Name Holding Trade Value Shares
Change
Change in
Stake
EPW
1676
Evergreen Private Wealth
Colorado
$190K +$573 +4 +0.3%
BC
1677
Broadwater Capital
Massachusetts
$190K – – –
PPC
1678
Park Place Capital
Alabama
$183K -$10.9K -76 -5%
OLVIG
1679
Oliver Lagore Vanvalin Investment Group
Michigan
$183K – – –
FFO
1680
Fortitude Family Office
Arizona
$179K -$9.17K -64 -5%
MAM
1681
Marquette Asset Management
Minnesota
$178K – – –
SIC
1682
SJS Investment Consulting
Ohio
$177K -$1.72K -12 -0.9%
AGWCA
1683
Annis Gardner Whiting Capital Advisors
Florida
$172K -$38.7K -270 -17%
TLA
1684
Tanglewood Legacy Advisors
Texas
$170K +$181K +1,260 New
EWA
1685
EverSource Wealth Advisors
Alabama
$169K -$41.7K -291 -19%
HCM
1686
Hollencrest Capital Management
California
$167K +$57.3K +400 +48%
CUAMC
1687
China Universal Asset Management Company
China
$167K -$447K -3,120 -72%
SC
1688
Solstein Capital
California
$165K – – –
A
1689
Allianz
Germany
$165K – – –
AA
1690
Addison Advisors
Vermont
$164K -$9.17K -64 -5%
OP
1691
ORG Partners
Indiana
$163K -$6.88K -48 -4%
PPA
1692
Painted Porch Advisors
California
$163K -$33.3K -232 -16%
RAM
1693
Ramirez Asset Management
New York
$162K – – –
GCM
1694
GKV Capital Management
California
$162K +$172K +1,200 New
HNW
1695
High Note Wealth
Minnesota
$161K -$18.6K -130 -10%
PFG
1696
Putney Financial Group
California
$152K +$161K +1,125 New
CPBTD
1697
Central Pacific Bank - Trust Division
Hawaii
$152K -$1.3M -9,068 -89%
RA
1698
Rise Advisors
New York
$150K -$17.2K -120 -10%
TCM
1699
Tradewinds Capital Management
Washington
$150K – – –
FDCP
1700
Foster Dykema Cabot & Partners
Massachusetts
$149K -$16.1K -112 -9%