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Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
1426
Ashton Thomas Private Wealth
Arizona
$345K +$351K +6,620 New
BFA
1427
Beaumont Financial Advisors
Massachusetts
$345K +$351K +6,620 New
BCM
1428
BTC Capital Management
Iowa
$344K -$68.4K -1,290 -16%
NSIM
1429
North Star Investment Management
Illinois
$344K +$2.12K +40 +0.6%
KBFS
1430
Kohmann Bosshard Financial Services
Ohio
$343K -$106K -2,000 -23%
AWE
1431
Avidian Wealth Enterprises
Texas
$343K +$29.2K +550 +9%
NHC
1432
Nicholas Hoffman & Company
Georgia
$342K +$36.6K +690 +12%
CWP
1433
Capital Wealth Planning
Florida
$341K +$110K +2,080 +47%
CTA
1434
Chesley Taft & Associates
Illinois
$341K +$335K +6,310 New
NS
1435
Newman & Schimel
Illinois
$340K – – –
FFG
1436
Frisch Financial Group
New York
$340K +$37.1K +700 +12%
GLA
1437
Good Life Advisors
Pennsylvania
$338K +$7.43K +140 +2%
TWM
1438
Tradition Wealth Management
Minnesota
$337K – – –
BCM
1439
Bienville Capital Management
New York
$336K – – –
ACM
1440
Alpha Capital Management
Texas
$336K +$79.6K +1,500 +30%
JAFL
1441
Jay A. Fishman Ltd
Michigan
$335K – – –
CIA
1442
Choate Investment Advisors
Massachusetts
$334K -$2.12K -40 -0.6%
CG
1443
Clarus Group
Texas
$334K – – –
FPS
1444
Fieldpoint Private Securities
Connecticut
$333K +$150K +2,830 +80%
PGIM
1445
Pacific Global Investment Management
California
$332K – – –
KA
1446
Klingman & Associates
New York
$332K +$6.37K +120 +2%
FANJ
1447
Financial Architects (New Jersey)
New Jersey
$332K +$50.9K +960 +18%
CMBA
1448
C.M. Bidwell & Associates
Hawaii
$331K +$107K +2,010 +46%
SIM
1449
SSI Investment Management
California
$330K – – –
AAS
1450
Annex Advisory Services
Wisconsin
$329K -$1.06M -19,920 -76%
56 57
58
59 60