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Name Holding Trade Value Shares
Change
Change in
Stake
Bienville Capital Management
1426
Bienville Capital Management
New York
$429K – – –
Carlson Capital Management
1427
Carlson Capital Management
Minnesota
$427K +$134K +1,451 +50%
DBRC
1428
D.B. Root & Company
Pennsylvania
$425K -$499K -5,408 -55%
PW
1429
Peninsula Wealth
California
$424K -$1.66K -18 -0.4%
NL
1430
NKCFO LLC
Illinois
$417K – – –
Koshinski Asset Management
1431
Koshinski Asset Management
Illinois
$415K -$17.1K -185 -4%
Robertson Stephens Wealth Management
1432
Robertson Stephens Wealth Management
California
$415K – – –
Resonant Capital Advisors
1433
Resonant Capital Advisors
Wisconsin
$414K -$7.38K -80 -2%
TrinityPoint Wealth
1434
TrinityPoint Wealth
Connecticut
$413K -$4.15K -45 -1%
Mairs & Power Inc
1435
Mairs & Power Inc
Minnesota
$411K -$23.9K -259 -6%
Nicholas Hoffman & Company
1436
Nicholas Hoffman & Company
Georgia
$411K +$47.1K +510 +14%
Belpointe Asset Management
1437
Belpointe Asset Management
Nevada
$411K +$196K +2,124 +70%
TL
1438
TrueWealth LLC
Georgia
$406K -$6.55K -71 -2%
EWM
1439
Elite Wealth Management
Washington
$406K – – –
BCWM
1440
Blue Chip Wealth Management
Florida
$401K +$92 +1 +0%
Liberty Wealth Management
1441
Liberty Wealth Management
California
$401K +$20.3K +220 +6%
Circle Wealth Management
1442
Circle Wealth Management
New Jersey
$401K +$144K +1,562 +62%
Vident Investment Advisory
1443
Vident Investment Advisory
Georgia
$400K +$2.86K +31 +0.8%
Sound View Wealth Advisors Group
1444
Sound View Wealth Advisors Group
Georgia
$398K +$10.5K +114 +3%
AlphaCrest Capital Management
1445
AlphaCrest Capital Management
New York
$397K -$172K -1,867 -32%
Krane Funds Advisors
1446
Krane Funds Advisors
New York
$395K -$140K -1,517 -27%
DAM
1447
Doheny Asset Management
California
$395K – – –
Diversified Portfolios Inc
1448
Diversified Portfolios Inc
Michigan
$393K – – –
WMS Partners
1449
WMS Partners
Maryland
$391K -$3.69K -40 -1%
RICHC
1450
Renaissance Investment Consultants Holding Company
Pennsylvania
$391K +$1.75K +19 +0.5%