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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
801
Ropes Wealth Advisors
Massachusetts
$145K -$39.1K -553 -22%
EWM
802
Endurance Wealth Management
Rhode Island
$145K – – –
BAM
803
Belpointe Asset Management
Nevada
$143K +$4.25K +60 +3%
TA
804
Thor Advisors
New York
$138K +$132K +1,869 New
CG
805
Cutler Group
California
$136K +$101K +1,434 +346%
BWM
806
BerganKDV Wealth Management
Minnesota
$132K +$1.56K +22 +1%
HCM
807
Hilton Capital Management
New York
$131K – – –
QCG
808
Quadrant Capital Group
Ohio
$129K +$60.8K +859 +84%
WEC
809
Winslow Evans & Crocker
Massachusetts
$128K +$3.54K +50 +3%
LWM
810
Lenox Wealth Management
Ohio
$126K +$7.01K +99 +6%
AWM
811
Avondale Wealth Management
Texas
$122K – – –
CLOS
812
Compagnie Lombard Odier SCmA
Switzerland
$119K +$114K +1,614 New
CFB
813
Cullen/Frost Bankers
Texas
$117K – – –
HFM
814
Hartford Financial Management
Connecticut
$117K +$283 +4 +0.3%
ST
815
Smithfield Trust
Pennsylvania
$113K – – –
EFSCE
816
Enterprise Financial Services Corp (EFSC)
Missouri
$110K +$3.11K +44 +3%
PHK
817
Point72 Hong Kong
Hong Kong
$109K -$165K -2,330 -61%
RFM
818
Royal Fund Management
Florida
$108K -$20.7K -293 -17%
PCM
819
Penserra Capital Management
California
$105K -$85.6K -1,210 -46%
IRC
820
Investors Research Corp
Georgia
$101K – – –
ZB
821
Zions Bancorporation
Utah
$101K +$2.83K +40 +3%
QCMC
822
Quantum Capital Management (California)
California
$100K +$96.5K +1,363 New
GRP
823
Global Retirement Partners
California
$99K +$495 +7 +0.5%
MPWT
824
MassMutual Private Wealth & Trust
Connecticut
$96K -$35.4K -500 -28%
LC
825
Lindbrook Capital
California
$95K -$108K -1,520 -54%
31 32
33
34 35