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Name Holding Trade Value Shares
Change
Change in
Stake
KP
751
Keel Point
Alabama
$245K +$269K +1,389 New
SP
752
SIH Partners
Delaware
$244K +$269K +1,385 New
AWM
753
Angeles Wealth Management
California
$242K -$24.4K -126 -8%
OAM
754
Ostrum Asset Management
France
$240K +$43.8K +226 +20%
Cary Street Partners
755
Cary Street Partners
Virginia
$238K -$1.14M -5,886 -81%
EA
756
Everpar Advisors
Oklahoma
$237K -$33.6K -173 -11%
Klingenstein Fields & Co
757
Klingenstein Fields & Co
New York
$233K – – –
PTP
758
Platform Technology Partners
New York
$233K -$5.82K -30 -2%
RFW
759
Rainier Family Wealth
Washington
$230K -$88.9K -458 -26%
VC
760
Veracity Capital
Georgia
$230K +$7.76K +40 +3%
Chicago Partners Investment Group
761
Chicago Partners Investment Group
Illinois
$222K -$25.2K -130 -8%
CWS
762
Cypress Wealth Services
California
$221K +$2.52K +13 +1%
LWM
763
Lyell Wealth Management
California
$221K -$34.1K -176 -12%
Ashton Thomas Private Wealth
764
Ashton Thomas Private Wealth
Arizona
$219K -$18.2K -94 -7%
Y-Intercept (HK)
765
Y-Intercept (HK)
Hong Kong
$216K -$1.05M -5,416 -82%
RWPA
766
Richard W. Paul & Associates
Michigan
$213K +$233K +1,202 +15,025%
PCM
767
Prelude Capital Management
New York
$212K +$233K +1,203 New
Phoenix Financial
768
Phoenix Financial
Israel
$208K -$39.6K -204 -15%
Ancora Advisors
769
Ancora Advisors
Ohio
$206K -$6.6K -34 -3%
iA Global Asset Management
770
iA Global Asset Management
Quebec, Canada
$205K – – –
BC
771
Bayforest Capital
United Kingdom
$203K +$223K +1,151 New
HNWAG
772
High Net Worth Advisory Group
Florida
$203K – – –
LRIA
773
Leonard Rickey Investment Advisors
Washington
$202K -$22.3K -115 -8%
Chilton Investment Company
774
Chilton Investment Company
Connecticut
$200K +$221K +1,137 New
TWM
775
Trueblood Wealth Management
Ohio
$200K +$194 +1 +0.1%