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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
901
Belpointe Asset Management
Nevada
– -$202K -788 Closed
FHA
902
Flagship Harbor Advisors
Massachusetts
– -$200K -780 Closed
Parallax Volatility Advisers
903
Parallax Volatility Advisers
California
– -$199K -775 Closed
CFB
904
Cullen/Frost Bankers
Texas
– -$186K -727 Closed
GAFA
905
Garton & Associates Financial Advisors
Kentucky
– -$115K -449 Closed
HNB
906
Hilltop National Bank
Wyoming
– -$83.5K -326 Closed
CSPIA
907
Cary Street Partners Investment Advisory
Virginia
– -$77.9K -304 Closed
SIM
908
Sentry Investment Management
Wisconsin
– -$78K -303 Closed
Bank Julius Baer & Co
909
Bank Julius Baer & Co
Switzerland
– -$65.3K -255 Closed
HWA
910
Heritage Wealth Advisors
Virginia
– -$49.9K -195 Closed
RAM
911
Reflection Asset Management
South Carolina
– -$29.5K -115 Closed
FAMI
912
Fideuram Asset Management (Ireland)
– -$30.2K -105 Closed
PB
913
Pinnacle Bancorp
Nebraska
– -$25.1K -98 Closed
TC
914
Truvestments Capital
Florida
– -$21K -82 Closed
GA
915
GoalVest Advisory
New York
– -$19K -74 Closed
EW
916
Elyxium Wealth
California
– -$16.7K -65 Closed
PFO
917
Pioneer Family Office
Florida
– -$13.6K -53 Closed
AFC
918
Ares Financial Consulting
California
– -$12.8K -50 Closed
LFASL
919
Lugano Financial Advisors SA (LFA)
Switzerland
– -$11.5K -45 Closed
BF
920
BOK Financial
Oklahoma
– -$11K -43 Closed
CT
921
Clearstead Trust
Maine
– -$8.71K -34 Closed
TF
922
Tompkins Financial
New York
– -$8.71K -34 Closed
WETS
923
Wealth Enhancement Trust Services
South Dakota
– -$7.43K -29 Closed
IWM
924
IMG Wealth Management
Florida
– -$7.17K -28 Closed
HHMI
925
Howard Hughes Medical Institute
Maryland
– -$6.66K -26 Closed