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Name Holding Trade Value Shares
Change 		Change in
Stake
WE
1076
Wealth Effects
Massachusetts
$1.46M -$23.1K -325 -2%
BCV
1077
Banque Cantonale Vaudoise
Switzerland
$1.46M -$1.13M -15,842 -46%
SC
1078
Sapient Capital
Indiana
$1.45M +$1.31M +18,413 New
CF
1079
Copperwynd Financial
Arizona
$1.45M +$216K +3,034 +20%
IIL
1080
Insight Inv LLC
California
$1.45M +$10.7K +150 +0.8%
JWCA
1081
J.W. Cole Advisors
Florida
$1.44M +$38.9K +546 +3%
BFG
1082
Beacon Financial Group
Texas
$1.44M +$70.2K +986 +6%
NIM
1083
NEOS Investment Management
Connecticut
$1.44M +$289K +4,060 +29%
CIA
1084
Concurrent Investment Advisors
Florida
$1.43M +$1.29M +18,072 New
WCBA
1085
Weaver C. Barksdale & Associates
Tennessee
$1.42M -$321K -4,512 -20%
DCM
1086
Davis Capital Management
Florida
$1.42M +$1.28M +18,001 New
LWM
1087
Ledge Wealth Management
Minnesota
$1.42M -$136K -1,906 -10%
MA
1088
MONECO Advisors
Connecticut
$1.41M -$35.2K -495 -3%
DSC
1089
Duncker Streett & Co
Missouri
$1.41M -$7.12K -100 -0.6%
FFM
1090
Forum Financial Management
Illinois
$1.41M +$206K +2,901 +19%
MMG
1091
Monetary Management Group
Missouri
$1.41M -$35.6K -500 -3%
PSB
1092
Piscataqua Savings Bank
New Hampshire
$1.41M -$2.13K -30 -0.2%
WAM
1093
Westport Asset Management
Connecticut
$1.4M – – –
MS
1094
Madden Securities
Texas
$1.4M -$1.95M -27,358 -61%
BAM
1095
Belpointe Asset Management
Nevada
$1.4M +$238K +3,348 +23%
FCP
1096
Fidelis Capital Partners
Florida
$1.4M +$452K +6,357 +56%
HAM
1097
Harmony Asset Management
Arizona
$1.4M +$1.26M +17,715 New
NP
1098
NorthRock Partners
Minnesota
$1.39M +$661K +9,288 +112%
CM
1099
Columbus Macro
Pennsylvania
$1.38M -$23.3K -328 -2%
PA
1100
PSI Advisors
Florida
$1.38M -$48.8K -686 -4%
42 43
44
45 46