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Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
351
Golden State Wealth Management
California
$2.37K – – –
CT
352
Clearstead Trust
Maine
$2.27K +$2.09K +22 New
First Horizon Advisors
353
First Horizon Advisors
Tennessee
$2.27K -$5.23K -55 -71%
Picton Mahoney Asset Management
354
Picton Mahoney Asset Management
Ontario, Canada
$2K -$1.49M -15,714 -100%
Hantz Financial Services
355
Hantz Financial Services
Michigan
$2K +$1.24K +13 +325%
Cullen/Frost Bankers
356
Cullen/Frost Bankers
Texas
$1.54K – – –
NEWAS
357
N.E.W. Advisory Services
Wisconsin
$1.54K – – –
NC
358
North Capital
Utah
$1.54K +$1.43K +15 New
CFO
359
CVA Family Office
Colorado
$1.24K – – –
FFO
360
Fortitude Family Office
Arizona
$1.24K +$1.14K +12 New
BIA
361
Bell Investment Advisors
California
$1.13K -$570 -6 -35%
GWSG
362
GPS Wealth Strategies Group
Colorado
$1.03K – – –
SouthState Corp
363
SouthState Corp
Florida
$721 – – –
HFS
364
Hughes Financial Services
Virginia
$674 +$570 +6 New
DPW
365
DiNuzzo Private Wealth
Pennsylvania
$618 -$285 -3 -33%
SIC
366
SJS Investment Consulting
Ohio
$412 -$475 -5 -56%
AWM
367
Abound Wealth Management
Tennessee
$309 – – –
HIA
368
HFM Investment Advisors
New Jersey
$309 +$95 +1 +50%
RWM
369
Rialto Wealth Management
New York
$206 -$380 -4 -67%
Harbour Investments
370
Harbour Investments
Wisconsin
$206 +$190 +2 New
BHWM
371
Bay Harbor Wealth Management
Maryland
$205 +$95 +1 +100%
PWM
372
Parkworth Wealth Management
California
$103 -$95 -1 -50%
TIM
373
Tortoise Investment Management
New York
$103 +$95 +1 New
Norges Bank
374
Norges Bank
Norway
– -$14.1M -161,400 Closed
ACA
375
Apis Capital Advisors
New York
– -$4.08M -46,700 Closed