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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1051
Frontier Wealth Management
Missouri
$657K -$4.16K -50 -0.6%
BCM
1052
Birmingham Capital Management
Alabama
$656K – – –
DRD
1053
Dennis R. Delaney
$652K +$95.8K +1,150 +17%
NA
1054
NewEdge Advisors
Louisiana
$651K -$65.4K -785 -9%
MMPW
1055
Mitchell McLeod Pugh & Williams
Alabama
$647K -$53.3K -640 -8%
AWM
1056
Altium Wealth Management
New York
$647K +$135K +1,623 +27%
BWCS
1057
Beirne Wealth Consulting Services
Connecticut
$645K +$639K +7,674 New
BPWA
1058
Beacon Pointe Wealth Advisors
California
$644K +$639K +7,674 New
HH
1059
Hilltop Holdings
Texas
$640K -$583 -7 -0.1%
KWMG
1060
King Wealth Management Group
Florida
$640K +$138K +1,656 +28%
CPA
1061
Clear Perspective Advisors
Illinois
$639K -$63.3K -760 -9%
BAM
1062
Belpointe Asset Management
Nevada
$636K -$1.01M -12,096 -62%
PFS
1063
Physicians Financial Services
North Carolina
$634K +$287K +3,440 +84%
SSWM
1064
Sheets Smith Wealth Management
North Carolina
$633K -$857K -10,294 -58%
CA
1065
Clearstead Advisors
Ohio
$628K – – –
FCH
1066
Freestone Capital Holdings
Washington
$626K +$324K +3,886 +109%
AGA
1067
Accuvest Global Advisors
Utah
$625K +$619K +7,428 New
NIC
1068
Northwest Investment Counselors
Oregon
$623K +$12.5K +150 +2%
MC
1069
Moors & Cabot
Massachusetts
$616K +$48.3K +580 +9%
EVM
1070
Evelyn V. Moreno
$609K -$105K -1,260 -15%
GIA
1071
Guyasuta Investment Advisors
Pennsylvania
$606K – – –
AOWM
1072
Alpha Omega Wealth Management
Virginia
$600K – – –
SGCA
1073
Steel Grove Capital Advisors
Tennessee
$594K -$67K -804 -10%
BCWM
1074
Blue Chip Wealth Management
Florida
$592K -$125K -1,506 -18%
SLF
1075
Sun Life Financial
Ontario, Canada
$589K +$1.92K +23 +0.3%
41 42
43
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