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Name Holding Trade Value Shares
Change
Change in
Stake
VAMG
1876
Voisard Asset Management Group
Michigan
$451K -$807 -2 -0.2%
OL
1877
OneFund LLC
Florida
$450K -$4.44K -11 -1%
BOM
1878
Bank of Marin
California
$450K -$50.4K -125 -11%
WIM
1879
WealthPlan Investment Management
Nebraska
$449K -$29K -72 -6%
AMPWP
1880
Alvarez & Marsal Private Wealth Partners
Florida
$449K -$498K -1,236 -54%
Empower Advisory Group
1881
Empower Advisory Group
Colorado
$448K +$3.23K +8 +0.8%
GWM
1882
Greenline Wealth Management
Florida
$448K +$33.9K +84 +9%
PWA
1883
Peterson Wealth Advisors
Utah
$447K +$1.21K +3 +0.3%
FFO
1884
Fiduciary Family Office
Florida
$445K -$27.4K -68 -6%
DOA
1885
D'Orazio & Associates
Virginia
$443K +$2.02K +5 +0.5%
RL
1886
Rogco LP
Oklahoma
$442K – – –
SIA
1887
Spectrum Investment Advisors
Wisconsin
$441K +$418K +1,036 New
CCIA
1888
Cherry Creek Investment Advisors
Colorado
$440K – – –
NFG
1889
Nadler Financial Group
Illinois
$440K +$403 +1 +0.1%
CCG
1890
Coastwise Capital Group
California
$439K +$102K +253 +33%
TWM
1891
TriaGen Wealth Management
California
$438K – – –
CS
1892
Cannell & Spears
New York
$438K +$1.21K +3 +0.3%
BHC
1893
Bull Harbor Capital
Maryland
$436K -$98.8K -245 -19%
GKWIM
1894
Gerber Kawasaki Wealth & Investment Management
California
$436K +$18.1K +45 +5%
GKFF
1895
George Kaiser Family Foundation
Oklahoma
$435K -$163K -404 -28%
PGCM
1896
Prescott Group Capital Management
Oklahoma
$435K -$163K -404 -28%
JFGIW
1897
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$435K -$130K -323 -24%
MKA
1898
M. Kulyk & Associates
Georgia
$434K -$7.26K -18 -2%
S
1899
Sunpointe
Missouri
$433K -$29.4K -73 -7%
LCM
1900
Lionhunter Capital Management
New York
$433K +$409K +1,015 New