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Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
226
Allspring Global Investments
North Carolina
$524K +$145K +4,328 +50%
Fisher Asset Management
227
Fisher Asset Management
Washington
$517K +$403K +12,031 New
TWM
228
Triton Wealth Management
Arizona
$516K +$394K +11,752 New
SI
229
Stephens Inc
Arkansas
$515K +$401K +11,981 New
BP
230
BBR Partners
New York
$514K
Kovitz Investment Group Partners
231
Kovitz Investment Group Partners
Illinois
$513K +$400K +11,939 New
PP
232
PDS Planning
Ohio
$510K +$2.01K +60 +0.5%
FIM
233
Freedom Investment Management
Connecticut
$509K -$283K -8,439 -42%
CCFM
234
Clear Creek Financial Management
Washington
$508K +$41.8K +1,246 +12%
IIA
235
IPG Investment Advisors
California
$506K -$680K -20,290 -63%
GIA
236
Gladstone Institutional Advisory
Florida
$503K +$7.04K +210 +2%
DWM
237
Diversify Wealth Management
Utah
$499K +$389K +11,601 New
IWM
238
IHT Wealth Management
Illinois
$494K +$386K +11,507 New
Jennison Associates
239
Jennison Associates
New York
$490K +$382K +11,408 New
SPIA
240
Steward Partners Investment Advisory
New York
$487K +$63.2K +1,886 +20%
PHWM
241
Pine Harbor Wealth Management
Maryland
$481K +$375K +11,191 New
AC
242
AXQ Capital
New Jersey
$476K +$372K +11,087 New
PCM
243
Princeton Capital Management
New Jersey
$471K +$367K +10,959 New
WMP
244
Wealth Management Partners
Arizona
$465K +$345K +10,292 New
SC
245
Saybrook Capital
North Carolina
$460K
Calamos Advisors
246
Calamos Advisors
Illinois
$457K +$357K +10,645 New
G
247
Gainplan
Michigan
$435K +$339K +10,125 New
CA
248
Clearstead Advisors
Ohio
$435K +$20.8K +620 +7%
APW
249
Aurora Private Wealth
New Jersey
$434K -$235 -7 -0.1%
SFG
250
Sovereign Financial Group
Connecticut
$433K -$214K -6,384 -39%