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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
451
Belpointe Asset Management
Nevada
$320K +$6.81K +1,229 +2%
PA
452
Parallel Advisors
California
$319K +$156K +28,238 +117%
CFA
453
Capstone Financial Advisors
Illinois
$317K – – –
PIA
454
Powell Investment Advisors
Florida
$316K -$37.1K -6,694 -11%
SMH
455
Sanders Morris Harris
Texas
$316K +$96.9K +17,500 +51%
IB
456
Intrust Bank
Kansas
$313K -$39.4K -7,115 -12%
PCM
457
Pointe Capital Management
Michigan
$312K – – –
FI
458
FormulaFolio Investments
Michigan
$312K +$22.1K +3,982 +8%
SPA
459
Sentinel Pension Advisors
Massachusetts
$312K +$22.3K +4,025 +9%
CCP
460
Corient Capital Partners
California
$310K -$177K -31,884 -39%
MYAM
461
Meiji Yasuda Asset Management
Japan
$309K +$112K +20,290 +66%
NFG
462
Next Financial Group
Texas
$308K -$68.3K -12,324 -20%
FCFC
463
First Commonwealth Financial Corp
Pennsylvania
$308K +$280K +50,639 New
MA
464
Mutual Advisors
Nebraska
$307K +$16.1K +2,914 +6%
GIM
465
Guild Investment Management
California
$304K +$277K +50,000 New
DI
466
Diligent Investors
California
$302K -$4.15K -750 -1%
FHA
467
First Horizon Advisors
Tennessee
$301K +$225K +40,667 +456%
AIA
468
Armor Investment Advisors
North Carolina
$300K -$22.7K -4,100 -8%
BOH
469
Bank of Hawaii
Hawaii
$297K +$48.1K +8,680 +22%
VFA
470
Voya Financial Advisors
Connecticut
$296K -$27.4K -4,955 -9%
UAS
471
United Asset Strategies
New York
$296K +$185K +33,483 +220%
BRWA
472
B. Riley Wealth Advisors
Florida
$290K -$195K -35,221 -42%
CI
473
Conning Inc
Connecticut
$290K -$33.5K -6,041 -11%
FFN
474
Focus Financial Network
Minnesota
$290K +$25.1K +4,525 +10%
LNWWM
475
Laird Norton Wetherby Wealth Management
California
$288K -$56.6K -10,229 -18%
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