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Name Holding Trade Value Shares
Change
Change in
Stake
SC
576
Syon Capital
California
$260K +$252K +1,147 New
OWA
577
Opal Wealth Advisors
New York
$259K +$5.28K +24 +2%
TAM
578
Trust Asset Management
Texas
$258K -$2.64K -12 -1%
BRWA
579
B. Riley Wealth Advisors
Florida
$258K +$6.82K +31 +3%
ACM
580
Alta Capital Management
Utah
$257K -$20K -91 -7%
CWA
581
Crux Wealth Advisors
California
$250K -$157K -715 -39%
LCM
582
Logan Capital Management
Pennsylvania
$249K – – –
B
583
Bailard
California
$249K +$1.98K +9 +0.8%
WPC
584
Wedmont Private Capital
Pennsylvania
$241K +$240K +1,092 New
HAG
585
HighPoint Advisor Group
Illinois
$240K +$37.8K +172 +19%
Fisher Asset Management
586
Fisher Asset Management
Washington
$240K +$11K +50 +5%
NP
587
NorthRock Partners
Minnesota
$240K -$12.8K -58 -5%
PA
588
Parallel Advisors
California
$236K +$29.3K +133 +15%
OC
589
Oarsman Capital
Wisconsin
$235K – – –
FW
590
FullCircle Wealth
Texas
$235K +$229K +1,042 New
PP
591
PDS Planning
Ohio
$232K +$225K +1,025 New
PDL
592
Portfolio Design Labs
California
$228K +$221K +1,005 New
NAM
593
NTV Asset Management
West Virginia
$227K – – –
PCMC
594
Paragon Capital Management (Colorado)
Colorado
$227K – – –
FCP
595
Fidelis Capital Partners
Florida
$225K -$6.82K -31 -3%
BFM
596
Boothbay Fund Management
New York
$224K -$320K -1,453 -59%
CI
597
Cigna Investments
Connecticut
$224K -$4.62K -21 -2%
CFFP
598
Center for Financial Planning
Michigan
$224K +$4.4K +20 +2%
AC
599
Asio Capital
Kentucky
$222K -$1.1K -5 -0.5%
SIC
600
Sigma Investment Counselors
Michigan
$221K – – –