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Name Holding Trade Value Shares
Change
Change in
Stake
PWS
401
Peterson Wealth Services
Utah
$700K +$391K +4,315 +148%
VanEck Associates
402
VanEck Associates
New York
$695K +$650K +7,176 New
CAG
403
Csenge Advisory Group
Florida
$689K +$645K +7,120 New
MIH
404
Meitav Investment House
Israel
$678K +$634K +7,000 New
AAS
405
Avantax Advisory Services
Texas
$676K +$632K +6,982 New
JIC
406
Joel Isaacson & Co
New York
$673K +$16.6K +183 +3%
BMSSC
407
B. Metzler seel. Sohn & Co
Germany
$669K +$55K +607 +10%
AC
408
ASB Consultores
Florida
$654K +$279K +3,082 +84%
CW
409
CreativeOne Wealth
Kansas
$642K +$55.9K +617 +10%
CFGS
410
Concourse Financial Group Securities
Alabama
$632K -$47.1K -520 -7%
MWVC
411
Morgens Waterfall Vintiadis & Co
New York
$629K -$317K -3,500 -35%
AWS
412
Atria Wealth Solutions
New York
$625K +$130K +1,441 +29%
CWA
413
Clarus Wealth Advisors
Arizona
$615K +$80K +884 +16%
QCM
414
Quantinno Capital Management
New York
$609K +$296K +3,267 +108%
GA
415
GraniteShares Advisors
New York
$597K -$39.7K -438 -7%
ZDA
416
Zweig-DiMenna Associates
New York
$594K – – –
HIM
417
Hillsdale Investment Management
Ontario, Canada
$588K +$539K +5,950 +4,760%
BL
418
Balentine LLC
Georgia
$571K +$534K +5,896 New
CC
419
Corton Capital
Ontario, Canada
$570K +$69K +762 +15%
VI
420
Vestcor Inc
New Brunswick, Canada
$570K -$4.35K -48 -0.8%
AIC
421
Archer Investment Corporation
Indiana
$568K – – –
NA
422
NewEdge Advisors
Louisiana
$554K +$12.4K +137 +2%
P
423
Pitcairn
Pennsylvania
$546K -$210K -2,320 -29%
PP
424
Prudential plc
United Kingdom
$543K -$344K -3,794 -40%
PIM
425
Plato Investment Management
Australia
$543K +$456K +5,041 +897%