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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
526
Cornercap Investment Counsel
Georgia
$769K -$14.5K -234 -2%
V
527
Veritable
Delaware
$769K -$55.3K -894 -7%
IWM
528
IHT Wealth Management
Illinois
$766K +$58K +938 +8%
BAM
529
Belpointe Asset Management
Nevada
$755K -$638K -10,312 -46%
OFG
530
OmniStar Financial Group
North Carolina
$754K +$269K +4,350 +55%
JCM
531
Jag Capital Management
Missouri
$754K – – –
SFC
532
Strategic Financial Concepts
Texas
$748K -$169K -2,732 -18%
FFM
533
Forum Financial Management
Illinois
$744K +$495 +8 +0.1%
AWS
534
Arkfeld Wealth Strategies
Nebraska
$738K +$2.1K +34 +0.3%
GVAG
535
Great Valley Advisor Group
Delaware
$736K -$27.8K -449 -4%
VCS
536
Vaughan & Co Securities
New Jersey
$733K -$10.9K -177 -1%
PVM
537
Palogic Value Management
Texas
$728K – – –
LCM
538
Landscape Capital Management
New Jersey
$725K +$727K +11,744 New
FLPIM
539
F.L. Putnam Investment Management
Massachusetts
$724K -$135K -2,175 -16%
VEA
540
Virtus ETF Advisers
New York
$723K -$63.1K -1,020 -8%
PWG
541
Portside Wealth Group
Utah
$719K +$721K +11,654 New
IAN
542
Integrated Advisors Network
Texas
$719K +$31.7K +512 +5%
DFCM
543
Dark Forest Capital Management
Puerto Rico
$713K +$715K +11,560 New
LFGH
544
Lee Financial Group Hawaii
Hawaii
$704K +$479K +7,738 +215%
SLA
545
Silver Lake Advisory
Utah
$704K +$9.9K +160 +1%
FHB
546
First Hawaiian Bank
Hawaii
$702K -$391K -6,318 -36%
BFG
547
Bleakley Financial Group
New Jersey
$702K -$30.1K -487 -4%
SS
548
Simplicity Solutions
Minnesota
$701K -$235K -3,801 -25%
IC
549
IEQ Capital
California
$695K -$121K -1,951 -15%
SWM
550
SeaCrest Wealth Management
New York
$695K -$154K -2,497 -18%
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