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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1101
Belpointe Asset Management
Nevada
$32.8M +$2.82M +11,068 +11%
RIG
1102
RiverFront Investment Group
Virginia
$32.8M -$5.38M -21,100 -16%
RWA
1103
Ropes Wealth Advisors
Massachusetts
$32.8M +$121K +474 +0.4%
FNFDCM
1104
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$32.5M -$595K -2,333 -2%
UBV
1105
United Bank (Virginia)
Virginia
$32.5M -$257K -1,009 -0.9%
WAM
1106
Weatherly Asset Management
California
$32.5M -$274K -1,074 -0.9%
GC
1107
Garde Capital
Washington
$32.4M +$155K +606 +0.5%
SAM
1108
Sycomore Asset Management
France
$32.4M +$7.79M +30,558 +35%
HVIA
1109
Hudson Valley Investment Advisors
New York
$32.2M -$1.27K -5 -0%
WC
1110
Whitney & Co
New York
$32.2M +$479K +1,879 +2%
GP
1111
Girard Partners
Pennsylvania
$32.1M -$951K -3,729 -3%
WAM
1112
Wilsey Asset Management
California
$32.1M -$4.27M -16,733 -13%
CWP
1113
Cyndeo Wealth Partners
Florida
$32.1M +$2.08M +8,147 +8%
FFP
1114
FourThought Financial Partners
Florida
$32.1M +$1.47M +5,771 +5%
DBG
1115
De Burlo Group
Massachusetts
$32M +$18.9M +74,002 +201%
GRP
1116
Global Retirement Partners
California
$31.9M +$3.92M +15,385 +17%
ACM
1117
Anomaly Capital Management
New York
$31.9M -$44.3M -173,573 -61%
WSCM
1118
Wellington Shields Capital Management
New York
$31.7M -$637K -2,499 -2%
AA
1119
Auxano Advisors
Washington
$31.6M -$140K -547 -0.5%
IFG
1120
Independent Financial Group
California
$31.5M +$2.15M +8,430 +8%
ECM
1121
Element Capital Management
New York
$31.5M +$27.8M +109,152 New
KFP
1122
KMG Fiduciary Partners
Ohio
$31.3M +$307K +1,205 +1%
PWP
1123
Principle Wealth Partners
Connecticut
$31.3M +$919K +3,601 +3%
GGS
1124
Galvin Gaustad & Stein
Arizona
$31.2M -$928K -3,638 -3%
MAS
1125
Meeder Advisory Services
Ohio
$31.2M +$281K +1,100 +1%
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