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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
826
Western Wealth Management
Colorado
$391K -$32K -490 -7%
GAA
827
Global Assets Advisory
Florida
$391K -$4.89K -75 -1%
PA
828
Profund Advisors
Maryland
$391K -$64.1K -982 -12%
AIC
829
Archer Investment Corporation
Indiana
$387K -$5.74K -88 -1%
WC
830
Waterloo Capital
Texas
$387K -$413K -6,330 -48%
PP
831
PDS Planning
Ohio
$387K -$30.1K -462 -6%
OP
832
Oslo Pensjonsforsikring
$386K – – –
CA
833
Calton & Associates
Florida
$386K +$143K +2,194 +46%
FSA
834
Franklin Street Advisors
North Carolina
$383K – – –
KTC
835
Kentucky Trust Company
Kentucky
$383K – – –
SICM
836
Sustainable Insight Capital Management
New York
$378K -$294K -4,500 -40%
FWP
837
FAS Wealth Partners
Kansas
$377K +$1.57K +24 +0.4%
OL
838
Odyssean LLC
Connecticut
$372K +$437K +6,705 New
RF
839
RHS Financial
California
$371K +$19.9K +305 +5%
CWM
840
Compass Wealth Management
Connecticut
$369K +$434K +6,645 New
SIS
841
Sound Income Strategies
Florida
$369K +$10.2K +156 +2%
BAM
842
Belpointe Asset Management
Nevada
$368K -$187K -2,868 -30%
FCA
843
Fortis Capital Advisors
Kansas
$368K +$11K +169 +3%
BRWA
844
B. Riley Wealth Advisors
Florida
$365K +$7.57K +116 +2%
MWPCG
845
Measured Wealth Private Client Group
New Hampshire
$365K -$404K -6,191 -48%
CAM
846
Cresset Asset Management
Illinois
$364K -$4.11K -63 -1%
GFP
847
Gryphon Financial Partners
Ohio
$363K +$12.3K +188 +3%
PI
848
PineBridge Investments
New York
$362K -$12M -183,882 -97%
CAG
849
Crestwood Advisors Group
Massachusetts
$361K +$126K +1,932 +42%
IAIM
850
International Assets Investment Management
Florida
$357K +$9.65K +148 +2%