Name Holding Trade Value Shares
Change
Change in
Stake
N
501
Numerai
California
$329K +$364K +50 New
MVA
502
Mount Vernon Associates
Maryland
$329K – – –
BCI
503
Brinker Capital Investments
Pennsylvania
$323K – – –
HWM
504
HB Wealth Management
Georgia
$319K +$51K +7 +17%
PWAM
505
Private Wealth Asset Management
Iowa
$316K – – –
ETC
506
Exchange Traded Concepts
Oklahoma
$316K +$58.3K +8 +20%
Carson Wealth (CWM LLC)
507
Carson Wealth (CWM LLC)
Nebraska
$316K +$131K +18 +60%
CFO
508
Callan Family Office
Pennsylvania
$310K -$7.29K -1 -2%
LIM
509
Leavell Investment Management
Alabama
$310K – – –
VCP
510
Verus Capital Partners
Arizona
$303K -$102K -14 -23%
VF
511
Vest Financial
Virginia
$303K +$335K +46 New
CCM
512
Coldstream Capital Management
Washington
$297K +$21.9K +3 +7%
SFI
513
Siemens Fonds Invest
Germany
$297K -$168K -23 -34%
SL
514
Sentinus LLC
Illinois
$297K -$7.29K -1 -2%
BHWM
515
Bar Harbor Wealth Management
New Hampshire
$297K – – –
IC
516
IEQ Capital
California
$295K -$1.65M -227 -83%
MIM
517
Macroview Investment Management
Maryland
$290K +$7.29K +1 +2%
TG
518
TCW Group
California
$290K +$14.6K +2 +5%
JF
519
Jump Financial
Illinois
$290K +$321K +44 New
RFC
520
Regions Financial Corp
Alabama
$283K -$146K -20 -32%
RWP
521
RWA Wealth Partners
Massachusetts
$283K – – –
CC
522
Commons Capital
Massachusetts
$277K -$437K -60 -59%
KCM
523
Kathmere Capital Management
Pennsylvania
$277K -$7.29K -1 -2%
TE
524
Tema ETFs
New York
$277K – – –
AW
525
Affinity Wealth
Ohio
$270K – – –