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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1026
Schnieders Capital Management
California
$604K +$26.4K +153 +4%
LSPW
1027
Lake Street Private Wealth
Illinois
$604K +$29.3K +170 +5%
AFC
1028
AFT Forsyth & Company
Florida
$597K -$866K -5,020 -59%
FANJ
1029
Financial Architects (New Jersey)
New Jersey
$596K +$65.8K +381 +12%
BS
1030
Bessemer Securities
New York
$592K – – –
CT
1031
Coastline Trust
Rhode Island
$588K +$126K +730 +27%
FCM
1032
Flinton Capital Management
Pennsylvania
$584K -$150K -868 -20%
BDWM
1033
Brewin Dolphin Wealth Management
Ireland
$576K -$10.4K -60 -2%
HCM
1034
Highlander Capital Management
New Jersey
$576K +$60.4K +350 +11%
LIM
1035
Leavell Investment Management
Alabama
$568K -$173 -1 -0%
WWM
1036
Western Wealth Management
Colorado
$567K -$99.9K -579 -15%
CAMG
1037
CWA Asset Management Group
Florida
$564K +$81.1K +470 +16%
OFS
1038
OneAscent Financial Services
Alabama
$562K +$572K +3,317 New
IWA
1039
Intercontinental Wealth Advisors
Texas
$560K +$76.6K +444 +16%
WSTAM
1040
Wilbanks Smith & Thomas Asset Management
Virginia
$559K -$6.56K -38 -1%
GA
1041
Gateway Advisory
New Jersey
$558K -$5.87K -34 -1%
GIM
1042
Groesbeck Investment Management
New Jersey
$556K -$38K -220 -6%
AIA
1043
Armor Investment Advisors
North Carolina
$556K +$8.11K +47 +1%
AFP
1044
Ausdal Financial Partners
Iowa
$556K +$50K +290 +10%
PWM
1045
Perigon Wealth Management
California
$554K +$58.9K +341 +12%
PAMG
1046
Patton Albertson Miller Group
Tennessee
$554K +$600K +3,479 New
AA
1047
Apriem Advisors
California
$550K -$55.2K -320 -9%
LWAC
1048
Laurel Wealth Advisors (California)
California
$549K +$61.8K +358 +12%
BAM
1049
Belpointe Asset Management
Nevada
$548K -$50.2K -291 -8%
GLA
1050
Good Life Advisors
Pennsylvania
$548K +$7.42K +43 +1%
40 41
42
43 44