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Name Holding Trade Value Shares
Change
Change in
Stake
AAP
801
Arax Advisory Partners
Colorado
$140K +$195 +1 +0.1%
CMF
802
Counterpoint Mutual Funds
California
$137K +$132K +675 New
BCMLT
803
Beacon Capital Management LLC (Tennessee)
Tennessee
$135K – – –
AA
804
Ancora Advisors
Ohio
$132K – – –
IA
805
IFP Advisors
Florida
$129K -$72.9K -373 -28%
RFA
806
Resurgent Financial Advisors
Georgia
$126K +$122K +624 New
T
807
TOBAM
France
$123K – – –
SOW
808
State of Wyoming
Wyoming
$121K -$46.7K -239 -29%
PAPAIJV
809
Paragon Associates & Paragon Associates II Joint Venture
Texas
$118K -$455K -2,328 -80%
WR
810
WD Rutherford
Oregon
$114K – – –
GFWA
811
Grey Fox Wealth Advisors
Delaware
$113K +$109K +558 New
ST
812
Smithfield Trust
Pennsylvania
$110K – – –
CT
813
Colonial Trust
South Carolina
$106K +$103K +526 New
ITFISA
814
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$106K -$68.2K -349 -40%
BAM
815
Byrne Asset Management
New Jersey
$106K – – –
TWM
816
Tradition Wealth Management
Minnesota
$104K +$195 +1 +0.2%
C
817
Covestor
United Kingdom
$104K +$11.3K +58 +13%
BTI
818
Blue Trust Inc
Georgia
$96K +$53.2K +272 +97%
CWP
819
Concord Wealth Partners
Virginia
$95.6K +$92.4K +473 New
LWCFA
820
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$94K – – –
NSIM
821
North Star Investment Management
Illinois
$90.2K +$782 +4 +0.9%
SC
822
Sierra Capital
Florida
$89K – – –
PA
823
PSI Advisors
Florida
$84.8K +$195 +1 +0.2%
CSPAM
824
Cary Street Partners Asset Management
Virginia
$82.4K – – –
BAM
825
Belpointe Asset Management
Nevada
$80.4K +$77.6K +397 New