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ALC

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
376
Belpointe Asset Management
Nevada
$147K +$27.4K +356 +24%
GRP
377
Global Retirement Partners
California
$145K +$17.7K +230 +15%
GWM
378
Geneos Wealth Management
Colorado
$119K – – –
FF
379
FourThought Financial
Florida
$114K -$15.6K -203 -13%
PFSC
380
Peoples Financial Services Corp
Pennsylvania
$113K -$9.24K -120 -8%
AAP
381
Arax Advisory Partners
Colorado
$111K -$7.62K -99 -7%
MHR
382
Matthew Hamilton Rosenberg
$106K – – –
JWA
383
JFS Wealth Advisors
Pennsylvania
$106K +$101K +1,314 New
SSB
384
Sandy Spring Bank
Maryland
$104K -$6.08K -79 -6%
LWM
385
Liberty Wealth Management
California
$102K +$45.6K +592 +89%
MSFP
386
Mark Sheptoff Financial Planning
Connecticut
$95K -$1.54K -20 -2%
SN
387
Sittner & Nelson
Oregon
$92K – – –
MCM
388
Manchester Capital Management
Vermont
$91K +$86.7K +1,127 New
PCH
389
Polar Capital Holdings
United Kingdom
$82K +$31.7M +412,527 +67%
LWP
390
Lumature Wealth Partners
Georgia
$82K – – –
AP
391
Arlington Partners
Alabama
$79K -$385 -5 -0.5%
SNT
392
Security National Trust
West Virginia
$77K – – –
SIC
393
Salem Investment Counselors
North Carolina
$75K +$3.08K +40 +4%
PB
394
Pinnacle Bancorp
Nebraska
$73K – – –
CCA
395
Column Capital Advisors
Indiana
$69K – – –
SAM
396
S.A. Mason
Michigan
$67K +$6.93K +90 +12%
APA
397
American Portfolios Advisors
New York
$65.1K -$3.08K -40 -5%
NFG
398
Next Financial Group
Texas
$62K +$10.8K +140 +23%
EIM
399
Essex Investment Management
Massachusetts
$60K – – –
SC
400
SouthState Corp
Florida
$57K +$54.2K +704 New
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