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Name Holding Trade Value Shares
Change 		Change in
Stake
CMANY
851
Capital Management Associates (New York)
New York
$835K -$157K -1,000 -15%
WPP
852
Whalerock Point Partners
Rhode Island
$834K – – –
SWMG
853
Strategic Wealth Management Group
Maryland
$831K -$1.88K -12 -0.2%
CBT
854
Capital Bank & Trust
California
$821K +$22.9K +146 +3%
SFI
855
SPC Financial Inc
Maryland
$817K -$43.1K -275 -5%
TA
856
Tiedemann Advisors
New York
$809K -$2.35M -14,978 -74%
BCWM
857
Blue Chip Wealth Management
Florida
$807K +$33.1K +211 +4%
BWM
858
BigSur Wealth Management
Florida
$801K -$219K -1,400 -21%
FBT
859
First Bank & Trust
South Dakota
$801K -$61.7K -394 -7%
KWM
860
Kingsview Wealth Management
Oregon
$799K -$257K -1,641 -24%
SWM
861
SeaCrest Wealth Management
New York
$787K -$60.5K -386 -7%
GTAM
862
Global Trust Asset Management
Florida
$787K +$664K +4,235 +445%
SA
863
Strategic Advisors
New York
$785K +$38.6K +246 +5%
RAM
864
Redmond Asset Management
Virginia
$781K +$807K +5,149 New
NWS
865
Newport Wealth Strategies
California
$778K -$28.2K -180 -4%
JWS
866
Juncture Wealth Strategies
Arizona
$776K -$69.9K -446 -8%
BEC
867
Blue Edge Capital
Virginia
$771K +$228K +1,457 +40%
IR
868
Invictus RG
Bermuda
$769K +$243K +1,550 +44%
LB
869
Legacy Bridge
Iowa
$761K +$101K +644 +15%
SIG
870
Sargent Investment Group
Maryland
$759K – – –
1WA
871
180 Wealth Advisors
Washington
$758K -$15.4K -98 -2%
MFG
872
MidWestOne Financial Group
Iowa
$756K +$781K +4,986 New
CCM
873
Compton Capital Management
Rhode Island
$748K +$50.1K +320 +7%
SFSIG
874
San Francisco Sentry Investment Group
California
$739K – – –
BWM
875
Buckley Wealth Management
Nevada
$735K +$45.4K +290 +6%
33 34
35
36 37