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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1251
Procyon Advisors
Connecticut
$768K -$1.02M -8,672 -54%
WWM
1252
Walser Wealth Management
Florida
$763K +$639K +5,432 +291%
WANY
1253
Wealthspire Advisors (New York)
New York
$762K -$1.05M -8,944 -55%
SL
1254
SFM LLC
New Hampshire
$755K +$32.8K +279 +4%
BAM
1255
Belpointe Asset Management
Nevada
$754K -$98.3M -835,790 -99%
SC
1256
Sierra Capital
Florida
$752K +$103K +878 +14%
CNTOF
1257
Canandaigua National Trust of Florida
New York
$750K +$844K +7,171 New
IP
1258
Indivisible Partners
Florida
$748K -$26.9K -229 -3%
WA
1259
Waddell & Associates
Tennessee
$744K +$430K +3,659 +106%
AWM
1260
Axxcess Wealth Management
California
$742K +$439K +3,731 +111%
LCGC
1261
Legacy Capital Group California
California
$741K +$834K +7,089 New
CIM
1262
Caldwell Investment Management
Ontario, Canada
$736K – – –
CIA
1263
Caerus Investment Advisors
Texas
$735K +$414K +3,515 +100%
SACTSONJ
1264
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$734K +$826K +7,024 New
BLC
1265
Blue Line Capital
Illinois
$734K +$825K +7,016 New
IPAM
1266
Investment Partners Asset Management
New Jersey
$733K +$825K +7,010 New
WHGC
1267
Wealth High Governance Capital
Brazil
$732K +$824K +7,003 New
WIA
1268
Wealthedge Investment Advisors
New York
$732K +$823K +6,999 New
ICP
1269
Interchange Capital Partners
Pennsylvania
$730K -$430K -3,654 -68%
PL
1270
Perpetual Ltd
Australia
$729K -$46.6K -396 -5%
CNBOF
1271
City National Bank of Florida
Florida
$726K +$559K +4,753 +217%
PA
1272
Probity Advisors
Texas
$725K +$151K +1,285 +23%
WFA
1273
Wellspring Financial Advisors
Ohio
$722K +$546K +4,644 +205%
FBC
1274
Fairfield, Bush & Co
Connecticut
$722K -$19.8K -168 -2%
HWM
1275
Hohimer Wealth Management
Washington
$722K +$812K +6,904 New
49 50
51
52 53