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Monster Beverage
MNST

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
651
Sage Mountain Advisors
Georgia
$257K +$245K +9,870 New
DFCM
652
Dark Forest Capital Management
Puerto Rico
$257K +$244K +9,844 New
RWM
653
Ritholtz Wealth Management
New York
$255K -$78.5K -3,170 -24%
VWM
654
Venturi Wealth Management
Texas
$254K +$27.4K +1,104 +13%
WA
655
Waddell & Associates
Tennessee
$253K – – –
CAGAS
656
Capital Advisory Group Advisory Services
Minnesota
$253K – – –
C
657
Covestor
United Kingdom
$252K +$18.5K +748 +8%
AWA
658
Aaron Wealth Advisors
Illinois
$252K +$239K +9,660 New
LFAS
659
Level Four Advisory Services
Texas
$252K +$237K +9,552 New
LP
660
LMR Partners
United Kingdom
$251K +$239K +9,636 New
FI
661
Financial Insights
Washington
$250K – – –
BAM
662
Belpointe Asset Management
Nevada
$249K +$4.11K +166 +2%
JAG
663
Journey Advisory Group
Kentucky
$248K – – –
PCM
664
Pointe Capital Management
Michigan
$245K – – –
SFS
665
Security Financial Services
Indiana
$243K +$231K +9,310 New
SIG
666
Stonegate Investment Group
Alabama
$242K -$18.8K -760 -8%
SF
667
Summit Financial
New Jersey
$240K +$8.37K +338 +4%
MIH
668
Meitav Investment House
Israel
$239K – – –
MGIA
669
Moneta Group Investment Advisors
Missouri
$239K -$11K -446 -5%
IB
670
Intrust Bank
Kansas
$238K -$6.24K -252 -3%
PTC
671
Private Trust Company
Ohio
$236K -$28.2K -1,140 -11%
CSPIA
672
Cary Street Partners Investment Advisory
Virginia
$236K +$4.61K +186 +2%
CTC
673
Central Trust Company
Missouri
$234K -$12.1K -488 -5%
SIA
674
Strategic Investment Advisors
Michigan
$234K -$4.06K -164 -2%
FL
675
Fort LP
Maryland
$234K +$1.73K +70 +0.8%
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