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Name Holding Trade Value Shares
Change
Change in
Stake
PW
601
Paladin Wealth
Minnesota
$288K +$17.7K +813 +7%
MCM
602
Manchester Capital Management
Vermont
$288K +$1.35K +62 +0.5%
EIC
603
Equity Investment Corp
Georgia
$286K -$1.7K -78 -0.6%
GCP
604
GSA Capital Partners
United Kingdom
$286K +$270K +12,387 New
PE
605
PCM Encore
Colorado
$285K -$3.29K -151 -1%
VFA
606
Valeo Financial Advisors
Indiana
$285K +$14K +643 +5%
FBT
607
First Bank & Trust
South Dakota
$284K – – –
PA
608
Profund Advisors
Maryland
$283K -$15.3K -702 -5%
ZIM
609
Zacks Investment Management
Illinois
$282K +$27.9K +1,282 +12%
JTWM
610
Jackson Thornton Wealth Management
Alabama
$282K +$267K +12,241 New
WS
611
Wedbush Securities
California
$282K +$24.6K +1,128 +10%
MWM
612
Maridea Wealth Management
New York
$279K +$263K +12,090 New
FPW
613
Flywheel Private Wealth
California
$277K – – –
IRC
614
Investors Research Corp
Georgia
$277K – – –
BAM
615
Belpointe Asset Management
Nevada
$276K +$5.86K +269 +2%
FCA
616
Fortis Capital Advisors
Kansas
$276K +$5.86K +269 +2%
SL
617
Sentinus LLC
Illinois
$276K +$3.57K +164 +1%
DDPIC
618
Deroy & Devereaux Private Investment Counsel
Michigan
$272K – – –
LK
619
Lumbard & Kellner
New Hampshire
$265K – – –
GI
620
GAMCO Investors
Connecticut
$265K – – –
PPW
621
Parcion Private Wealth
Washington
$263K -$11.1K -510 -4%
SC
622
Syon Capital
California
$263K +$4.77K +219 +2%
NL
623
NWAM LLC
Washington
$263K -$61.4K -2,818 -20%
EI
624
Ellevest Inc
New York
$260K -$59.1K -2,713 -19%
IAA
625
Independent Advisor Alliance
North Carolina
$259K -$7.54K -346 -3%