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Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1201
Winton Group
United Kingdom
$321K +$61.6K +357 +23%
CIAS
1202
Capital Investment Advisory Services
North Carolina
$317K -$32.8K -190 -9%
BW
1203
Biegel & Waller
Maryland
$316K +$5.35K +31 +2%
COI
1204
Capital One Investing
Virginia
$315K +$51.8K +300 +19%
SG
1205
StoneX Group
New York
$314K +$84.4K +489 +36%
BOPW
1206
Brandywine Oak Private Wealth
Pennsylvania
$312K -$54.9K -318 -16%
FFA
1207
First Foundation Advisors
California
$312K +$59.7K +346 +23%
NAM
1208
North American Management
Massachusetts
$309K +$315K +1,825 New
BWCS
1209
Beirne Wealth Consulting Services
Connecticut
$304K -$460K -2,665 -60%
CAAS
1210
Capital Asset Advisory Services
Michigan
$304K +$309K +1,793 New
DI
1211
Diligent Investors
California
$298K -$3.62K -21 -1%
BCA
1212
Biltmore Capital Advisors
New Jersey
$297K – – –
CWS
1213
Cypress Wealth Services
California
$297K +$41.2K +239 +16%
QPWM
1214
Quadrant Private Wealth Management
Pennsylvania
$296K +$16.6K +96 +6%
GFS
1215
GYL Financial Synergies
Connecticut
$293K +$83.4K +483 +39%
LWA
1216
Lenox Wealth Advisors
New York
$287K -$2.07K -12 -0.7%
FB
1217
Fulton Bank
Pennsylvania
$287K +$56.8K +329 +24%
DAS
1218
Dynamic Advisor Solutions
Arizona
$287K +$292K +1,691 New
MWM
1219
Meridian Wealth Management
Kentucky
$285K -$113K -656 -28%
CAM
1220
CenterStar Asset Management
Illinois
$285K – – –
CAM
1221
Close Asset Management
United Kingdom
$282K +$152K +880 +112%
TA
1222
Teton Advisors
New York
$282K +$287K +1,664 New
BW
1223
Bison Wealth
Georgia
$281K +$286K +1,660 New
BAM
1224
Bruderman Asset Management
New York
$280K -$487K -2,820 -63%
NGA
1225
Naples Global Advisors
Florida
$277K – – –
47 48
49
50 51