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Name Holding Trade Value Shares
Change
Change in
Stake
WC
1026
Waterloo Capital
Texas
$547K -$46K -769 -9%
VCM
1027
Virtue Capital Management
Tennessee
$546K +$481K +8,043 New
Belpointe Asset Management
1028
Belpointe Asset Management
Nevada
$544K -$88.4K -1,477 -16%
Simon Quick Advisors
1029
Simon Quick Advisors
New Jersey
$543K +$480K +8,014 New
LJHT
1030
Laurie J. Hall Trustee
$542K -$210K -3,513 -31%
MMPW
1031
Mitchell McLeod Pugh & Williams
Alabama
$541K +$658 +11 +0.1%
RFG Advisory
1032
RFG Advisory
Alabama
$541K -$16.3K -273 -3%
KOC
1033
Koss-Olinger Consulting
Florida
$540K -$1.24M -20,751 -72%
Ancora Advisors
1034
Ancora Advisors
Ohio
$536K -$72.7K -1,215 -13%
NFTC
1035
North Forty Two & Co
Oregon
$535K – – –
VCA
1036
Verdence Capital Advisors
Maryland
$535K +$5.33K +89 +1%
Bartlett & Co Wealth Management
1037
Bartlett & Co Wealth Management
Ohio
$533K -$1.12M -18,785 -70%
WA
1038
Wealth Alliance
New York
$530K +$104K +1,746 +29%
RS
1039
R Squared
Hong Kong
$530K +$220K +3,680 +89%
CIP
1040
Convergence Investment Partners
Florida
$529K -$38.4K -641 -8%
Capstone Investment Advisors
1041
Capstone Investment Advisors
New York
$528K -$8.3M -138,683 -95%
Quotient Wealth Partners
1042
Quotient Wealth Partners
Texas
$526K +$465K +7,764 New
AWA
1043
Arete Wealth Advisors
Illinois
$524K +$110K +1,839 +31%
E Fund Management
1044
E Fund Management
China
$523K -$99.8K -1,668 -18%
IBOK
1045
Independence Bank of Kentucky
Kentucky
$520K -$27.1K -453 -6%
LA
1046
Legacy Advisors
Pennsylvania
$515K +$67.3K +1,124 +17%
CP
1047
Camelot Portfolios
Ohio
$515K -$80.4K -1,343 -15%
AWAG
1048
ARS Wealth Advisors Group
Florida
$514K -$48.3K -807 -10%
ASBI
1049
American State Bank (Iowa)
Iowa
$512K +$89.1K +1,489 +25%
WI
1050
Westbourne Investments
Virginia
$508K +$449K +7,500 New