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Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
751
Capstone Investment Advisors
New York
$571K +$310K +3,726 +115%
UB
752
UMB Bank
Missouri
$570K +$17.6K +211 +3%
CWP
753
Cyndeo Wealth Partners
Florida
$570K -$1.58K -19 -0.3%
SCM
754
Stevens Capital Management
Pennsylvania
$569K +$352K +4,234 +156%
IWM
755
IHT Wealth Management
Illinois
$565K -$179K -2,147 -24%
SM
756
Salzhauer Michael
$564K – – –
HI
757
Harbour Investments
Wisconsin
$561K +$2.91K +35 +0.5%
GFG
758
Goldstone Financial Group
Illinois
$557K +$74.7K +898 +15%
BHPW
759
Beverly Hills Private Wealth
California
$555K +$75.1K +902 +15%
NAM
760
NorthCrest Asset Manangement
Minnesota
$553K -$13.3K -160 -2%
CAM
761
Cidel Asset Management
Ontario, Canada
$549K -$31.7K -381 -5%
DFG
762
Delta Financial Group
New Jersey
$544K +$5.33K +64 +1%
AFG
763
Atomi Financial Group
New York
$544K +$45.6K +548 +9%
MMA
764
Miracle Mile Advisors
California
$541K +$550K +6,610 New
WTC
765
WhitTier Trust Company
Nevada
$538K +$3.58K +43 +0.7%
WDC
766
Woodward Diversified Capital
California
$535K -$403K -4,848 -43%
TPI
767
Trust Point Inc
Wisconsin
$534K +$2.33K +28 +0.4%
BCM
768
Brookstone Capital Management
Illinois
$533K +$74K +889 +16%
FLPIM
769
F.L. Putnam Investment Management
Massachusetts
$532K -$7.99K -96 -1%
GWM
770
Gibbs Wealth Management
Georgia
$530K +$96.1K +1,155 +22%
QWP
771
Quotient Wealth Partners
Texas
$529K -$12.2K -147 -2%
WA
772
WBH Advisory
Maryland
$522K -$19.5K -234 -4%
BAM
773
Belpointe Asset Management
Nevada
$520K -$33.8K -406 -6%
LS
774
Livforsakringsbolaget Skandia
Sweden
$520K – – –
CA
775
Crumly & Associates
Illinois
$518K +$15.3K +184 +3%