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Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1051
Ballentine Partners
Massachusetts
$316K -$22.6K -319 -7%
M1FG
1052
Mach-1 Financial Group
Arkansas
$316K +$304K +4,293 New
BHCM
1053
Brevan Howard Capital Management
Jersey
$315K +$303K +4,283 New
CCAL
1054
City Center Advisors LLC
Michigan
$314K +$12.1K +171 +4%
AWM
1055
Accel Wealth Management
Iowa
$313K -$2.76K -39 -0.9%
PMSA
1056
Patrick M. Sweeney & Associates
Illinois
$311K -$850 -12 -0.3%
EB
1057
Eastern Bank
Massachusetts
$310K – – –
PPW
1058
Pasadena Private Wealth
California
$309K +$298K +4,207 New
IIC
1059
Ironwood Investment Counsel
Arizona
$309K – – –
AI
1060
Accredited Investors
Minnesota
$309K +$297K +4,199 New
MW
1061
Melia Wealth
Oklahoma
$309K – – –
BAM
1062
BOS Asset Management
Illinois
$309K +$15.3K +216 +5%
1IA
1063
1620 Investment Advisors
Massachusetts
$308K -$106K -1,497 -26%
AIP
1064
Almanack Investment Partners
Pennsylvania
$308K +$4.39K +62 +1%
AG
1065
AlTi Global
New York
$308K +$88.2K +1,245 +42%
MG
1066
Mather Group
Illinois
$308K -$65.4K -923 -18%
CA
1067
Clearstead Advisors
Ohio
$307K -$147K -2,068 -33%
FFP
1068
FourThought Financial Partners
Florida
$306K -$10.1K -142 -3%
MHR
1069
Matthew Hamilton Rosenberg
$305K +$1.98K +28 +0.7%
THCM
1070
Taylor Hoffman Capital Management
Virginia
$303K – – –
WA
1071
Wealth Alliance
New York
$302K +$94.6K +1,335 +48%
JSW
1072
Journey Strategic Wealth
New Jersey
$301K +$290K +4,096 New
FCH
1073
Freestone Capital Holdings
Washington
$300K +$289K +4,077 New
FMI
1074
Frec Markets Inc
California
$299K +$289K +4,073 New
CT
1075
Caldwell Trust
Florida
$299K +$29K +410 +11%
41 42
43
44 45