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Name Holding Trade Value Shares
Change 		Change in
Stake
GHAM
1051
Gilman Hill Asset Management
Connecticut
$309K +$259K +3,315 New
RWA
1052
Redhawk Wealth Advisors
Minnesota
$309K +$259K +3,320 New
BC
1053
Brookfield Corp
Ontario, Canada
$308K +$258K +3,310 New
SOW
1054
State of Wyoming
Wyoming
$304K -$7.65K -98 -3%
TFCP
1055
Twin Focus Capital Partners
Massachusetts
$302K – – –
WPC
1056
Wedmont Private Capital
Pennsylvania
$302K +$247K +3,160 New
H
1057
HoyleCohen
California
$293K +$246K +3,150 New
BFA
1058
Beacon Financial Advisory
Ohio
$292K -$14.4K -184 -6%
HNB
1059
Huntington National Bank
Ohio
$291K +$7.96K +102 +3%
PC
1060
Periscope Capital
Ontario, Canada
$291K +$244K +3,122 New
T
1061
TCWP
Ohio
$291K +$245K +3,134 New
OPWM
1062
Oxinas Partners Wealth Management
Indiana
$288K +$241K +3,088 New
ESCM
1063
Echo Street Capital Management
New York
$287K -$147K -1,888 -38%
SWA
1064
Stratos Wealth Advisors
Ohio
$287K +$240K +3,077 New
WSTAM
1065
Wilbanks Smith & Thomas Asset Management
Virginia
$286K -$73K -935 -23%
CA
1066
Centerpoint Advisors
Massachusetts
$286K – – –
KF
1067
Krilogy Financial
Missouri
$286K +$240K +3,069 New
FNBT
1068
FineMark National Bank & Trust
Florida
$285K +$9.29K +119 +4%
GFS
1069
GYL Financial Synergies
Connecticut
$284K – – –
JIC
1070
Johnson Investment Counsel
Ohio
$284K +$237K +3,041 New
SSWM
1071
Smith Salley Wealth Management
North Carolina
$283K – – –
ST
1072
Somerset Trust
Pennsylvania
$283K +$7.81K +100 +3%
BWP
1073
BSW Wealth Partners
Colorado
$281K -$90.7K -1,161 -28%
WAM
1074
Watershed Asset Management
California
$281K +$236K +3,018 New
FCH
1075
Freestone Capital Holdings
Washington
$280K +$235K +3,005 New
41 42
43
44 45