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Name Holding Trade Value Shares
Change
Change in
Stake
Coldstream Capital Management
201
Coldstream Capital Management
Washington
$10.3K +$10.3K +760 New
RI
202
Ridgewood Investments
New Jersey
$10K +$27.2K +2,000 New
HFM
203
Hartford Financial Management
Connecticut
$9.48K – – –
VWA
204
VSM Wealth Advisory
Maryland
$8.8K – – –
PMFA
205
Plante Moran Financial Advisors
Michigan
$8.69K – – –
CB
206
CNB Bank
Pennsylvania
$6.77K +$6.8K +500 New
HCP
207
Hexagon Capital Partners
Arkansas
$4.6K +$3.82K +281 +476%
ACA
208
American Capital Advisory
Idaho
$4.42K +$4.43K +326 New
CTA
209
Colonial Trust Advisors
South Carolina
$4.06K – – –
LC
210
Lindbrook Capital
California
$3.98K +$4K +294 New
VCM
211
Versant Capital Management
Arizona
$3.45K +$3.47K +255 New
CIAM
212
Caitong International Asset Management
Hong Kong
$2.92K -$2.33K -171 -44%
RF
213
Rossby Financial
Florida
$2.72K +$2.87K +211 New
IFP Advisors
214
IFP Advisors
Florida
$1.72K +$1.73K +127 New
PWMG
215
Private Wealth Management Group
New Jersey
$1.65K +$1.66K +122 New
BIA
216
Bell Investment Advisors
California
$1K -$354 -26 -26%
CAL
217
Capital Advisors Ltd
Ohio
$1K +$585 +43 New
Allworth Financial
218
Allworth Financial
California
$842 +$898 +66 New
EverSource Wealth Advisors
219
EverSource Wealth Advisors
Alabama
$623 +$626 +46 New
AssetMark Inc
220
AssetMark Inc
California
$311 +$313 +23 New
TWD
221
True Wealth Design
Ohio
$298 +$299 +22 New
PWA
222
Principia Wealth Advisory
Texas
$14 +$14 +1 New
Hood River Capital Management
223
Hood River Capital Management
Florida
– -$49.8M -3,129,149 Closed
OFCM
224
One Fin Capital Management
California
– -$22.3M -1,400,230 Closed
Citadel Advisors
225
Citadel Advisors
Florida
– -$12.2M -899,257 Closed