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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
826
Belpointe Asset Management
Nevada
$251K -$23.8K -325 -9%
WWMSC
827
Wagner Wealth Management (South Carolina)
South Carolina
$248K +$251K +3,430 New
HNWAG
828
High Net Worth Advisory Group
Florida
$248K -$4.03K -55 -2%
MHC
829
Meyer Handelman Company
New York
$247K -$152K -2,075 -38%
EP
830
Elkhorn Partners
Nebraska
$246K +$38.2K +521 +18%
AAM
831
Advisors Asset Management
Colorado
$245K +$37.1K +506 +18%
JAM
832
Jupiter Asset Management
United Kingdom
$243K – – –
AF
833
Allworth Financial
California
$242K -$147 -2 -0.1%
TPWA
834
TRUE Private Wealth Advisors
Oregon
$240K -$5.13K -70 -2%
LJAC
835
L.J. Altfest & Co
New York
$239K +$28K +382 +13%
WFO
836
Wealthgate Family Office
Colorado
$236K – – –
CWM
837
Cornerstone Wealth Management
Missouri
$235K -$20.4K -279 -8%
AF
838
Advisornet Financial
Minnesota
$235K +$7.69K +105 +3%
IC
839
Inscription Capital
Texas
$233K +$236K +3,215 New
KCM
840
Kathmere Capital Management
Pennsylvania
$231K -$293 -4 -0.1%
HIA
841
Harbor Investment Advisory
Maryland
$230K -$7.4K -101 -0.1%
GT
842
Glenmede Trust
Pennsylvania
$227K +$8.94K +122 +4%
SAM
843
Silvercrest Asset Management
New York
$227K -$174K -2,377 -43%
WWM
844
Western Wealth Management
Colorado
$226K +$34.6K +472 +18%
HI
845
Hudock Inc
Pennsylvania
$223K +$17.5K +239 +8%
BFEC
846
Benjamin F. Edwards & Company
Missouri
$223K +$28K +382 +14%
VT
847
Vise Technologies
New York
$222K +$225K +3,066 New
CAM
848
Chesapeake Asset Management
New York
$221K -$4.76K -65 -2%
ECG
849
Edge Capital Group
Georgia
$221K +$513 +7 +0.2%
9WM
850
9258 Wealth Management
Ohio
$218K +$73 +1 +0%
32 33
34
35 36