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Name Holding Trade Value Shares
Change
Change in
Stake
MPM
1101
MBB Public Markets
Illinois
$325K +$352K +6,480 New
PA
1102
Perennial Advisors
New York
$325K +$352K +6,467 New
HCM
1103
Hollencrest Capital Management
California
$324K – – –
WC
1104
Wynn Capital
Georgia
$324K – – –
FineMark National Bank & Trust
1105
FineMark National Bank & Trust
Florida
$324K – – –
PFBT
1106
Parkside Financial Bank & Trust
Missouri
$323K +$3.54K +65 +1%
CCIA
1107
Cherry Creek Investment Advisors
Colorado
$323K +$14.1K +260 +4%
CG
1108
Cynosure Group
Utah
$322K +$94.7K +1,741 +37%
R.M. Davis Inc
1109
R.M. Davis Inc
Maine
$319K -$16.3K -300 -5%
PPWP
1110
Premier Path Wealth Partners
New Jersey
$318K +$17.4K +320 +5%
PP
1111
PDS Planning
Ohio
$317K +$25.5K +469 +8%
Geneos Wealth Management
1112
Geneos Wealth Management
Colorado
$317K -$106K -1,955 -24%
SA
1113
Sovran Advisors
California
$316K +$357K +6,556 New
CIAS
1114
Capital Investment Advisory Services
North Carolina
$316K -$15.3K -281 -4%
WSCM
1115
Wellington Shields Capital Management
New York
$314K -$54.4K -1,000 -14%
FPCP
1116
Fort Point Capital Partners
California
$312K +$20.2K +371 +6%
CHP
1117
Cable Hill Partners
Oregon
$312K -$201K -3,690 -37%
LA
1118
Legacy Advisors
Pennsylvania
$312K -$18.3K -336 -5%
RRWA
1119
Rainey & Randall Wealth Advisors
Florida
$311K – – –
IIM
1120
Ipswich Investment Management
Massachusetts
$310K +$10.9K +200 +3%
FFA
1121
Founders Financial Alliance
North Carolina
$310K +$95.7K +1,759 +40%
Belpointe Asset Management
1122
Belpointe Asset Management
Nevada
$309K +$94.1K +1,730 +39%
LAM
1123
Lifestyle Asset Management
Texas
$309K +$26.6K +490 +9%
AF
1124
Advisornet Financial
Minnesota
$309K -$61.2K -1,126 -15%
BWP
1125
BSW Wealth Partners
Colorado
$308K -$189K -3,475 -36%