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Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
876
Keudell/Morrison Wealth Management
Oregon
$241K +$233K +987 New
FW
877
FullCircle Wealth
Texas
$240K +$1.89K +8 +0.8%
BBA
878
Baader Bank Aktiengesellschaft
Germany
$239K +$243K +1,028 New
LF
879
Lantz Financial
Illinois
$238K +$230K +973 New
DDPIC
880
Deroy & Devereaux Private Investment Counsel
Michigan
$237K – – –
WIM
881
Westside Investment Management
California
$236K – – –
FC
882
FORA Capital
Florida
$235K -$4.51M -19,084 -95%
UB
883
UMB Bank
Missouri
$234K +$12.8K +54 +6%
SPC
884
Sigma Planning Corp
Michigan
$233K +$225K +954 New
CAM
885
Claret Asset Management
Quebec, Canada
$232K +$1.18K +5 +0.5%
OWA
886
Opal Wealth Advisors
New York
$231K +$11.1K +47 +5%
LAM
887
LifePro Asset Management
California
$231K +$223K +944 New
SMA
888
Sage Mountain Advisors
Georgia
$228K +$220K +932 New
MW
889
Marcum Wealth
Ohio
$226K +$218K +925 New
SS
890
Sunbelt Securities
Texas
$224K +$472 +2 +0.2%
SAM
891
Smartleaf Asset Management
Massachusetts
$224K +$119K +505 +122%
SAMT
892
Select Asset Management & Trust
Pennsylvania
$220K -$7.32K -31 -3%
CSC
893
Caldwell Sutter Capital
California
$220K – – –
EWA
894
EverSource Wealth Advisors
Alabama
$220K -$51.5K -218 -19%
APM
895
a16z Perennial Management
California
$219K – – –
SSB
896
Sandy Spring Bank
Maryland
$218K – – –
GWMR
897
GC Wealth Management RIA
Massachusetts
$217K +$209K +887 New
QCG
898
Quadrant Capital Group
Ohio
$216K -$472 -2 -0.2%
JAM
899
Jupiter Asset Management
United Kingdom
$216K +$209K +885 New
VDI
900
Vaughan David Investments
Illinois
$215K +$208K +879 New
34 35
36
37 38