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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
501
Donaldson Capital Management
Indiana
$821K -$2.32M -15,484 -75%
MGP
502
Metis Global Partners
California
$821K +$188K +1,252 +32%
SWA
503
Stratos Wealth Advisors
Ohio
$814K -$12.3K -82 -2%
GIA
504
GHP Investment Advisors
Colorado
$813K +$450 +3 +0.1%
MSFP
505
Mark Sheptoff Financial Planning
Connecticut
$807K – – –
OHIS
506
Oak Harvest Investment Services
Texas
$806K +$763K +5,091 New
TF
507
Tompkins Financial
New York
$804K – – –
VCM
508
Viewpoint Capital Management
Washington
$798K -$44.8K -299 -6%
BAM
509
Belpointe Asset Management
Nevada
$798K +$72.4K +483 +11%
AWA
510
Arete Wealth Advisors
Illinois
$795K -$33.7K -225 -4%
UM
511
Ulysses Management
New York
$791K +$750K +5,000 New
TRCT
512
Tower Research Capital (TRC)
New York
$791K -$141K -938 -16%
CCG
513
Ceeto Capital Group
Florida
$791K – – –
VCA
514
Verdence Capital Advisors
Maryland
$787K -$248K -1,656 -25%
ECM
515
Exchange Capital Management
Michigan
$783K +$139K +925 +23%
EFSCE
516
Enterprise Financial Services Corp (EFSC)
Missouri
$777K +$150 +1 +0%
HW
517
Hancock Whitney
Mississippi
$774K +$285K +1,900 +63%
KIG
518
Kennedy Investment Group
New Jersey
$773K -$350K -2,336 -32%
MMPW
519
Mitchell McLeod Pugh & Williams
Alabama
$763K -$44.4K -296 -6%
TA
520
Townsend & Associates
Colorado
$763K +$254K +1,696 +58%
GAM
521
Gotham Asset Management
New York
$758K +$233K +1,553 +48%
MP
522
McDonald Partners
Ohio
$745K -$90.1K -601 -11%
Verition Fund Management
523
Verition Fund Management
Connecticut
$743K +$293K +1,951 +71%
RPCONE
524
Retirement Planning Company of New England
Rhode Island
$743K -$1.05K -7 -0.1%
BC
525
Burney Company
Virginia
$742K -$9.75K -65 -1%