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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
151
North Star Investment Management
Illinois
$615 +$587 +11 New
SGFG
152
Silver Grove Financial Group
New York
$559 +$533 +10 New
PWA
153
Physician Wealth Advisors
Utah
$392 +$373 +7 New
IA
154
IFP Advisors
Florida
$336 +$107 +2 +50%
KFAS
155
Keating Financial Advisory Services
Kansas
$336 +$320 +6 New
VFM
156
Vision Financial Markets
Connecticut
$301
EP
157
Essential Partners
California
$280 -$7.25K -136 -96%
CA
158
Clearstead Advisors
Ohio
$168 -$11.9K -224 -99%
WETS
159
Wealth Enhancement Trust Services
South Dakota
$112 +$107 +2 New
SAM
160
Smartleaf Asset Management
Massachusetts
$58
BCA
161
Buckley Capital Advisors
Florida
-$7.71M -174,554 Closed
PIP
162
Palisades Investment Partners
California
-$3.99M -90,336 Closed
First Trust Advisors
163
First Trust Advisors
Illinois
-$3.01M -68,050 Closed
HAI
164
Hennessy Advisors Inc
California
-$2.08M -47,102 Closed
XSC
165
X-Square Capital
Puerto Rico
-$1.59M -36,048 Closed
ZDA
166
Zweig-DiMenna Associates
New York
-$1.19M -27,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
167
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$974K -22,048 Closed
Nordea Investment Management
168
Nordea Investment Management
Sweden
-$740K -17,291 Closed
BAM
169
Belpointe Asset Management
Nevada
-$747K -16,920 Closed
Squarepoint
170
Squarepoint
New York
-$650K -14,720 Closed
Corient Private Wealth
171
Corient Private Wealth
Florida
-$619K -14,018 Closed
CCIA
172
Campbell & Co Investment Adviser
Maryland
-$577K -13,065 Closed
Mitsubishi UFJ Asset Management
173
Mitsubishi UFJ Asset Management
Japan
-$571K -12,928 Closed
IC
174
IEQ Capital
California
-$409K -9,261 Closed
VF
175
Virtu Financial
New York
-$347K -7,866 Closed