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Name Holding Trade Value Shares
Change
Change in
Stake
NAM
701
NorthCrest Asset Manangement
Minnesota
$483K +$77.1K +930 +24%
FFA
702
Farther Finance Advisors
California
$480K +$75.9K +916 +23%
FHA
703
First Horizon Advisors
Tennessee
$478K +$96.7K +1,166 +32%
FSA
704
Financial Sense Advisors
California
$478K +$398K +4,802 New
PWS
705
Precision Wealth Strategies
Missouri
$475K +$13.7K +165 +4%
PF
706
Phoenix Financial
Israel
$473K +$75.5K +911 +24%
AG
707
AlTi Global
New York
$468K
MA
708
MONECO Advisors
Connecticut
$467K +$50.6K +610 +15%
SWM
709
Segment Wealth Management
Texas
$465K
HFS
710
Hantz Financial Services
Michigan
$464K -$42.1K -508 -10%
KPWS
711
Kestra Private Wealth Services
Texas
$459K +$16.4K +198 +5%
MGP
712
Metis Global Partners
California
$458K -$236K -2,850 -38%
JPMIA
713
J.P. Marvel Investment Advisors
Massachusetts
$458K
ETC
714
Exchange Traded Concepts
Oklahoma
$456K -$3.85M -46,409 -91%
AAM
715
Azzad Asset Management
Virginia
$456K +$380K +4,585 New
FBT
716
First Bankers Trust
Kentucky
$450K +$375K +4,524 New
DADC
717
D.A. Davidson & Co
Montana
$450K -$240K -2,897 -39%
VT
718
Vise Technologies
New York
$444K +$132K +1,588 +55%
MMA
719
Mizuho Markets Americas
New York
$444K +$370K +4,461 New
KeyBank National Association
720
KeyBank National Association
Ohio
$436K +$37.8K +456 +12%
DAS
721
Dynamic Advisor Solutions
Arizona
$436K +$363K +4,379 New
TPA
722
Trivium Point Advisory
Connecticut
$434K +$289K +3,484 New
PCM
723
Presidio Capital Management
California
$430K +$359K +4,325 New
LFAS
724
Level Four Advisory Services
Texas
$430K -$89.8K -1,083 -22%
PPW
725
Parcion Private Wealth
Washington
$429K +$357K +4,310 New