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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
326
Belpointe Asset Management
Nevada
$147K -$60.2K -4,213 -25%
IAIM
327
International Assets Investment Management
Florida
$145K -$39.5K -2,760 -18%
VI
328
Vestcor Inc
New Brunswick, Canada
$145K – – –
AAS
329
Ameritas Advisory Services
Nebraska
$144K -$45.6K -3,186 -20%
IAA
330
Independent Advisor Alliance
North Carolina
$141K +$9.29K +650 +6%
BPC
331
Banque Pictet & Cie
Switzerland
$139K -$209K -14,638 -55%
PWMAG
332
Pinnacle Wealth Management Advisory Group
New Jersey
$138K +$14.4K +1,005 +9%
AIIMS
333
Analyst IMS Investment Management Services
Israel
$137K -$11.8K -826 -6%
AWM
334
Axxcess Wealth Management
California
$137K +$167K +11,664 New
JWCA
335
J.W. Cole Advisors
Florida
$134K – – –
VIA
336
Virtus Investment Advisers
Connecticut
$133K – – –
CWS
337
Cypress Wealth Services
California
$133K – – –
MWP
338
Meredith Wealth Planning
Illinois
$126K +$2.52K +176 +2%
SQA
339
Simon Quick Advisors
New Jersey
$126K +$2.62K +183 +2%
TCM
340
Teza Capital Management
Illinois
$125K -$194K -13,576 -56%
FFA
341
First Foundation Advisors
California
$124K – – –
BG
342
Bahl & Gaynor
Ohio
$124K – – –
LP
343
LMR Partners
United Kingdom
$124K – – –
CC
344
Centiva Capital
New York
$124K +$151K +10,546 New
AIMCA
345
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$123K +$150K +10,500 New
MFG
346
Merit Financial Group
Georgia
$123K -$46.9K -3,281 -24%
BMSSC
347
B. Metzler seel. Sohn & Co
Germany
$122K -$164K -11,500 -53%
SWA
348
Stratos Wealth Advisors
Ohio
$120K +$147K +10,273 New
FHA
349
Flagship Harbor Advisors
Massachusetts
$119K – – –
CWM
350
Calamos Wealth Management
Illinois
$117K -$172K -12,000 -55%
12 13
14
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