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Name Holding Trade Value Shares
Change 		Change in
Stake
LAIC
1176
Lederer & Associates Investment Counsel
California
$2.96M -$704K -3,923 -17%
BAM
1177
Belpointe Asset Management
Nevada
$2.96M -$1.74M -9,715 -34%
PWAG
1178
Polaris Wealth Advisory Group
California
$2.95M -$15.6K -87 -0.5%
QCM
1179
Quadrant Capital Management
New Jersey
$2.95M -$221K -1,230 -6%
AC
1180
Avestar Capital
New York
$2.95M +$44K +245 +1%
FHA
1181
Flagship Harbor Advisors
Massachusetts
$2.94M -$249K -1,386 -7%
SC
1182
Slow Capital
California
$2.93M +$26K +145 +0.8%
FT
1183
Fiduciary Trust
Massachusetts
$2.92M -$245K -1,367 -7%
GAG
1184
GM Advisory Group
New York
$2.92M -$555K -3,090 -14%
CIC
1185
Chase Investment Counsel
Virginia
$2.92M -$1.81M -10,067 -36%
TA
1186
Tiedemann Advisors
New York
$2.9M +$1.22M +6,811 +60%
MA
1187
Marshwinds Advisory
Georgia
$2.9M – – –
HIMC
1188
Heritage Investors Management Corp
Maryland
$2.9M +$1.97M +10,950 +152%
NCM
1189
Narwhal Capital Management
Georgia
$2.9M +$856K +4,766 +36%
CBA
1190
Coastal Bridge Advisors
Connecticut
$2.89M +$2.33K +13 +0.1%
SVCP
1191
Silicon Valley Capital Partners
California
$2.88M +$134K +744 +4%
SWM
1192
SVA Wealth Management
Wisconsin
$2.88M -$319K -1,777 -10%
CCB
1193
Cutter & Co Brokerage
Missouri
$2.88M -$951K -5,295 -23%
SCA
1194
Spearhead Capital Advisors
Florida
$2.88M +$664K +3,696 +26%
CSA
1195
Cottage Street Advisors
Massachusetts
$2.87M -$539K -3,000 -14%
TPWA
1196
TRUE Private Wealth Advisors
Oregon
$2.86M +$1.08K +6 +0%
JWM
1197
Jackson Wealth Management
Florida
$2.82M +$3.26M +18,173 New
WCP
1198
Welch Capital Partners
New York
$2.8M +$3.15M +17,545 New
BFEC
1199
Benjamin F. Edwards & Company
Missouri
$2.8M -$138K -771 -4%
GFA
1200
Gifford Fong Associates
California
$2.8M +$3.14M +17,500 New
46 47
48
49 50