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Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
1201
Freestone Capital Holdings
Washington
$1.05M -$97.4K -1,369 -8%
ADMI
1202
Albert D. Mason Inc
Massachusetts
$1.05M +$73.8K +1,037 +7%
CF
1203
Copperwynd Financial
Arizona
$1.04M +$223K +3,139 +26%
TAM
1204
Trust Asset Management
Texas
$1.04M – – –
EWM
1205
Elmwood Wealth Management
California
$1.04M -$21.9K -308 -2%
SW
1206
SteelPeak Wealth
California
$1.04M +$65.9K +926 +7%
FFH
1207
Fairfax Financial Holdings
Ontario, Canada
$1.04M – – –
FFM
1208
Forum Financial Management
Illinois
$1.04M +$6.12K +86 +0.6%
CF
1209
Centaurus Financial
California
$1.03M +$504K +7,088 +90%
RBFC
1210
Roman Butler Fullerton & Co
Missouri
$1.03M +$153K +2,150 +18%
LIM
1211
Leavell Investment Management
Alabama
$1.03M +$14.2K +200 +1%
SSI
1212
Scott & Selber Inc
Texas
$1.03M -$3.98K -56 -0.4%
LW
1213
Lauer Wealth
Indiana
$1.03M +$260K +3,649 +37%
FANJ
1214
Financial Architects (New Jersey)
New Jersey
$1.03M +$280K +3,930 +36%
BWP
1215
Baldwin Wealth Partners
Massachusetts
$1.02M -$712 -10 -0.1%
CP
1216
Camelot Portfolios
Ohio
$1.02M +$128K +1,805 +14%
BAM
1217
Belpointe Asset Management
Nevada
$1.02M -$1.82M -25,542 -63%
AC
1218
Addison Capital
Pennsylvania
$1.02M -$68.7K -965 -6%
APP
1219
Avantax Planning Partners
Iowa
$1.01M +$142K +2,002 +16%
CPIG
1220
Chicago Partners Investment Group
Illinois
$1.01M +$27.4K +385 +3%
LB
1221
Leo Brokerage
Texas
$1.01M +$238K +3,344 +30%
PWG
1222
Portside Wealth Group
Utah
$1.01M +$1.04M +14,558 New
USB
1223
Union Savings Bank
Connecticut
$1M +$955K +13,424 New
KCM
1224
Knoll Capital Management
Florida
$1M – – –
CL
1225
CSS LLC
Illinois
$1M +$107K +1,500 +12%
47 48
49
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