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Name Holding Trade Value Shares
Change
Change in
Stake
WIA
1001
Wealthstreet Investment Advisors
Texas
$444K
JF
1002
Jump Financial
Illinois
$444K +$171K +1,077 +62%
EMG
1003
ETF Managers Group
New Jersey
$440K +$69.7K +440 +19%
CIM
1004
CIM Investment Management
Pennsylvania
$437K -$18.4K -116 -4%
CCM
1005
Coldstream Capital Management
Washington
$434K +$30.6K +193 +8%
SSA
1006
South Street Advisors
New York
$432K
FFA
1007
First Foundation Advisors
California
$431K +$6.5K +41 +2%
CF
1008
Centaurus Financial
California
$426K
CWM
1009
Circle Wealth Management
New Jersey
$413K
OPPTF
1010
OPSEU Pension Plan Trust Fund
Ontario, Canada
$413K +$17.3K +109 +4%
PCA
1011
Pallas Capital Advisors
Massachusetts
$412K +$381K +2,406 New
GFP
1012
Gryphon Financial Partners
Ohio
$411K +$2.69K +17 +0.7%
OWM
1013
OneAscent Wealth Management
Alabama
$411K +$37.7K +238 +10%
CT
1014
Chicago Trust
Illinois
$409K +$133K +839 +48%
BRWM
1015
B. Riley Wealth Management
Tennessee
$408K +$411K +2,591 New
LAM
1016
LifePro Asset Management
California
$405K -$4.41M -27,846 -92%
WSFS
1017
Wilmington Savings Fund Society
Delaware
$405K -$8.71K -55 -2%
PCP
1018
Proficio Capital Partners
Massachusetts
$404K +$136K +861 +50%
PA
1019
Probity Advisors
Texas
$403K +$405K +2,559 New
IAIM
1020
International Assets Investment Management
Florida
$402K +$221K +1,392 +126%
EWM
1021
Evermay Wealth Management
Virginia
$400K
GIA
1022
Gateway Investment Advisers
Ohio
$399K -$7.76K -49 -2%
RWM
1023
Ritholtz Wealth Management
New York
$399K +$3.8K +24 +1%
SFO
1024
Standard Family Office
South Dakota
$398K -$166K -1,047 -29%
WSC
1025
Wellington Shields & Co
New York
$398K