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Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
1076
Castle Rock Wealth Management
California
$353K +$369K +4,656 New
AWA
1077
ARS Wealth Advisors
Florida
$352K -$71K -895 -16%
HIC
1078
Hartline Investment Corp
Illinois
$351K +$366K +4,620 New
MIS
1079
Morningstar Investment Services
Illinois
$349K -$5.85M -73,727 -94%
BHTS
1080
Bar Harbor Trust Services
Maine
$349K – – –
HF
1081
HRT Financial
New York
$349K +$365K +4,603 New
BOS
1082
Bingham Osborn & Scarborough
California
$348K +$363K +4,582 New
BL
1083
BFSG LLC
California
$347K +$7.14K +90 +2%
GCMG
1084
Gyroscope Capital Management Group
Florida
$343K +$102K +1,292 +40%
TA
1085
Tiedemann Advisors
New York
$343K +$359K +4,523 New
FTC
1086
Farmers Trust Company
Ohio
$342K -$5.47K -69 -2%
ACM
1087
AUA Capital Management
Pennsylvania
$342K – – –
SC
1088
Sovarnum Capital
New York
$341K +$357K +4,500 New
WPW
1089
Waldron Private Wealth
Pennsylvania
$338K – – –
ACM
1090
AlphaStar Capital Management
North Carolina
$338K +$20.5K +259 +6%
TMAM
1091
Tokio Marine Asset Management
Japan
$335K -$202K -2,548 -37%
SFA
1092
Sequoia Financial Advisors
Ohio
$334K +$34.1K +430 +11%
SSA
1093
South Street Advisors
New York
$331K – – –
SAM
1094
Silphium Asset Management
United Kingdom
$331K +$346K +4,362 New
ACA
1095
Atlas Capital Advisors
Wyoming
$324K +$339K +4,272 New
MFW
1096
Meristem Family Wealth
Minnesota
$322K +$54.7K +690 +19%
SMFS
1097
Squar Milner Financial Services
California
$318K +$28.6K +360 +9%
BRF
1098
B. Riley Financial
California
$317K -$15.6K -197 -4%
ADL
1099
Asset Dedication LLC
California
$317K +$19.7K +249 +6%
HCM
1100
Hilton Capital Management
New York
$317K +$331K +4,175 New
42 43
44
45 46