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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1326
Howard Wealth Management
Connecticut
$266K +$220K +5,390 New
GBT
1327
Grove Bank & Trust
Florida
$266K +$8.18K +200 +4%
KWM
1328
Kingsview Wealth Management
Oregon
$266K +$220K +5,388 New
WHG
1329
Westwood Holdings Group
Texas
$266K +$220K +5,386 New
LFAS
1330
Level Four Advisory Services
Texas
$264K -$52.9K -1,294 -19%
BAM
1331
Belpointe Asset Management
Nevada
$264K +$219K +5,344 New
AC
1332
Allstate Corporation
Illinois
$263K -$963K -23,554 -82%
SC
1333
Seldon Capital
California
$263K +$218K +5,336 New
SIC
1334
Sterling Investment Counsel
New York
$261K -$535K -13,076 -71%
PPC
1335
Park Place Capital
Alabama
$259K – – –
OAM
1336
Oxford Asset Management
United Kingdom
$259K +$214K +5,240 New
OWM
1337
Omnitrust Wealth Management
Florida
$258K +$119K +2,922 New
KFSC
1338
Keystone Financial Services (Colorado)
Colorado
$256K +$212K +5,194 New
COCM
1339
Charter Oak Capital Management
New Hampshire
$256K +$212K +5,184 New
GSEP
1340
Golden State Equity Partners
California
$255K +$211K +5,164 New
AGP
1341
Autumn Glory Partners
Texas
$253K +$210K +5,130 New
WC
1342
Wexford Capital
Florida
$252K -$129K -3,154 -38%
CCA
1343
Cottonwood Capital Advisors
Utah
$252K +$209K +5,106 New
WCM
1344
Warburton Capital Management
Oklahoma
$252K +$196K +4,800 New
MSA
1345
Marino Stram & Associates
Massachusetts
$250K +$207K +5,068 New
PCH
1346
PGIM Custom Harvest
New Jersey
$250K +$207K +5,060 New
KIA
1347
KCM Investment Advisors
California
$249K +$207K +5,052 New
SPC
1348
Sigma Planning Corp
Michigan
$249K +$206K +5,036 New
CNB
1349
Camden National Bank
Maine
$248K +$206K +5,032 New
RIL
1350
Rothschild Investment LLC
Illinois
$248K +$20.8K +508 +11%
52 53
54
55 56