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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
676
Cacti Asset Management
Georgia
$222K – – –
CWP
677
Curated Wealth Partners
California
$222K +$211K +25,231 New
SWM
678
Sanctuary Wealth Management
Idaho
$220K -$72.3K -8,635 -26%
VCA
679
Verdence Capital Advisors
Maryland
$220K -$7.43K -888 -3%
SAM
680
SignalPoint Asset Management
Missouri
$219K -$4.68K -559 -2%
MAFM
681
Mid Atlantic Financial Management
Pennsylvania
$218K +$1.25K +149 +0.6%
FNBT
682
FineMark National Bank & Trust
Florida
$216K – – –
AWA
683
Arete Wealth Advisors
Illinois
$216K +$26.6K +3,182 +15%
AAM
684
AR Asset Management
California
$214K – – –
CBB
685
Citizens Business Bank
California
$214K – – –
APP
686
Avantax Planning Partners
Iowa
$212K -$31.8K -3,799 -14%
GFPC
687
Global Financial Private Client
Florida
$211K – – –
SWM
688
Stockman Wealth Management
Montana
$211K – – –
SWMG
689
Strategic Wealth Management Group
Maryland
$209K – – –
BMC
690
Beaton Management Company
Massachusetts
$209K +$200K +23,833 New
BMC
691
Benin Management Corp
Connecticut
$208K -$8.37K -1,000 -4%
AWM
692
Avior Wealth Management
Nebraska
$208K -$310 -37 -0.2%
BFG
693
Barber Financial Group
Kansas
$207K +$4.55K +543 +2%
LFF
694
Level Four Financial
Texas
$207K +$197K +23,545 New
NEWAS
695
N.E.W. Advisory Services
Wisconsin
$206K +$12K +1,428 +7%
CFA
696
Cahill Financial Advisors
Minnesota
$206K +$103K +12,245 +110%
PIA
697
Powell Investment Advisors
Florida
$205K -$41.9K -5,000 -18%
CPA
698
Court Place Advisors
Maryland
$205K -$4.68K -559 -2%
VWA
699
Visionary Wealth Advisors
Illinois
$204K +$7.29K +871 +4%
CGL
700
Clarius Group LLC
Washington
$204K +$10.1K +1,212 +6%
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