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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1151
Hantz Financial Services
Michigan
$6.42M +$223K +739 +4%
BAM
1152
Belpointe Asset Management
Nevada
$6.42M +$510K +1,694 +9%
LOAMS
1153
Lombard Odier Asset Management (Switzerland)
Switzerland
$6.39M +$313K +1,040 +5%
AF
1154
Allworth Financial
California
$6.36M +$438K +1,453 +7%
TFA
1155
Teamwork Financial Advisors
Texas
$6.35M +$4.21M +13,981 +195%
BFA
1156
Buttonwood Financial Advisors
Maryland
$6.35M -$79.5K -264 -1%
FIM
1157
Fernwood Investment Management
Massachusetts
$6.32M -$135K -448 -2%
CM
1158
Crestline Management
Texas
$6.3M +$118K +390 +2%
TF
1159
Trek Financial
Arizona
$6.28M +$1.56M +5,176 +33%
PNC
1160
Park National Corp
Ohio
$6.26M -$385K -1,278 -6%
MWM
1161
Marietta Wealth Management
Georgia
$6.23M -$509K -1,688 -8%
LAM
1162
L2 Asset Management
Massachusetts
$6.21M -$4.77M -15,826 -96%
RAM
1163
Roanoke Asset Management
New Jersey
$6.21M -$12.1K -40 -0.2%
P
1164
Pitcairn
Pennsylvania
$6.19M +$326K +1,081 +6%
CGL
1165
Clarius Group LLC
Washington
$6.19M -$1.43M -4,761 -19%
IFWM
1166
Institute for Wealth Management
Colorado
$6.18M -$79.5K -264 -1%
HCM
1167
Hillman Capital Management
Maryland
$6.17M -$2.69M -8,940 -30%
THWM
1168
Taylor Hoffman Wealth Management
Virginia
$6.17M -$46.7K -155 -0.7%
HIIFS
1169
Harel Insurance Investments & Financial Services
Israel
$6.17M +$4.17M +13,844 +213%
QCG
1170
Quadrant Capital Group
Ohio
$6.16M +$103K +342 +2%
AWM
1171
Avitas Wealth Management
California
$6.15M +$794K +2,636 +15%
FM
1172
Foster & Motley
Ohio
$6.13M +$635K +2,108 +12%
RA
1173
RiverPark Advisors
New York
$6.12M -$404K -1,340 -6%
CRM
1174
Cramer Rosenthal McGlynn
Connecticut
$6.11M -$572K -1,899 -9%
MG
1175
Mather Group
Illinois
$6.1M -$92.2K -306 -1%
45 46
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