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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1301
Driehaus Capital Management
Illinois
$590K – – –
M1FG
1302
Mach-1 Financial Group
Arkansas
$588K +$64.6K +98 +13%
AWS
1303
Alliance Wealth Strategies
Virginia
$588K – – –
OTL
1304
Oak Thistle LLC
New York
$587K -$2.67M -4,049 -83%
CFA
1305
Collaborative Fund Advisors
Nevada
$586K -$1.98M -3,002 -79%
GF
1306
Gabelli Funds
New York
$585K +$6.59K +10 +1%
QC
1307
Quent Capital
New York
$584K +$20.4K +31 +4%
MA
1308
MJP Associates
Connecticut
$579K -$17.8K -27 -3%
TW
1309
Towerpoint Wealth
California
$579K +$535K +812 New
RGC
1310
Regents Gate Capital
United Kingdom
$578K -$3.65M -5,542 -87%
TVAMP
1311
Tennessee Valley Asset Management Partners
Tennessee
$577K – – –
SA
1312
Sonoma Allocations
California
$575K +$13.2K +20 +2%
PAS
1313
PKS Advisory Services
New York
$575K -$327K -496 -38%
WI
1314
WBI Investments
New Jersey
$575K +$76.4K +116 +17%
MWM
1315
Meridian Wealth Management
Kentucky
$574K +$27.7K +42 +6%
WPW
1316
Winthrop Partners - WNY
New York
$574K +$30.3K +46 +6%
PWMG
1317
Prestige Wealth Management Group
New Jersey
$572K +$517K +784 +4,356%
CI
1318
Cherokee Insurance
Michigan
$571K – – –
ClearBridge Investments
1319
ClearBridge Investments
New York
$571K – – –
SAM
1320
S.A. Mason
Michigan
$571K – – –
BHPW
1321
Beverly Hills Private Wealth
California
$569K -$1.81M -2,743 -77%
FWI
1322
Facet Wealth Inc
Maryland
$565K +$137K +208 +36%
VCP
1323
Verus Capital Partners
Arizona
$565K -$17.8K -27 -3%
GAM
1324
Groupama Asset Management
France
$563K +$3.29K +5 +0.6%
LAM
1325
L2 Asset Management
Massachusetts
$563K +$29.6K +45 +6%