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Name Holding Trade Value Shares
Change 		Change in
Stake
OPW
1076
Osprey Private Wealth
New York
$4.77M – – –
BFA
1077
Bill Few Associates
Pennsylvania
$4.77M +$170K +2,286 +4%
SAMC
1078
Spectrum Asset Management (California)
California
$4.77M -$196K -2,642 -4%
SFG
1079
SevenBridge Financial Group
Pennsylvania
$4.75M -$179K -2,415 -4%
AAP
1080
Arax Advisory Partners
Colorado
$4.73M -$46.7K -630 -1%
WAOTB
1081
Wealth Advisors of Tampa Bay
Florida
$4.73M +$38.2K +515 +0.8%
NHT
1082
New Hampshire Trust
New Hampshire
$4.68M -$554K -7,469 -11%
BCM
1083
Birch Capital Management
Texas
$4.67M -$122K -1,641 -3%
CT
1084
Chicago Trust
Illinois
$4.66M -$249K -3,353 -5%
ET
1085
Equitable Trust
Tennessee
$4.65M -$158K -2,136 -3%
LF
1086
Lantz Financial
Illinois
$4.64M -$38.8K -523 -0.9%
HRC
1087
Hoertkorn Richard Charles
$4.63M -$89.1K -1,201 -2%
JPWM
1088
Jamison Private Wealth Management
Georgia
$4.62M +$2K +27 +0%
AC
1089
Annandale Capital
Texas
$4.62M -$8.46K -114 -0.2%
BMA
1090
Brooks Moore & Associates
Tennessee
$4.61M +$352K +4,742 +9%
4WM
1091
44 Wealth Management
Oregon
$4.61M -$138K -1,863 -3%
SFO
1092
Stokes Family Office
Louisiana
$4.58M +$562K +7,572 +15%
SIC
1093
SFE Investment Counsel
California
$4.58M -$5.94K -80 -0.1%
CIA
1094
Cohen Investment Advisors
New Hampshire
$4.57M +$47.7K +643 +1%
IA
1095
Integrity Alliance
Iowa
$4.55M +$1.77M +23,810 +67%
SWP
1096
Sagespring Wealth Partners
Tennessee
$4.55M +$255K +3,438 +6%
KWA
1097
Kingswood Wealth Advisors
California
$4.53M +$746K +10,060 +21%
NWM
1098
Northcape Wealth Management
New York
$4.51M -$45.7K -616 -1%
CG
1099
Carmignac Gestion
France
$4.49M +$648K +8,731 +18%
CAC
1100
Core Alternative Capital
Georgia
$4.49M +$37K +498 +0.9%
42 43
44
45 46