Name Holding Trade Value Shares
Change
Change in
Stake
PCM
401
PenderFund Capital Management
British Columbia, Canada
$12.4K +$9.23K +175 New
LI
402
LRI Investments
Florida
$12.1K – – –
A
403
AlphaQuest
New York
$11.5K -$839K -15,921 -99%
PWMG
404
Private Wealth Management Group
New Jersey
$11.5K -$1.53K -29 -11%
EC
405
Elequin Capital
New York
$10.5K +$11.2K +213 New
AAG
406
Armstrong Advisory Group
Massachusetts
$9.86K – – –
W
407
WealthCollab
Washington
$9.86K – – –
AA
408
Addison Advisors
Vermont
$9.13K +$9.75K +185 New
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
$8.88K – – –
CFO
410
CVA Family Office
Colorado
$8.14K – – –
Mitsubishi UFJ Asset Management
411
Mitsubishi UFJ Asset Management
Japan
$8.01K – – –
HWM
412
Hemington Wealth Management
Virginia
$8K +$1.42K +27 +17%
BWL
413
Bogart Wealth LLC
Virginia
$7.79K – – –
CMBA
414
C.M. Bidwell & Associates
Hawaii
$7.3K – – –
JWA
415
JFS Wealth Advisors
Pennsylvania
$7.25K – – –
HIM
416
Hillsdale Investment Management
Ontario, Canada
$6.41K – – –
BWAM
417
Boyd Watterson Asset Management
Ohio
$5.72K – – –
FFO
418
Fortitude Family Office
Arizona
$5.57K – – –
BBHC
419
Brown Brothers Harriman & Co
New York
$5.08K – – –
AIM
420
Anchor Investment Management
South Carolina
$4.93K – – –
SIS
421
Strategic Investment Solutions
Illinois
$4.93K – – –
BCMLT
422
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.83K – – –
KIM
423
Kestra Investment Management
Texas
$4.78K +$5.11K +97 New
CA
424
Continuum Advisory
Idaho
$4.74K -$2.74K -52 -35%
BCWM
425
Bartlett & Co Wealth Management
Ohio
$3.95K – – –