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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
501
Cohen Capital Management
California
$249K – – –
CSPIA
502
Cary Street Partners Investment Advisory
Virginia
$246K +$11.9K +169 +5%
BW
503
BXM Wealth
Colorado
$245K – – –
XWL
504
XXI Wealth LLC
Illinois
$245K +$238K +3,370 New
SP
505
SmartHarvest Portfolios
Washington
$244K +$237K +3,354 New
PHS
506
Pekin Hardy Strauss
Illinois
$241K -$4.45K -63 -2%
Central Trust Company
507
Central Trust Company
Missouri
$241K -$919 -13 -0.4%
Sapient Capital
508
Sapient Capital
Indiana
$240K -$23K -325 -9%
GWP
509
Gateway Wealth Partners
Wisconsin
$238K +$231K +3,266 New
Sanibel Captiva Trust Company
510
Sanibel Captiva Trust Company
Florida
$237K +$230K +3,254 New
Horizon Kinetics Asset Management
511
Horizon Kinetics Asset Management
New York
$235K +$228K +3,231 New
WC
512
Wexford Capital
Florida
$234K +$227K +3,213 New
KMWM
513
Keudell/Morrison Wealth Management
Oregon
$233K +$226K +3,200 New
FFS
514
Fortress Financial Solutions
Arizona
$230K +$223K +3,161 New
Klingman & Associates
515
Klingman & Associates
New York
$229K +$223K +3,149 New
Leonteq Securities AG
516
Leonteq Securities AG
Switzerland
$228K -$14.7K -208 -6%
SSC
517
Syverson Strege & Co
Iowa
$227K +$221K +3,124 New
JTWM
518
Jackson Thornton Wealth Management
Alabama
$226K +$208K +2,948 New
EMCIP
519
Ewing Morris & Co Investment Partners
Ontario, Canada
$225K +$218K +3,090 New
WAM
520
Walker Asset Management
Missouri
$224K +$218K +3,085 New
Calamos Advisors
521
Calamos Advisors
Illinois
$224K +$218K +3,078 New
Calamos Wealth Management
522
Calamos Wealth Management
Illinois
$224K +$218K +3,078 New
Focus Partners Advisor Solutions
523
Focus Partners Advisor Solutions
Missouri
$223K +$217K +3,069 New
LEA
524
Legacy Edge Advisors
New York
$222K +$216K +3,054 New
Mount Yale Investment Advisors
525
Mount Yale Investment Advisors
Colorado
$221K +$215K +3,045 New