PFO
261
Pathstone Family Office
New Jersey
– -$237K -17,034 Closed
VAS
262
Vestmark Advisory Solutions
Massachusetts
– -$193K -13,891 Closed
BAM
263
Belpointe Asset Management
Nevada
– -$180K -12,965 Closed
RPCONE
264
Retirement Planning Company of New England
Rhode Island
– -$177K -12,744 Closed
SIC
265
Salem Investment Counselors
North Carolina
– -$15.5K -1,099 Closed
GWSG
266
GPS Wealth Strategies Group
Colorado
– -$5.79K -416 Closed
AWM
267
AllSquare Wealth Management
New York
– -$5.16K -400 Closed
WSCM
268
Wellington Shields Capital Management
New York
– -$5.57K -400 Closed
RTL
269
Red Tortoise LLC
Georgia
– -$1.59K -114 Closed
CWA
270
Clearview Wealth Advisors
Oregon
– -$1.03K -74 Closed
FBC
271
Fairfield, Bush & Co
Connecticut
– -$433 -31 Closed
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
– -$149 -12 Closed
C
273
Covestor
United Kingdom
– -$50 -4 -33%