Name Holding Trade Value Shares
Change
Change in
Stake
APW
1351
Acima Private Wealth
Virginia
$420K -$18.2K -750 -6%
TF
1352
Tompkins Financial
New York
$418K – – –
S
1353
SimplyRich
California
$417K – – –
MC
1354
Matisse Capital
Oregon
$416K -$44.4K -1,834 -13%
Capstone Investment Advisors
1355
Capstone Investment Advisors
New York
$415K -$11.1M -457,557 -97%
IF
1356
Intrua Financial
Texas
$415K -$40.9K -1,690 -12%
VCM
1357
Vision Capital Management
Oregon
$415K -$2.13K -88 -0.7%
IC
1358
Inscription Capital
Texas
$415K +$21.3K +880 +8%
EFG
1359
Ethos Financial Group
Pennsylvania
$415K -$66.8K -2,756 -18%
VWA
1360
Visionary Wealth Advisors
Illinois
$415K +$11.5K +475 +4%
APP
1361
Avantax Planning Partners
Iowa
$415K -$35.1K -1,447 -10%
Q
1362
QVR
California
$415K +$299K +12,355 New
ACA
1363
Affinity Capital Advisors
California
$413K -$47.1K -1,944 -15%
PT
1364
Plimoth Trust
Massachusetts
$412K -$276K -11,378 -48%
T
1365
TOBAM
France
$412K +$297K +12,276 New
HI
1366
Hudock Inc
Pennsylvania
$412K -$8.5K -351 -3%
VCM
1367
Versant Capital Management
Arizona
$411K +$105K +4,340 +55%
SB
1368
Simmons Bank
Arkansas
$411K -$76.1K -3,141 -20%
WAAG
1369
Wealth Alliance Advisory Group
Kansas
$411K -$12.1K -500 -4%
EF
1370
Exeter Financial
Arizona
$410K -$1.57K -65 -0.5%
MYAM
1371
Meiji Yasuda Asset Management
Japan
$410K -$28.7K -1,184 -9%
APWA
1372
Atlas Private Wealth Advisors
New Jersey
$410K -$325K -13,434 -52%
PFPT
1373
Pinnacle Financial Partners (Tennessee)
Tennessee
$409K -$99.2K -4,093 -25%
OL
1374
one8zero8 LLC
North Carolina
$409K +$40.9K +1,690 +16%
MWM
1375
Mindset Wealth Management
Indiana
$408K -$36.3K -1,500 -11%