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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
QWP
1151
Quotient Wealth Partners
Texas
$330K +$14.6K +76 +5%
FCAS
1152
First Command Advisory Services
Texas
$329K +$314K +1,635 +6,056%
GAAM
1153
Guinness Atkinson Asset Management
California
$328K -$31.9K -166 -9%
BCP
1154
Blue Chip Partners
Michigan
$328K +$1.54K +8 +0.5%
SAM
1155
Strategy Asset Managers
California
$326K +$14.4K +75 +5%
AC
1156
Allstate Corporation
Illinois
$326K -$7.31K -38 -2%
RWM
1157
Rockline Wealth Management
New York
$326K -$6.34K -33 -2%
SIC
1158
Salem Investment Counselors
North Carolina
$326K +$46K +239 +17%
WA
1159
Wealth Alliance
New York
$325K -$23.8K -124 -7%
MFA
1160
Mayflower Financial Advisors
Massachusetts
$323K +$84.4K +439 +37%
PP
1161
Patten & Patten
Tennessee
$323K +$6.73K +35 +2%
BFO
1162
Biltmore Family Office
North Carolina
$323K – – –
PPWP
1163
Premier Path Wealth Partners
New Jersey
$322K -$6.34K -33 -2%
BFA
1164
Beaumont Financial Advisors
Massachusetts
$322K +$6.34K +33 +2%
PFBT
1165
Parkside Financial Bank & Trust
Missouri
$322K +$11K +57 +4%
BAM
1166
Belpointe Asset Management
Nevada
$320K -$132K -686 -30%
PAMG
1167
Patton Albertson Miller Group
Tennessee
$319K – – –
PI
1168
PFG Investments
New York
$318K +$52.9K +275 +21%
QC
1169
Quent Capital
New York
$318K +$7.5K +39 +2%
MWPCG
1170
Measured Wealth Private Client Group
New Hampshire
$318K -$33.5K -174 -10%
SWM
1171
SeaCrest Wealth Management
New York
$314K -$4.81K -25 -2%
T
1172
TNF
Montana
$314K +$192 +1 +0.1%
PWM
1173
Power Wealth Management
Georgia
$314K -$24.2K -126 -7%
AWM
1174
Accurate Wealth Management
Florida
$313K -$1.35K -7 -0.4%
OWA
1175
ORBA Wealth Advisors
Illinois
$311K – – –
45 46
47
48 49