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Name Holding Trade Value Shares
Change 		Change in
Stake
PRWA
1251
Platte River Wealth Advisors
Colorado
$846K – – –
BAM
1252
Belpointe Asset Management
Nevada
$846K +$211K +1,959 +24%
SP
1253
Symmetry Partners
Connecticut
$845K -$705K -6,549 -39%
LP
1254
LGL Partners
Pennsylvania
$843K +$265K +2,459 +32%
EWM
1255
Executive Wealth Management
Michigan
$842K -$962K -8,935 -91%
SS
1256
Simplicity Solutions
Minnesota
$842K +$34K +316 +3%
AI
1257
AXS Investments
New York
$842K +$103K +959 +10%
CT
1258
Caldwell Trust
Florida
$840K +$15.6K +145 +1%
HIIFS
1259
Harel Insurance Investments & Financial Services
Israel
$838K +$19.4K +180 +2%
TIM
1260
Tevis Investment Management
Texas
$836K +$19.7K +183 +2%
ICG
1261
InterOcean Capital Group
Tennessee
$835K +$194K +1,806 +22%
SACTSONJ
1262
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$831K – – –
AWM
1263
Axxcess Wealth Management
California
$830K -$17.1K -159 -2%
SFG
1264
SevenBridge Financial Group
Pennsylvania
$829K -$29.4K -273 -3%
BWM
1265
BNC Wealth Management
Oregon
$827K -$33.7K -313 -3%
TA
1266
TFG Advisers
Michigan
$826K -$14K -130 -1%
SS
1267
Sunbelt Securities
Texas
$826K +$22K +204 +2%
CWA
1268
Consilium Wealth Advisory
Texas
$823K -$11.2K -104 -1%
IWM
1269
IHT Wealth Management
Illinois
$821K +$479K +4,454 +82%
S
1270
Seeyond
France
$820K -$46.3K -430 -4%
AP
1271
Americana Partners
Texas
$819K +$61.4K +570 +6%
WI
1272
WrapManager Inc
California
$818K -$37.9K -352 -3%
SIP
1273
Scott Investment Partners
United Kingdom
$815K -$3.66M -34,000 -78%
AIM
1274
Arcadia Investment Management
Michigan
$809K +$167K +1,555 +19%
CPA
1275
Court Place Advisors
Maryland
$808K -$59.4K -552 -5%
49 50
51
52 53