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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
301
Laird Norton Wetherby Wealth Management
California
$676K -$7.65K -272 -1%
PCM
302
Prelude Capital Management
New York
$674K -$46.1K -1,639 -7%
AAS
303
Avantax Advisory Services
Texas
$664K -$178K -6,330 -23%
FGI
304
Foresight Global Investors
New York
$659K +$591K +21,030 New
Janney Montgomery Scott
305
Janney Montgomery Scott
Pennsylvania
$652K +$152K +5,397 +35%
HCM
306
Hollencrest Capital Management
California
$648K
CWP
307
Capital Wealth Planning
Florida
$647K +$163K +5,785 +39%
Assenagon Asset Management
308
Assenagon Asset Management
Luxembourg
$642K -$32.6K -1,161 -5%
OC
309
Oppenheimer & Co
New York
$642K +$4.78K +170 +0.8%
AIM
310
Aigen Investment Management
New York
$641K +$268K +9,521 +87%
GAM
311
Gotham Asset Management
New York
$638K +$15.7K +557 +3%
Truist Financial
312
Truist Financial
North Carolina
$637K +$572K +20,339 New
GCM
313
Graham Capital Management
Connecticut
$627K -$5.58M -198,298 -91%
AWA
314
Aaron Wealth Advisors
Illinois
$627K -$562K -20,000 -50%
SM
315
Southport Management
Wyoming
$627K +$562K +20,000 New
JMPWA
316
JP Morgan Private Wealth Advisors
California
$614K -$65.5K -2,330 -11%
DCM
317
Difesa Capital Management
New York
$606K -$87.2K -3,100 -14%
MIM
318
Montgomery Investment Management
Maryland
$605K +$105K +3,750 +24%
Creative Planning
319
Creative Planning
Kansas
$600K +$197K +7,019 +58%
SC
320
Saltoro Capital
Texas
$595K +$534K +19,000 New
Mariner
321
Mariner
Kansas
$573K +$68.1K +2,422 +15%
Mercer Global Advisors
322
Mercer Global Advisors
Colorado
$572K -$614K -21,824 -54%
WA
323
Wealth Alliance
New York
$568K -$37.4K -1,329 -7%
CG
324
Carmignac Gestion
France
$564K -$197K -7,000 -28%
TCM
325
Tanaka Capital Management
New York
$559K