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Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
801
Ferguson Wellman Capital Management
Oregon
$439K -$29.6K -58 -6%
CIC
802
Chilton Investment Company
Connecticut
$437K -$38.2K -75 -8%
CSP
803
Cary Street Partners
Virginia
$435K -$199K -390 -31%
RA
804
Riversedge Advisors
Delaware
$433K +$29.6K +58 +7%
QF
805
QVT Financial
New York
$432K +$449K +880 New
AWP
806
Abacus Wealth Partners
California
$430K -$293K -574 -40%
AIP
807
Avail Investment Partners
Pennsylvania
$430K +$64.3K +126 +17%
WS
808
Wedbush Securities
California
$427K +$444K +870 New
VEM
809
Vann Equity Management
Texas
$423K +$440K +863 New
NP
810
NorthRock Partners
Minnesota
$421K -$20.9K -41 -5%
AAM
811
Alphadyne Asset Management
New York
$419K +$436K +855 New
SGAM
812
Smith Group Asset Management
Texas
$416K +$432K +848 New
AWM
813
Ariadne Wealth Management
California
$414K -$355K -697 -45%
MWM
814
Mosley Wealth Management
California
$414K -$3.44M -6,743 -89%
EFS
815
Essex Financial Services
Connecticut
$414K -$54.6K -107 -11%
AIM
816
Aigen Investment Management
New York
$413K -$204K -401 -32%
CFP
817
Catalyst Financial Partners
Massachusetts
$412K +$27.5K +54 +7%
AA
818
Aire Advisors
California
$410K -$3.06K -6 -0.7%
SIS
819
Sound Income Strategies
Florida
$406K +$305K +599 +263%
GWP
820
Gateway Wealth Partners
Wisconsin
$405K -$161K -316 -28%
GAM
821
Generali Asset Management
Italy
$403K +$419K +821 New
LFA
822
Legacy Financial Advisors
Kentucky
$402K -$189K -370 -31%
SB
823
SIG Brokerage
New York
$402K +$418K +819 New
CWM
824
Cordatus Wealth Management
Pennsylvania
$396K +$1.53K +3 +0.4%
KFP
825
KMG Fiduciary Partners
Ohio
$396K