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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
926
Smartleaf Asset Management
Massachusetts
$168K
AT
927
Avalon Trust
New Mexico
$168K
CA
928
CoreCap Advisors
Michigan
$160K -$76.3K -221 -35%
CSPIA
929
Cary Street Partners Investment Advisory
Virginia
$158K +$6.56K +19 +5%
FFG
930
Forum Finance Group
$148K
BWM
931
Bullock Wealth Management
Indiana
$145K +$133K +385 New
TCOV
932
Trust Company of Vermont
Vermont
$144K +$129K +374 New
WIM
933
Westside Investment Management
California
$135K +$4.14K +12 +4%
CH
934
Cromwell Holdings
Wyoming
$135K +$3.45K +10 +3%
VEA
935
Virtus ETF Advisers
New York
$133K +$70.8K +205 +146%
IAIM
936
International Assets Investment Management
Florida
$129K +$43.2K +125 +57%
APFP
937
Action Point Financial Planning
Michigan
$126K +$116K +335 New
AssetMark Inc
938
AssetMark Inc
California
$117K -$13.8K -40 -12%
GIA
939
GHP Investment Advisors
Colorado
$116K
AIC
940
Archer Investment Corporation
Indiana
$116K +$104K +300 New
KAM
941
KEB Asset Management
Illinois
$114K +$102K +296 New
OL
942
OneFund LLC
Florida
$111K -$2.07K -6 -2%
T
943
TOBAM
France
$106K -$21.4K -62 -18%
DJSG
944
D.J. St. Germain
Massachusetts
$104K
EP
945
Essential Partners
California
$103K +$36.3K +105 +64%
SSG
946
Summit Securities Group
New York
$103K +$86.7K +251 +1,476%
MEG
947
Millstone Evans Group
Colorado
$100K
AIM
948
ARK Investment Management
Florida
$94.4K -$31.8K -92 -27%
OCWP
949
Owl Creek Wealth Partners
Colorado
$94.1K
OAG
950
Oakmont Advisory Group
New Mexico
$92.3K +$82.5K +239 New