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Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
276
CIBC Private Wealth Group
Georgia
$1.23K
PWMG
277
Private Wealth Management Group
New Jersey
$1.1K +$416 +8 +47%
BIA
278
Bell Investment Advisors
California
$1.06K -$468 -9 -27%
CTWM
279
Cherry Tree Wealth Management
Minnesota
$1.01K
PS
280
Principal Securities
Iowa
$1.01K +$1.2K +23 New
CTC
281
Central Trust Company
Missouri
$927
BCM
282
Blume Capital Management
California
$882
AF
283
Advisornet Financial
Minnesota
$882 +$1.04K +20 New
MA
284
Montag & Associates
Georgia
$814
JSAM
285
J. Safra Asset Management
New York
$794 +$935 +18 New
RWM
286
Raffa Wealth Management
District of Columbia
$750
TWP
287
Triad Wealth Partners
Kansas
$750 +$883 +17 New
Allspring Global Investments
288
Allspring Global Investments
North Carolina
$617 -$10.3M -198,208 -100%
QCG
289
Quadrant Capital Group
Ohio
$486 +$364 +7 +175%
NA
290
NewEdge Advisors
Louisiana
$485 -$525K -10,097 -100%
CFO
291
CVA Family Office
Colorado
$485 +$572 +11 New
IFAM
292
Institutional & Family Asset Management
Colorado
$397
VCM
293
Versant Capital Management
Arizona
$221 -$1.3K -25 -83%
MCM
294
Manchester Capital Management
Vermont
$133
MCM
295
MV Capital Management
Maryland
$133 +$52 +1 +50%
HRCM
296
Hood River Capital Management
Florida
-$36.6M -589,196 Closed
FSCM
297
First Sabrepoint Capital Management
Texas
-$12.4M -200,000 Closed
PCM
298
Penn Capital Management
Pennsylvania
-$11.3M -181,239 Closed
CFM
299
Coronation Fund Managers
South Africa
-$11.2M -179,638 Closed
AI
300
Aperture Investors
New York
-$9.87M -158,979 Closed