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PSQ Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Allworth Financial
California
$398 – – –
Barclays
52
Barclays
United Kingdom
$273 -$29.1K -3,294 -99%
SPIA
53
Steward Partners Investment Advisory
New York
$133 – – –
RWM
54
Rialto Wealth Management
New York
$102 – – –
AF
55
Advisornet Financial
Minnesota
$94 – – –
WAS
56
Winch Advisory Services
Wisconsin
$89 – – –
Wells Fargo
57
Wells Fargo
California
$81 -$885 -100 -88%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$81 – – –
FFA
59
Farther Finance Advisors
California
$56 – – –
IAIM
60
International Assets Investment Management
Florida
$36 – – –
BBHC
61
Brown Brothers Harriman & Co
New York
$10 +$18 +2 New
BWL
62
Bogart Wealth LLC
Virginia
$7 – – –
CCWM
63
Cassaday & Co Wealth Management
Virginia
$5 +$9 +1 New
Marshall Wace
64
Marshall Wace
United Kingdom
– -$53.5K -6,730 Closed
NMC
65
Nine Masts Capital
Hong Kong
– -$27.9K -3,512 Closed
CA
66
Calton & Associates
Florida
– -$23.8K -2,989 Closed
Mariner
67
Mariner
Kansas
– -$20.4K -2,566 Closed
BCM
68
Bridgeway Capital Management
Texas
– -$17K -2,133 Closed
LIM
69
Leavell Investment Management
Alabama
– -$14.8K -1,866 Closed
BAM
70
Belpointe Asset Management
Nevada
– -$10.6K -1,333 Closed
Goldman Sachs
71
Goldman Sachs
New York
– -$9.38K -1,179 Closed
GSC
72
Ground Swell Capital
South Carolina
– -$6.3K -793 Closed
SIS
73
Sound Income Strategies
Florida
– -$352 -48 Closed
RFP
74
Root Financial Partners
California
– -$265 -33 Closed
Citigroup
75
Citigroup
New York
– -$210 -26 Closed