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Name Holding Trade Value Shares
Change 		Change in
Stake
QL
901
Quarry LP
New York
$262K +$259K +22,605 +1,042%
BCP
902
Blackhawk Capital Partners
Wisconsin
$262K +$283K +24,772 New
TCM
903
Tandem Capital Management
New Jersey
$261K +$43.5K +3,800 +18%
FWM
904
Foguth Wealth Management
Michigan
$261K +$5.55K +485 +2%
FIM
905
Fernwood Investment Management
Massachusetts
$261K -$3.72K -325 -1%
TWM
906
TCFG Wealth Management
California
$260K +$281K +24,599 New
WF
907
Wayfinding Financial
Washington
$259K -$606 -53 -0.2%
OPWM
908
Oxinas Partners Wealth Management
Indiana
$259K +$143K +12,539 +105%
CI
909
CX Institutional
Indiana
$257K -$219K -19,127 -44%
MWM
910
Modera Wealth Management
New Jersey
$257K +$23 +2 +0%
CI
911
Conning Inc
Connecticut
$255K -$4.69K -410 -2%
MWM
912
Mission Wealth Management
California
$254K -$32.2K -2,818 -10%
FZCM
913
Flynn Zito Capital Management
New York
$254K +$41.8K +3,651 +18%
BAM
914
Belpointe Asset Management
Nevada
$253K -$378K -33,012 -58%
GC
915
Garde Capital
Washington
$253K – – –
VCM
916
Virtue Capital Management
Tennessee
$251K -$31.3K -2,739 -10%
CC
917
Courier Capital
New York
$250K – – –
BMC
918
Beaton Management Company
Massachusetts
$249K – – –
FTIS
919
First Trust Investment Solutions
Florida
$249K +$23.3K +2,035 +9%
PPWP
920
Premier Path Wealth Partners
New Jersey
$249K +$54.6K +4,771 +25%
WSC
921
Wellington Shields & Co
New York
$247K -$1.14K -100 -0.4%
PA
922
Procyon Advisors
Connecticut
$246K -$4.2K -367 -2%
KIA
923
KCM Investment Advisors
California
$243K -$40.5K -3,538 -13%
WBC
924
Westpac Banking Corp
Australia
$243K +$196K +17,135 +294%
MNBTD
925
Moody National Bank Trust Division
Texas
$242K +$263K +22,958 New
35 36
37
38 39