Name Holding Trade Value Shares
Change
Change in
Stake
BWS
1676
Broadway Wealth Solutions
Texas
$387K – – –
SAM
1677
Sagewood Asset Management
New York
$387K +$94.7K +2,066 +31%
EV
1678
EJMK Ventures
Illinois
$386K +$401K +8,742 New
ZI
1679
ZEGA Investments
Florida
$386K +$550 +12 +0.1%
TWM
1680
TRB Wealth Management
Texas
$385K +$400K +8,732 New
PBF
1681
Petix & Botte Financial
California
$385K -$199K -4,338 -50%
FFA
1682
Founders Financial Alliance
North Carolina
$385K +$7.24K +158 +2%
IAN
1683
Integrated Advisors Network
Texas
$385K -$5.36K -117 -1%
MWM
1684
Maridea Wealth Management
New York
$384K -$24.8K -542 -6%
TC
1685
T3 Companies
New York
$384K +$399K +8,701 New
NA
1686
Navellier & Associates
Nevada
$384K -$4.58K -100 -1%
HWA
1687
Heritage Wealth Advisors
Virginia
$384K – – –
SMWM
1688
Silvia McColl Wealth Management
California
$383K – – –
SEA
1689
Stegent Equity Advisors
Texas
$383K +$115K +2,517 +41%
BFG
1690
Beacon Financial Group
Texas
$383K +$275 +6 +0.1%
AIP
1691
Avail Investment Partners
Pennsylvania
$382K +$397K +8,651 New
MMA
1692
Mizuho Markets Americas
New York
$382K -$38.6M -841,355 -99%
EMAM
1693
Encompass More Asset Management
California
$381K +$118K +2,579 +43%
SFO
1694
Stokes Family Office
Louisiana
$381K -$105K -2,298 -21%
HCMT
1695
Highland Capital Management (Tennessee)
Tennessee
$380K – – –
WFI
1696
West Family Investments
California
$380K -$326K -7,112 -45%
TTWM
1697
TCV Trust & Wealth Management
Virginia
$379K -$46.5K -1,014 -11%
SCM
1698
Sterling Capital Management
North Carolina
$379K +$3.3K +72 +0.8%
TWM
1699
Tortuga Wealth Management
California
$379K -$355K -7,738 -47%
AF
1700
Alerus Financial
North Dakota
$379K +$82.6K +1,803 +27%