Name Holding Trade Value Shares
Change
Change in
Stake
SI
501
Sprott Inc
Ontario, Canada
$354K -$382K -48 -52%
GRP
502
Global Retirement Partners
California
$354K +$7.95K +1 +2%
MIM
503
Macroview Investment Management
Maryland
$345K – – –
RWP
504
RWA Wealth Partners
Massachusetts
$345K +$23.9K +3 +8%
TE
505
Tema ETFs
New York
$337K +$334K +42 New
GC
506
Guggenheim Capital
Illinois
$337K +$47.7K +6 +17%
CCM
507
Coldstream Capital Management
Washington
$329K +$103K +13 +46%
BP
508
Ballentine Partners
Massachusetts
$329K +$7.95K +1 +3%
HWM
509
HB Wealth Management
Georgia
$329K +$7.95K +1 +3%
A
510
AlphaQuest
New York
$321K -$477K -60 -60%
ETC
511
Exchange Traded Concepts
Oklahoma
$321K -$39.8K -5 -11%
ACP
512
Argyle Capital Partners
California
$321K – – –
CFM
513
Catalyst Funds Management
Australia
$321K +$318K +40 New
SAM
514
Smartleaf Asset Management
Massachusetts
$316K +$111K +14 +56%
BC
515
Burney Company
Virginia
$313K -$7.95K -1 -3%
II
516
Inspire Investing
Idaho
$305K – – –
WIM
517
WealthPlan Investment Management
Nebraska
$305K – – –
P
518
&Partners
Tennessee
$305K +$39.8K +5 +15%
AC
519
AlphaCore Capital
California
$305K +$127K +16 +73%
CIM
520
Cambria Investment Management
California
$305K +$302K +38 New
VF
521
Vest Financial
Virginia
$305K +$302K +38 New
Baird Financial Group
522
Baird Financial Group
Wisconsin
$297K -$103K -13 -26%
KCM
523
Kathmere Capital Management
Pennsylvania
$297K -$15.9K -2 -5%
CSS
524
Cubist Systematic Strategies
Connecticut
$297K +$294K +37 New
CFO
525
Callan Family Office
Pennsylvania
$289K -$15.9K -2 -5%