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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1001
Lindbrook Capital
California
$644K +$15.6K +93 +3%
BAM
1002
Belpointe Asset Management
Nevada
$644K +$137K +816 +30%
MA
1003
Montag & Associates
Georgia
$642K – – –
CFGS
1004
Concourse Financial Group Securities
Alabama
$641K +$61.9K +368 +12%
SCP
1005
Shorepoint Capital Partners
Massachusetts
$640K +$590K +3,510 New
GIM
1006
Groesbeck Investment Management
New Jersey
$639K +$50.5K +300 +9%
BS
1007
Bessemer Securities
New York
$638K – – –
CAM
1008
Chesapeake Asset Management
New York
$636K +$586K +3,487 New
RIA
1009
Realta Investment Advisors
Delaware
$636K +$589K +3,504 New
BEC
1010
Blue Edge Capital
Virginia
$635K +$585K +3,479 New
BCP
1011
Berkeley Capital Partners
Georgia
$633K +$168 +1 +0%
BDWM
1012
Brewin Dolphin Wealth Management
Ireland
$631K +$168K +1,000 +41%
NG
1013
Northstar Group
New York
$624K +$37.8K +225 +7%
AWM
1014
AllSquare Wealth Management
New York
$623K -$92.5K -550 -14%
SCM
1015
Schnieders Capital Management
California
$622K +$12.6K +75 +2%
GRP
1016
Global Retirement Partners
California
$621K +$81.2K +483 +17%
LSPW
1017
Lake Street Private Wealth
Illinois
$620K +$571K +3,397 New
TAM
1018
Tyers Asset Management
Texas
$618K +$185K +1,100 +48%
EWM
1019
Edge Wealth Management
New York
$615K -$8.41K -50 -1%
CI
1020
Conning Inc
Connecticut
$612K – – –
LIM
1021
Leavell Investment Management
Alabama
$611K +$56.2K +334 +11%
WSTAM
1022
Wilbanks Smith & Thomas Asset Management
Virginia
$608K +$120K +713 +27%
RCM
1023
Riverhead Capital Management
Delaware
$607K +$156K +929 +39%
GA
1024
Gateway Advisory
New Jersey
$607K +$559K +3,325 New
FAM
1025
Formidable Asset Management
Ohio
$603K +$353K +2,101 New
39 40
41
42 43