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Name Holding Trade Value Shares
Change
Change in
Stake
BC
901
Barnett & Company
Tennessee
$395K – – –
JHCP
902
Jackson Hole Capital Partners
Oklahoma
$394K – – –
KCM
903
Kathmere Capital Management
Pennsylvania
$392K +$338K +8,090 New
VT
904
Vise Technologies
New York
$390K +$48.1K +1,150 +17%
IA
905
IFP Advisors
Florida
$390K -$64.3K -1,540 -16%
ICP
906
Interchange Capital Partners
Pennsylvania
$384K -$137K -3,280 -30%
QPW
907
Quantum Private Wealth
Florida
$377K -$7.94K -190 -2%
CFO
908
CVA Family Office
Colorado
$376K -$5.43K -130 -2%
VBCG
909
Valley Brook Capital Group
Pennsylvania
$376K – – –
CMS
910
Capital Market Strategies
Florida
$374K +$323K +7,720 New
ECM
911
Evergreen Capital Management
Washington
$373K +$15K +360 +5%
APP
912
Avantax Planning Partners
Iowa
$373K +$2.09K +50 +0.7%
TAM
913
Tocqueville Asset Management
New York
$369K +$98.2K +2,350 +45%
MAM
914
McLean Asset Management
Virginia
$366K +$418 +10 +0.1%
PWPS
915
Pinnacle Wealth Planning Services
Ohio
$363K – – –
FCA
916
FLC Capital Advisors
California
$362K – – –
RFP
917
Root Financial Partners
California
$359K -$10.9K -260 -3%
TIMH
918
Tilt Investment Management Holdings
New York
$359K – – –
PWM
919
Perigon Wealth Management
California
$359K -$35.5K -850 -10%
SCM
920
SevenOneSeven Capital Management
Pennsylvania
$358K -$836 -20 -0.3%
JIC
921
Joel Isaacson & Co
New York
$356K +$307K +7,350 New
BAM
922
Berkshire Asset Management
Pennsylvania
$356K -$51.8K -1,240 -14%
BMA
923
Brooks Moore & Associates
Tennessee
$352K – – –
FWP
924
FAS Wealth Partners
Kansas
$352K – – –
Point72 Asset Management
925
Point72 Asset Management
Connecticut
$352K -$175K -4,190 -37%