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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
826
Berger Financial Group
Minnesota
$341K +$132K +10,224 +65%
CB
827
Cadence Bank
Mississippi
$340K -$11.3K -877 -3%
TCA
828
Transcend Capital Advisors
New Jersey
$339K +$17.3K +1,345 +5%
WPIC
829
White Pine Investment Company
Michigan
$339K – – –
CA
830
COFG Advisors
Illinois
$339K +$333K +25,838 New
TWA
831
Tulsa Wealth Advisors
Oklahoma
$337K +$332K +25,722 New
BLC
832
Brown, Lisle/Cummings
Rhode Island
$334K -$6.45K -500 -2%
FLFS
833
Family Legacy Financial Solutions
North Carolina
$333K -$89.5K -6,942 -21%
GWP
834
Gateway Wealth Partners
Wisconsin
$332K +$20.1K +1,558 +7%
WA
835
WealthTrust Axiom
Pennsylvania
$332K -$26.6K -2,061 -8%
CWP
836
Curated Wealth Partners
California
$332K +$542 +42 +0.2%
BAM
837
Belpointe Asset Management
Nevada
$331K +$7.16K +555 +2%
LS
838
Livforsakringsbolaget Skandia
Sweden
$330K – – –
PA
839
PFG Advisors
Arizona
$330K -$69K -5,354 -18%
ANTB
840
AMG National Trust Bank
Colorado
$329K – – –
GC
841
Garde Capital
Washington
$328K +$142 +11 +0%
GF
842
Gabelli Funds
New York
$328K – – –
RIL
843
Rothschild Investment LLC
Illinois
$328K +$25.6K +1,983 +9%
EPW
844
Evolve Private Wealth
California
$327K +$321K +24,907 New
NAM
845
NorthCrest Asset Manangement
Minnesota
$326K +$101K +7,830 +48%
PWPS
846
Pinnacle Wealth Planning Services
Ohio
$326K -$12.7K -987 -4%
AC
847
Avestar Capital
New York
$326K +$8.46K +656 +3%
SFG
848
SageGuard Financial Group
Tennessee
$325K +$319K +24,777 New
GVAG
849
Great Valley Advisor Group
Delaware
$325K -$66K -5,117 -17%
MYAM
850
Meiji Yasuda Asset Management
Japan
$324K +$84.7K +6,573 +36%
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