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Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
726
F.L. Putnam Investment Management
Massachusetts
$389K +$21.6K +184 +6%
BWP
727
Baldwin Wealth Partners
Massachusetts
$388K – – –
WANY
728
Wealthspire Advisors (New York)
New York
$386K – – –
PP
729
Patron Partners
Texas
$385K – – –
DAM
730
Derbend Asset Management
Georgia
$385K +$469 +4 +0.1%
EP
731
Eudaimonia Partners
Tennessee
$381K -$6.57K -56 -2%
GCP
732
GSA Capital Partners
United Kingdom
$378K +$10.8K +92 +3%
SAM
733
Sompo Asset Management
Japan
$378K -$18.8K -160 -5%
IIC
734
Ironwood Investment Counsel
Arizona
$374K -$728K -6,204 -67%
KWA
735
Kellett Wealth Advisors
Ohio
$373K -$46.5K -396 -12%
ECM
736
Evergreen Capital Management
Washington
$372K +$9.86K +84 +3%
SC
737
Scotia Capital
Ontario, Canada
$371K +$350K +2,984 New
CM
738
Castleark Management
Illinois
$368K – – –
NAS
739
Nicolet Advisory Services
Wisconsin
$366K +$1.88K +16 +0.5%
BAM
740
Belpointe Asset Management
Nevada
$360K -$249K -2,124 -42%
FCA
741
Fortis Capital Advisors
Kansas
$360K +$126K +1,076 +59%
EFG
742
Everhart Financial Group
Ohio
$359K +$20.6K +176 +6%
Fisher Asset Management
743
Fisher Asset Management
Washington
$358K +$337K +2,876 New
AF
744
Advisornet Financial
Minnesota
$357K -$25.3K -216 -7%
PWPS
745
Pinnacle Wealth Planning Services
Ohio
$356K -$33.3K -284 -9%
FAFN
746
First Affirmative Financial Network
Colorado
$355K +$63.4K +540 +23%
APA
747
Astoria Portfolio Advisors
New York
$355K -$23.5K -200 -7%
PGA
748
Portland Global Advisors
Maine
$355K – – –
MG
749
Mather Group
Illinois
$354K +$334K +2,848 New
WA
750
Wambolt & Associates
Colorado
$348K -$27.2K -232 -8%