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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1201
Basepoint Wealth
Iowa
$1.42M -$1.8M -18,461 -55%
MAM
1202
Mystic Asset Management
Rhode Island
$1.41M +$22.9K +235 +2%
WANY
1203
Wealthspire Advisors (New York)
New York
$1.41M +$129K +1,317 +9%
VVP
1204
Venture Visionary Partners
Ohio
$1.4M +$39.2K +402 +3%
CWM
1205
Cornerstone Wealth Management
Missouri
$1.4M -$30.1K -308 -2%
GAMC
1206
Garner Asset Management Corp
Texas
$1.4M +$9.66K +99 +0.7%
SG
1207
StoneX Group
New York
$1.39M +$334K +3,421 +29%
FFH
1208
Fairfax Financial Holdings
Ontario, Canada
$1.39M -$1.12M -11,500 -43%
AWA
1209
Arete Wealth Advisors
Illinois
$1.39M -$34.5K -354 -2%
KA
1210
Kintegral Advisory
New York
$1.39M +$30.9K +317 +2%
CCM
1211
Coldstream Capital Management
Washington
$1.39M +$60.4K +619 +4%
MC
1212
Middleton & Co
Massachusetts
$1.39M -$46.7K -479 -3%
CCB
1213
Cutter & Co Brokerage
Missouri
$1.38M +$138K +1,409 +10%
EWM
1214
Elmwood Wealth Management
California
$1.38M +$22K +225 +2%
III
1215
Independent Investors Inc
New York
$1.38M – – –
CC
1216
Cadinha & Co
Hawaii
$1.38M -$20.3M -207,688 -93%
ADMI
1217
Albert D. Mason Inc
Massachusetts
$1.38M -$15.1K -155 -1%
SSI
1218
Scott & Selber Inc
Texas
$1.38M -$17.7K -181 -1%
MWVC
1219
Morgens Waterfall Vintiadis & Co
New York
$1.37M -$634K -6,500 -31%
PI
1220
Pettee Investors
Connecticut
$1.37M +$33.7K +345 +2%
DT
1221
Diversified Trust
Tennessee
$1.37M -$197K -2,020 -12%
BTWM
1222
Baker Tilly Wealth Management
Wisconsin
$1.36M -$18.5K -190 -1%
WWM
1223
WT Wealth Management
Arizona
$1.36M -$61.3K -628 -4%
UH
1224
Unigestion Holding
Switzerland
$1.35M +$1.43M +14,628 New
CNBT
1225
Cornerstone National Bank & Trust
Illinois
$1.35M -$75.6K -775 -5%
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