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Name Holding Trade Value Shares
Change
Change in
Stake
MGP
501
Metis Global Partners
California
$821K +$188K +1,252 +32%
SWA
502
Stratos Wealth Advisors
Ohio
$814K -$12.3K -82 -2%
GIA
503
GHP Investment Advisors
Colorado
$813K +$450 +3 +0.1%
MSFP
504
Mark Sheptoff Financial Planning
Connecticut
$807K
OHIS
505
Oak Harvest Investment Services
Texas
$806K +$763K +5,091 New
TF
506
Tompkins Financial
New York
$804K
VCM
507
Viewpoint Capital Management
Washington
$798K -$44.8K -299 -6%
BAM
508
Belpointe Asset Management
Nevada
$798K +$72.4K +483 +11%
AWA
509
Arete Wealth Advisors
Illinois
$795K -$33.7K -225 -4%
UM
510
Ulysses Management
New York
$791K +$750K +5,000 New
TRCT
511
Tower Research Capital (TRC)
New York
$791K -$141K -938 -16%
CCG
512
Ceeto Capital Group
Florida
$791K
VCA
513
Verdence Capital Advisors
Maryland
$787K -$248K -1,656 -25%
ECM
514
Exchange Capital Management
Michigan
$783K +$139K +925 +23%
EFSCE
515
Enterprise Financial Services Corp (EFSC)
Missouri
$777K +$150 +1 +0%
HW
516
Hancock Whitney
Mississippi
$774K +$285K +1,900 +63%
KIG
517
Kennedy Investment Group
New Jersey
$773K -$350K -2,336 -32%
MMPW
518
Mitchell McLeod Pugh & Williams
Alabama
$763K -$44.4K -296 -6%
TA
519
Townsend & Associates
Colorado
$763K +$254K +1,696 +58%
GAM
520
Gotham Asset Management
New York
$758K +$233K +1,553 +48%
MP
521
McDonald Partners
Ohio
$745K -$90.1K -601 -11%
Verition Fund Management
522
Verition Fund Management
Connecticut
$743K +$293K +1,951 +71%
RPCONE
523
Retirement Planning Company of New England
Rhode Island
$743K -$1.05K -7 -0.1%
BC
524
Burney Company
Virginia
$742K -$9.75K -65 -1%
MME
525
Meag Munich Ergo
Germany
$735K -$1.33M -8,842 -66%