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MetLife
MET

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
726
WBH Advisory
Maryland
$522K -$164K -2,360 -25%
CWP
727
Cyndeo Wealth Partners
Florida
$522K -$45.3K -650 -8%
EP
728
Edgestream Partners
New Jersey
$519K +$117K +1,684 +32%
CCA
729
Checchi Capital Advisers
California
$519K +$65.7K +943 +16%
BAM
730
Belpointe Asset Management
Nevada
$518K -$16K -229 -3%
OTL
731
Oak Thistle LLC
New York
$515K +$485K +6,955 New
BWM
732
BlackDiamond Wealth Management
New York
$515K +$196K +2,813 +68%
HI
733
Harbour Investments
Wisconsin
$511K +$29.9K +429 +7%
SM
734
Salzhauer Michael
$510K – – –
AC
735
Abbrea Capital
California
$508K +$15K +215 +3%
WPW
736
Waldron Private Wealth
Pennsylvania
$505K +$136K +1,944 +40%
CIC
737
Carnegie Investment Counsel
Ohio
$503K +$61.5K +882 +15%
DFG
738
Delta Financial Group
New Jersey
$503K +$4.32K +62 +0.9%
JWCA
739
J.W. Coons Advisors
Ohio
$503K -$67K -961 -12%
TCM
740
Teza Capital Management
Illinois
$497K +$468K +6,709 New
AIP
741
Ameritas Investment Partners
Nebraska
$496K -$18.8K -269 -4%
GRP
742
Global Retirement Partners
California
$493K -$16.1K -231 -3%
JWCA
743
J.W. Cole Advisors
Florida
$490K +$42.4K +608 +10%
GLA
744
Good Life Advisors
Pennsylvania
$490K +$767 +11 +0.2%
CI
745
Cigna Investments
Connecticut
$489K -$14.7K -211 -3%
DIA
746
Dean Investment Associates
Ohio
$484K -$26.8K -384 -6%
GWANC
747
Guardian Wealth Advisors (North Carolina)
North Carolina
$481K +$2.51K +36 +0.6%
SAM
748
Smartleaf Asset Management
Massachusetts
$480K +$125K +1,800 +38%
CWS
749
Confluence Wealth Services
Pennsylvania
$478K +$450K +6,455 New
BFM
750
Boothbay Fund Management
New York
$476K +$447K +6,418 New
28 29
30
31 32