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Name Holding Trade Value Shares
Change 		Change in
Stake
QT
1001
Quantbot Technologies
New York
$692K +$603K +2,307 New
OW
1002
Olistico Wealth
Oklahoma
$691K -$15.7K -60 -3%
I
1003
IMPACTfolio
Colorado
$690K – – –
FT
1004
Fiduciary Trust
Massachusetts
$679K -$3.4K -13 -0.6%
IIC
1005
Ironwood Investment Counsel
Arizona
$678K -$22.8K -87 -4%
WPC
1006
Wedmont Private Capital
Pennsylvania
$674K +$37.7K +144 +7%
SP
1007
Stablepoint Partners
Massachusetts
$672K -$1.05K -4 -0.2%
BAM
1008
Belpointe Asset Management
Nevada
$671K +$28.5K +109 +5%
UB
1009
Umpqua Bank
Oregon
$670K +$29.8K +114 +5%
MFG
1010
MidWestOne Financial Group
Iowa
$666K +$176K +671 +43%
VA
1011
Valmark Advisers
Ohio
$665K +$44.5K +170 +8%
LSAG
1012
Lake Street Advisors Group
New Hampshire
$664K -$20.4K -78 -3%
NP
1013
NorthRock Partners
Minnesota
$663K +$26.2K +100 +5%
CIA
1014
Capital Investment Advisors
Georgia
$662K +$45.8K +175 +9%
AWA
1015
Arkadios Wealth Advisors
Georgia
$660K +$70.4K +269 +14%
ABLA
1016
Alan B. Lancz & Associates
Ohio
$660K +$575K +2,200 New
SCA
1017
Sassicaia Capital Advisers
New York
$660K +$575K +2,200 New
NHT
1018
New Hampshire Trust
New Hampshire
$658K – – –
NC
1019
Napatree Capital
Rhode Island
$655K -$213K -815 -27%
TIA
1020
Tiemann Investment Advisors
California
$654K -$2.62K -10 -0.5%
AWA
1021
Arete Wealth Advisors
Illinois
$653K +$570K +2,180 New
IAIM
1022
International Assets Investment Management
Florida
$653K -$31.9K -122 -0.1%
WAP
1023
Wealthcare Advisory Partners
Pennsylvania
$650K +$63.8K +244 +13%
IA
1024
IFG Advisory
Georgia
$647K +$565K +2,159 New
ECM
1025
Estabrook Capital Management
New York
$646K -$10.5K -40 -2%
39 40
41
42 43