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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1001
Bellevue Asset Management
Washington
$191K – – –
NIMI
1002
Natixis Investment Managers International
France
$191K -$116K -2,940 -38%
EWP
1003
Elevation Wealth Partners
California
$187K +$185K +4,690 New
SCM
1004
Silvant Capital Management
Georgia
$169K – – –
SPIA
1005
Steward Partners Investment Advisory
New York
$168K -$195K -4,950 -54%
MCM
1006
MV Capital Management
Maryland
$164K +$96.6K +2,450 +148%
AAP
1007
Arax Advisory Partners
Colorado
$160K -$10.6K -270 -6%
AA
1008
Alta Advisers
United Kingdom
$160K – – –
WOC
1009
West Oak Capital
California
$160K – – –
PWMG
1010
Prestige Wealth Management Group
New Jersey
$159K +$30.3K +770 +24%
GRP
1011
Global Retirement Partners
California
$155K +$82.4K +2,090 +105%
Capstone Investment Advisors
1012
Capstone Investment Advisors
New York
$132K -$1.17M -29,660 -90%
AIM
1013
Anchor Investment Management
South Carolina
$130K +$7.49K +190 +6%
ONST
1014
Old North State Trust
North Carolina
$130K – – –
SS
1015
Sunbelt Securities
Texas
$130K +$129K +3,280 New
CA
1016
Clearstead Advisors
Ohio
$126K -$85.9K -2,180 -41%
BAAM
1017
Baker Avenue Asset Management
California
$126K +$1.58K +40 +1%
BWAM
1018
Boyd Watterson Asset Management
Ohio
$125K – – –
KFS
1019
Kelly Financial Services
Massachusetts
$121K – – –
MA
1020
Montag & Associates
Georgia
$119K – – –
DFCM
1021
Dark Forest Capital Management
Puerto Rico
$117K +$115K +2,930 New
MAM
1022
Meeder Asset Management
Ohio
$104K +$103K +2,610 New
PGAM
1023
Princeton Global Asset Management
New Jersey
$104K – – –
VCM
1024
Versant Capital Management
Arizona
$103K – – –
CWP
1025
Concord Wealth Partners
Virginia
$99K +$21.7K +550 +28%