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Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1301
CIM Investment Management
Pennsylvania
$1.11M -$27.8K -148 -2%
FMT
1302
First Mercantile Trust
Tennessee
$1.11M +$51.4K +274 +5%
BAM
1303
Belpointe Asset Management
Nevada
$1.11M -$334K -1,778 -22%
BFC
1304
Blue Fin Capital
Rhode Island
$1.11M -$13.1K -70 -1%
VWM
1305
Venturi Wealth Management
Texas
$1.1M +$82.2K +438 +8%
AIM
1306
Aspen Investment Management
Michigan
$1.1M -$281K -1,500 -20%
CAGAS
1307
Capital Advisory Group Advisory Services
Minnesota
$1.09M +$1.15M +6,139 New
RCA
1308
Rowland Carmichael Advisors
Arizona
$1.09M -$19.3K -103 -2%
HI
1309
Handelsinvest Investeringsforvaltning
Denmark
$1.09M -$300K -1,600 -21%
ACP
1310
Arcus Capital Partners
Georgia
$1.08M -$211K -1,125 -16%
UAS
1311
United Asset Strategies
New York
$1.08M -$72.2K -385 -6%
MC
1312
Menta Capital
California
$1.07M +$1.13M +6,020 New
BG
1313
Bollard Group
Massachusetts
$1.07M +$96.6K +515 +9%
MCM
1314
Maple Capital Management
Vermont
$1.06M -$55.2K -294 -5%
GCP
1315
GSA Capital Partners
United Kingdom
$1.06M +$770K +4,103 +221%
PPSG
1316
Princeton Portfolio Strategies Group
New Jersey
$1.06M -$18.8K -100 -2%
CCT
1317
Country Club Trust
Missouri
$1.06M +$177K +945 +19%
DRD
1318
Dennis R. Delaney
$1.06M -$4.69K -25 -0.4%
PVWM
1319
Point View Wealth Management
New Jersey
$1.06M +$14.1K +75 +1%
HW
1320
Hancock Whitney
Mississippi
$1.05M -$14.5M -77,227 -93%
PL
1321
Plancorp LLC
Missouri
$1.05M -$188 -1 -0%
FPCP
1322
Fort Point Capital Partners
California
$1.05M +$347K +1,851 +46%
JCM
1323
Jafra Capital Management
New York
$1.04M -$1.25M -6,646 -53%
OIA
1324
Optimum Investment Advisors
Illinois
$1.04M -$23.6K -126 -2%
SWA
1325
Sutton Wealth Advisors
Florida
$1.04M +$84.4K +450 +8%
51 52
53
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