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Name Holding Trade Value Shares
Change
Change in
Stake
WIM
476
Westside Investment Management
California
$82.1K
KFAS
477
Keating Financial Advisory Services
Kansas
$74.4K +$67.7K +946 New
EDRH
478
Edmond de Rothschild Holding
Switzerland
$71.4K
RFP
479
Root Financial Partners
California
$70.5K +$20.5K +286 +47%
PWAM
480
Private Wealth Asset Management
Iowa
$68.8K
SWM
481
Spire Wealth Management
Virginia
$68.2K +$2.65K +37 +4%
CIBC Private Wealth Group
482
CIBC Private Wealth Group
Georgia
$67.2K -$186K -2,606 -75%
SOW
483
State of Wyoming
Wyoming
$64K +$715 +10 +1%
HDIM
484
Hanson & Doremus Investment Management
Vermont
$64K
BCM
485
Berbice Capital Management
New York
$62.9K
TWD
486
True Wealth Design
Ohio
$61.4K
LFG
487
Larson Financial Group
Missouri
$59.2K +$11.5K +161 +27%
SIS
488
Sound Income Strategies
Florida
$57.5K +$43.8K +612 +729%
CIAM
489
Caitong International Asset Management
Hong Kong
$56.9K +$38K +532 +279%
PAM
490
Paradigm Asset Management
New York
$55.1K
MA
491
MCF Advisors
Kentucky
$54.2K
FMP
492
Financial Management Professionals
Texas
$52.8K -$1.36K -19 -3%
HI
493
Harbour Investments
Wisconsin
$52.6K -$3.08K -43 -6%
Barclays
494
Barclays
United Kingdom
$52K -$1.03M -14,424 -96%
BCWM
495
Bartlett & Co Wealth Management
Ohio
$45.2K +$23K +321 +126%
ST
496
Smithfield Trust
Pennsylvania
$44K +$6.29K +88 +18%
CPG
497
Cornerstone Planning Group
New Jersey
$43.3K +$8.37K +117 +31%
AGWCA
498
Annis Gardner Whiting Capital Advisors
Florida
$42.8K +$38.9K +544 New
SWM
499
SHP Wealth Management
Massachusetts
$42K +$38.2K +534 New
CAL
500
Capital Analysts LLC
Pennsylvania
$40K