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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
651
Brookstone Capital Management
Illinois
$278K -$67.4K -2,243 -19%
KAM
652
KEB Asset Management
Illinois
$277K – – –
SP
653
Successful Portfolios
Florida
$276K +$29.6K +985 +12%
CCM
654
Coldstream Capital Management
Washington
$275K -$84.5K -2,812 -23%
SWM
655
SeaCrest Wealth Management
New York
$274K -$723K -24,077 -72%
DFG
656
Delta Financial Group
New Jersey
$274K +$42K +1,399 +18%
HCP
657
Hexagon Capital Partners
Arkansas
$273K -$23.7K -788 -8%
SG
658
StoneX Group
New York
$273K +$278K +9,237 New
UCB
659
United Community Bank
South Carolina
$273K +$28.5K +950 +11%
PCM
660
Perkins Capital Management
Minnesota
$272K -$34.6K -1,150 -11%
BAM
661
Belpointe Asset Management
Nevada
$272K -$10.2K -341 -4%
WT
662
Whittier Trust
California
$271K -$81.6K -2,716 -23%
PP
663
PDS Planning
Ohio
$271K +$64.4K +2,145 +31%
GSEP
664
Golden State Equity Partners
California
$271K +$38.7K +1,287 +16%
PWM
665
Perigon Wealth Management
California
$271K +$9.58K +319 +4%
FFN
666
Focus Financial Network
Minnesota
$270K -$40.8K -1,359 -13%
AMG
667
Advisors Management Group
Wisconsin
$270K -$4.09K -136 -1%
SXL
668
Summit X LLC
Missouri
$270K +$7.54K +251 +3%
LBC
669
Lowe Brockenbrough & Co
Virginia
$267K -$36.6K -1,217 -12%
HCM
670
Hollencrest Capital Management
California
$266K – – –
PTC
671
Private Trust Company
Ohio
$265K – – –
CG
672
Clarus Group
Texas
$263K +$661 +22 +0.2%
NWAG
673
Net Worth Advisory Group
Utah
$263K -$4.93K -164 -2%
OFS
674
OneAscent Financial Services
Alabama
$263K +$267K +8,896 New
QI
675
Qtron Investments
Massachusetts
$261K -$80.4K -2,677 -23%
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