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Name Holding Trade Value Shares
Change
Change in
Stake
SCS
501
Sound Capital Solutions
Florida
$648K +$598K +3,733 New
MFAM
502
Motley Fool Asset Management
Virginia
$639K -$32K -200 -5%
LF
503
Lighthouse Financial
Florida
$634K -$426K -2,659 -42%
MCM
504
Massar Capital Management
Connecticut
$615K -$275K -1,720 -33%
AWM
505
Angeles Wealth Management
California
$612K +$565K +3,528 New
UAS
506
United Asset Strategies
New York
$612K -$5.45K -34 -1%
AP
507
Anchyra Partners
Georgia
$609K +$105K +653 +23%
CGIM
508
Cannon Global Investment Management
Florida
$608K +$176K +1,100 +46%
VAS
509
Vestmark Advisory Solutions
Massachusetts
$597K +$5.29K +33 +1%
EMAM
510
Encompass More Asset Management
California
$592K +$547K +3,413 New
KRSITF
511
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$589K +$52K +325 +11%
LP
512
Longaeva Partners
Illinois
$588K +$542K +3,385 New
GKWIM
513
Gerber Kawasaki Wealth & Investment Management
California
$585K +$238K +1,484 +79%
SW
514
Simplicity Wealth
New Jersey
$579K -$604K -3,774 -53%
PFS
515
Prospera Financial Services
Texas
$577K -$187K -1,166 -26%
KIA
516
Knollwood Investment Advisory
Maryland
$576K – – –
WAOTB
517
Wealth Advisors of Tampa Bay
Florida
$575K +$153K +955 +41%
DWT
518
Dorsey & Whitney Trust
South Dakota
$574K +$100K +626 +23%
SA
519
Sanctuary Advisors
Indiana
$567K +$125K +779 +31%
TCA
520
Transcend Capital Advisors
New Jersey
$566K +$522K +3,260 New
EOJOAM
521
E. Ohman J:or Asset Management
Sweden
$560K – – –
SC
522
Scotia Capital
Ontario, Canada
$559K +$23.9K +149 +5%
KG
523
Kilter Group
New York
$542K – – –
CIA
524
Cladis Investment Advisory
Montana
$538K – – –
PCMC
525
Paragon Capital Management (Colorado)
Colorado
$537K – – –