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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
726
Kaizen Financial Strategies
California
$552K – – –
BRWA
727
B. Riley Wealth Advisors
Florida
$551K -$9.15K -91 -2%
SPC
728
Sigma Planning Corp
Michigan
$550K -$13.7K -136 -3%
EPW
729
Evolve Private Wealth
California
$544K +$143K +1,425 +42%
SFM
730
Signet Financial Management
New Jersey
$540K +$14.2K +141 +3%
SI
731
Severin Investments
Missouri
$535K +$45.9K +456 +11%
SIC
732
Sigma Investment Counselors
Michigan
$529K – – –
D.E. Shaw & Co
733
D.E. Shaw & Co
New York
$529K +$474K +4,707 New
CWIG
734
Chung Wu Investment Group
Texas
$528K – – –
GS
735
GWN Securities
Florida
$525K -$42.6K -423 -8%
Vontobel Holding
736
Vontobel Holding
Switzerland
$522K +$26.2K +260 +6%
BHPW
737
Beverly Hills Private Wealth
California
$520K -$47.4K -471 -9%
RFM
738
Royal Fund Management
Florida
$517K -$1.31M -13,000 -74%
OAS
739
Optivise Advisory Services
Tennessee
$517K – – –
DJSG
740
D.J. St. Germain
Massachusetts
$514K – – –
AIP
741
Ameritas Investment Partners
Nebraska
$506K +$201 +2 +0%
TNA
742
True North Advisors
Texas
$502K -$39K -388 -8%
IA
743
Integrity Alliance
Iowa
$501K +$1.91K +19 +0.4%
AWMM
744
Aegis Wealth Management (Maryland)
Maryland
$501K -$32.5K -323 -7%
ETC
745
Exchange Traded Concepts
Oklahoma
$500K -$930K -9,240 -67%
BAM
746
Belpointe Asset Management
Nevada
$498K -$43K -427 -9%
EGA
747
E&G Advisors
Texas
$494K -$1.21K -12 -0.3%
MCM
748
MAI Capital Management
Ohio
$488K +$64.3K +639 +17%
SP
749
SIH Partners
Delaware
$488K +$437K +4,343 New
SW
750
Simplicity Wealth
New Jersey
$488K +$7.14K +71 +2%