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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1051
Adams Wealth Management
Utah
$406K -$17.6K -315 -5%
BCAM
1052
Boston Common Asset Management
Massachusetts
$403K -$15.6K -280 -4%
FSC
1053
Full Sail Capital
Oklahoma
$402K -$33.4K -600 -8%
BIAS
1054
Beacon Investment Advisory Services
New Jersey
$400K -$66.6K -1,195 -15%
WTB
1055
Washington Trust Bank
Washington
$399K -$1.62K -29 -0.4%
DIM
1056
Delta Investment Management
California
$399K – – –
LWM
1057
Laidlaw Wealth Management
New York
$397K +$48.6K +872 +15%
ER
1058
Enlightenment Research
Florida
$396K +$362K +6,501 New
AA
1059
ALPS Advisors
Colorado
$395K +$361K +6,480 New
BCM
1060
BlueCrest Capital Management
Jersey
$395K +$362K +6,492 New
SMH
1061
Sanders Morris Harris
Texas
$393K – – –
LIA
1062
LBMC Investment Advisors
Tennessee
$393K +$111 +2 +0%
SFA
1063
Sequoia Financial Advisors
Ohio
$393K +$66.2K +1,187 +23%
LB
1064
Leo Brokerage
Texas
$392K +$4.68K +84 +1%
GF
1065
Goodman Financial
Texas
$391K -$318K -5,700 -47%
CFO
1066
CVA Family Office
Colorado
$391K +$50K +897 +16%
APC
1067
Aspire Private Capital
North Carolina
$391K +$59.4K +1,065 +20%
SC
1068
Searle & Co
Connecticut
$389K – – –
PSB
1069
Piscataqua Savings Bank
New Hampshire
$388K +$2.73K +49 +0.8%
MCCP
1070
Mission Creek Capital Partners
California
$387K +$111 +2 +0%
CWM
1071
Concentric Wealth Management
California
$385K -$33.4K -600 -9%
AWM
1072
Accurate Wealth Management
Florida
$383K +$350K +6,284 New
MCM
1073
Murphy Capital Management
New Jersey
$380K +$4.18K +75 +1%
SIA
1074
Sit Investment Associates
Minnesota
$379K +$25.6K +460 +8%
BI
1075
Ballast Inc
Kentucky
$378K +$33.3K +597 +11%
41 42
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