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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
826
Pentwater Capital Management
Florida
$896K +$829K +40,000 New
MWM
827
Modera Wealth Management
New Jersey
$895K -$87.6K -4,229 -10%
SAM
828
Smartleaf Asset Management
Massachusetts
$895K +$27.8K +1,344 +4%
PVI
829
Pine Valley Investments
New Jersey
$888K -$50K -2,413 -6%
TWP
830
Tempus Wealth Planning
California
$875K -$30.4K -1,468 -4%
BAM
831
Belpointe Asset Management
Nevada
$872K -$93.4K -4,506 -10%
TCOT
832
Trust Company of Toledo
Ohio
$869K +$14K +675 +2%
AB
833
Atlas Brown
Kentucky
$868K -$62.1K -2,995 -7%
IB
834
Intrust Bank
Kansas
$865K +$468K +22,576 +141%
NSAM
835
North Star Asset Management
Wisconsin
$860K +$17.5K +843 +2%
WW
836
Waterfront Wealth
Kansas
$859K +$243K +11,706 +44%
HCM
837
Howland Capital Management
Massachusetts
$857K +$589K +28,409 +288%
CWM
838
Cornerstone Wealth Management
Missouri
$857K -$23.2K -1,118 -3%
BC
839
Broadwater Capital
Massachusetts
$857K -$15.5K -750 -2%
MWM
840
Manske Wealth Management
Texas
$855K -$31.1K -1,502 -4%
WA
841
WealthTrust Axiom
Pennsylvania
$852K -$104K -5,000 -12%
CCMG
842
Clark Capital Management Group
Pennsylvania
$852K +$488K +23,551 +163%
PCIA
843
Prime Capital Investment Advisors
Kansas
$851K -$673K -32,473 -46%
HTC
844
Haverford Trust Company
Pennsylvania
$849K +$69.6K +3,360 +10%
CC
845
Chicago Capital
Illinois
$849K -$25K -1,205 -3%
MGIA
846
Moneta Group Investment Advisors
Missouri
$848K +$29.2K +1,411 +4%
HIM
847
Harbour Investment Management
Washington
$835K +$13.9K +670 +2%
JSW
848
Journey Strategic Wealth
New Jersey
$833K +$520K +25,112 +208%
HSA
849
HBK Sorce Advisory
Pennsylvania
$827K +$17.2K +828 +2%
ACI
850
Alpha Cubed Investments
California
$826K +$201K +9,691 +36%
32 33
34
35 36