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Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
1501
Chicago Partners Investment Group
Illinois
$1.08M -$303K -2,666 -22%
FANJ
1502
Financial Architects (New Jersey)
New Jersey
$1.08M +$6.25K +55 +0.6%
CAM
1503
Chesapeake Asset Management
New York
$1.08M – – –
PFGIA
1504
Patriot Financial Group Insurance Agency
Massachusetts
$1.07M +$404K +3,557 +57%
BS
1505
Boenning & Scattergood
Pennsylvania
$1.06M +$59.7K +525 +6%
FCH
1506
Freestone Capital Holdings
Washington
$1.06M +$632K +5,558 +136%
BCM
1507
Bienville Capital Management
New York
$1.06M +$253K +2,227 +30%
FPCG
1508
Fort Pitt Capital Group
Pennsylvania
$1.06M +$309K +2,717 +39%
AAP
1509
Aristotle Atlantic Partners
Florida
$1.06M +$1.09M +9,630 New
NHC
1510
Nicholas Hoffman & Company
Georgia
$1.05M +$71.4K +628 +7%
LWM
1511
Lenox Wealth Management
Ohio
$1.05M -$84.7K -745 -7%
APG
1512
Abacus Planning Group
South Carolina
$1.04M -$27.5K -242 -2%
ACM
1513
Avalon Capital Management
California
$1.04M +$1.08M +9,488 New
PFSC
1514
Peoples Financial Services Corp
Pennsylvania
$1.04M +$5.68K +50 +0.5%
PI
1515
PHH Investments
Texas
$1.03M -$52.4K -461 -5%
SA
1516
Sicart Associates
New York
$1.03M – – –
SWM
1517
Stockman Wealth Management
Montana
$1.03M +$10.8K +95 +1%
SSP
1518
Sapphire Star Partners
Washington
$1.03M -$163K -1,430 -13%
OC
1519
Oakworth Capital
Alabama
$1.03M +$59.6K +524 +6%
BCM
1520
Brasada Capital Management
Texas
$1.03M +$1.02M +9,000 +2,493%
AAM
1521
Auxier Asset Management
Oregon
$1.02M – – –
EWM
1522
Empirical Wealth Management
Washington
$1.02M +$504K +4,433 +91%
BAM
1523
Belpointe Asset Management
Nevada
$1.02M +$97.2K +855 +10%
HHAA
1524
Henry H. Armstrong Associates
Pennsylvania
$1.02M – – –
MRCM
1525
M&R Capital Management
New Jersey
$1.02M – – –
59 60
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