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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
701
Belpointe Asset Management
Nevada
$879K -$187K -2,438 -17%
TF
702
Tompkins Financial
New York
$876K – – –
OPA
703
Old Port Advisors
Maine
$876K -$9.96K -130 -1%
TAM
704
Tocqueville Asset Management
New York
$869K – – –
PFS
705
Prospera Financial Services
Texas
$868K -$127K -1,659 -12%
RPGK
706
Retirement Planning Group (Kansas)
Kansas
$866K +$58.7K +766 +7%
PWM
707
Perigon Wealth Management
California
$865K -$3.83K -50 -0.4%
SWM
708
Spire Wealth Management
Virginia
$863K -$43.8K -572 -5%
EF
709
Empirical Finance
Pennsylvania
$860K +$17.6K +230 +2%
PVM
710
Palogic Value Management
Texas
$857K – – –
BFS
711
Bard Financial Services
Connecticut
$855K -$57.4K -750 -6%
BFG
712
Bleakley Financial Group
New Jersey
$854K -$338K -4,408 -27%
CI
713
Conning Inc
Connecticut
$850K – – –
SAM
714
Smartleaf Asset Management
Massachusetts
$849K +$123K +1,604 +16%
SMH
715
Sanders Morris Harris
Texas
$848K +$313K +4,086 +54%
TCM
716
Traynor Capital Management
Pennsylvania
$842K +$883K +11,533 New
WIA
717
World Investment Advisors
California
$841K +$9.96K +130 +1%
OA
718
Oxbow Advisors
Texas
$841K +$61.3K +800 +7%
SIMG
719
Sonora Investment Management Group
Arizona
$839K -$74K -966 -8%
PM
720
Penbrook Management
New York
$833K -$914K -11,935 -51%
I
721
InvesTrust
Oklahoma
$828K – – –
AWE
722
Avidian Wealth Enterprises
Texas
$826K +$34.4K +449 +4%
QT
723
Quantbot Technologies
New York
$824K -$2.1M -27,442 -71%
P
724
Paradiem
Louisiana
$823K +$864K +11,284 New
SCM
725
Sage Capital Management
New Jersey
$814K +$9.65K +126 +1%
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