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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
601
Courier Capital
New York
$204K +$199K +172 New
CT
602
Caldwell Trust
Florida
$204K +$29K +25 +17%
MSFS
603
Main Street Financial Solutions
Pennsylvania
$202K +$197K +170 New
LCM
604
LCM Capital Management
Illinois
$202K +$202K +174 New
CPC
605
Consolidated Planning Corp
Georgia
$201K – – –
MGIM
606
M&G Investment Management
United Kingdom
$200K -$232K -200 -54%
BCM
607
Birch Capital Management
Texas
$193K – – –
IA
608
IFP Advisors
Florida
$191K -$12.7K -11 -6%
MUMSS
609
Mitsubishi UFJ Morgan Stanley Securities
Japan
$190K +$185K +160 New
RPWA
610
Regent Peak Wealth Advisors
Georgia
$180K +$176K +152 New
BAM
611
Belpointe Asset Management
Nevada
$167K +$163K +141 New
RAM
612
Riggs Asset Management
Pennsylvania
$166K -$695K -600 -81%
SIM
613
Sonora Investment Management
Arizona
$166K -$1.16K -1 -0.7%
QT
614
Quantbot Technologies
New York
$161K -$4.81M -4,155 -97%
ICM
615
Islay Capital Management
Texas
$155K – – –
CI
616
CX Institutional
Indiana
$147K +$15.1K +13 +12%
QCG
617
Quadrant Capital Group
Ohio
$143K -$29K -25 -17%
MCM
618
Manchester Capital Management
Vermont
$140K – – –
AAP
619
Arax Advisory Partners
Colorado
$139K +$135K +117 New
EA
620
Elm Advisors
California
$138K +$134K +116 New
FPS
621
Fieldpoint Private Securities
Connecticut
$130K +$127K +110 New
VCM
622
Versant Capital Management
Arizona
$124K – – –
BCA
623
Berman Capital Advisors
Georgia
$121K +$47.5K +41 +66%
FPFS
624
First Personal Financial Services
North Carolina
$113K – – –
IAIM
625
International Assets Investment Management
Florida
$113K +$3.58M +3,093 New
23 24
25
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