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Name Holding Trade Value Shares
Change
Change in
Stake
PTP
801
Platform Technology Partners
New York
$268K +$235K +5,246 New
BAM
802
Belpointe Asset Management
Nevada
$267K +$41.5K +925 +21%
CIAS
803
Capital Investment Advisory Services
North Carolina
$267K +$235K +5,233 New
W
804
WealthStone
Ohio
$265K +$233K +5,192 New
MGIA
805
Moneta Group Investment Advisors
Missouri
$264K +$232K +5,176 New
BCM
806
Blume Capital Management
California
$263K -$6.72K -150 -3%
CF
807
Centaurus Financial
California
$263K +$231K +5,148 New
ProShare Advisors
808
ProShare Advisors
Maryland
$263K +$231K +5,148 New
CBA
809
Coastal Bridge Advisors
Connecticut
$260K +$228K +5,094 New
V
810
Veritable
Delaware
$259K -$47.5K -1,061 -17%
HB
811
Homrich & Berg
Georgia
$259K +$227K +5,069 New
FFN
812
Focus Financial Network
Minnesota
$258K +$227K +5,055 New
CMTU
813
Capital Markets Trading (UK)
United Kingdom
$255K +$224K +5,000 New
NWA
814
Navis Wealth Advisors
New York
$255K +$224K +5,000 New
OWA
815
Opal Wealth Advisors
New York
$253K +$222K +4,957 New
KA
816
Kovack Advisors
Florida
$251K +$220K +4,912 New
IWM
817
IHT Wealth Management
Illinois
$248K -$158K -3,526 -42%
PFGIA
818
Patriot Financial Group Insurance Agency
Massachusetts
$248K +$137K +3,052 +168%
QC
819
QCM Cayman
Texas
$246K +$216K +4,815 New
BSW
820
Buckingham Strategic Wealth
Missouri
$246K +$216K +4,820 New
EI
821
Ethic Inc
New York
$246K +$216K +4,825 New
CFG
822
Citizens Financial Group
Rhode Island
$246K +$216K +4,830 New
PA
823
PSI Advisors
Florida
$246K +$217K +4,835 New
SQA
824
Simon Quick Advisors
New Jersey
$245K -$26.6K -594 -11%
HAFS
825
Hapanowicz & Associates Financial Services
Pennsylvania
$244K +$214K +4,785 New