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Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
1476
Capstone Investment Advisors
New York
$209K -$1.13M -8,309 -86%
KFS
1477
Kelly Financial Services
Massachusetts
$209K +$191K +1,406 New
TIM
1478
Tortoise Investment Management
New York
$208K
RSS
1479
Rosenblum Silverman Sutton
California
$208K +$190K +1,400 New
OPPS
1480
Obsidian Personal Planning Solutions
Maryland
$207K +$161K +1,190 New
DS
1481
DRW Securities
Illinois
$207K +$136K +1,000 New
ADL
1482
Asset Dedication LLC
California
$207K +$2.71K +20 +1%
TWG
1483
The Wealth Group
Minnesota
$206K +$188K +1,384 New
TL
1484
Tradewinds LLC
North Carolina
$205K +$187K +1,380 New
BPAMU
1485
BTG Pactual Asset Management US
New York
$204K +$186K +1,372 New
BPW
1486
BLVD Private Wealth
Kentucky
$204K +$186K +1,371 New
FCM
1487
Fourpath Capital Management
Oklahoma
$202K +$184K +1,356 New
LCM
1488
LCM Capital Management
Illinois
$201K +$184K +1,355 New
IAG
1489
Investment Advisory Group
Massachusetts
$201K +$183K +1,350 New
PWS
1490
Proactive Wealth Strategies
Georgia
$201K +$183K +1,350 New
JWA
1491
JFS Wealth Advisors
Pennsylvania
$197K
BDPWM
1492
Barnes Dennig Private Wealth Management
Ohio
$195K +$10.8K +80 +6%
RA
1493
Rise Advisors
New York
$193K
GI
1494
GAMMA Investing
California
$193K +$46.8K +345 +36%
CT
1495
Coastline Trust
Rhode Island
$193K +$142K +1,049 +423%
CFO
1496
CVA Family Office
Colorado
$188K -$44.7K -330 -21%
HNB
1497
Hilltop National Bank
Wyoming
$182K +$29.1K +215 +21%
PP
1498
PFS Partners
New Jersey
$177K -$45.1K -333 -22%
BT
1499
Banque Transatlantique
France
$177K -$100K -740 -38%
ABWM
1500
Alpine Bank Wealth Management
Colorado
$174K -$16.3K -120 -9%