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Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
1001
Lake Street Advisors Group
New Hampshire
$664K +$3.75K +15 +0.7%
FT
1002
Fiduciary Trust
Massachusetts
$659K -$26.3K -105 -4%
EWM
1003
Evercore Wealth Management
New York
$659K -$247K -988 -30%
CTA
1004
Chesley Taft & Associates
Illinois
$657K -$40K -160 -7%
NFG
1005
Nations Financial Group
Iowa
$657K +$31.3K +125 +6%
IAIM
1006
International Assets Investment Management
Florida
$652K -$7.53M -30,085 -18%
SP
1007
Stablepoint Partners
Massachusetts
$652K +$1.75K +7 +0.3%
MC
1008
Moors & Cabot
Massachusetts
$639K +$17K +68 +3%
JF
1009
Jump Financial
Illinois
$638K +$151K +602 +38%
NHT
1010
New Hampshire Trust
New Hampshire
$636K – – –
ECM
1011
Estabrook Capital Management
New York
$635K -$39.5K -158 -7%
TIA
1012
Tiemann Investment Advisors
California
$635K – – –
SAM
1013
Silvercrest Asset Management
New York
$629K +$543K +2,172 New
MHIC
1014
Marble Harbor Investment Counsel
Massachusetts
$623K – – –
NRS
1015
Neville Rodie & Shaw
New York
$621K -$751 -3 -0.1%
BAM
1016
Belpointe Asset Management
Nevada
$617K +$127K +508 +31%
NCFG
1017
New Century Financial Group
New Jersey
$617K +$11.8K +47 +2%
PSC
1018
Portman Square Capital
United Kingdom
$616K -$188K -750 -26%
FCA
1019
FLC Capital Advisors
California
$615K – – –
FIA
1020
Foundations Investment Advisors
Arizona
$615K -$32.5K -130 -6%
UB
1021
Umpqua Bank
Oregon
$615K +$531K +2,121 New
NCM
1022
Narwhal Capital Management
Georgia
$614K – – –
DWM
1023
Dakota Wealth Management
Florida
$614K -$94.8K -379 -15%
NP
1024
NorthRock Partners
Minnesota
$612K -$34.8K -139 -6%
KWA
1025
Kingswood Wealth Advisors
California
$611K -$184K -737 -26%
39 40
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