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Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
1351
Portside Wealth Group
Utah
$234K -$8.21K -129 -3%
SAMC
1352
Spectrum Asset Management (California)
California
$234K – – –
LC
1353
Lindbrook Capital
California
$233K +$12.8K +201 +5%
LAM
1354
L2 Asset Management
Massachusetts
$232K +$15.1K +238 +6%
CST
1355
Charles Schwab Trust
Nevada
$232K – – –
BC
1356
Belmont Capital
California
$232K +$254K +4,000 New
SAM
1357
Shikiar Asset Management
New York
$232K – – –
6F
1358
626 Financial
Michigan
$231K – – –
BPCE
1359
Bank Pictet & Cie (Europe)
Germany
$231K -$235K -3,691 -48%
EPA
1360
Element Pointe Advisors
Florida
$231K -$15.9K -250 -6%
PWP
1361
Private Wealth Partners
California
$229K +$6.36K +100 +3%
PWP
1362
Principle Wealth Partners
Connecticut
$229K – – –
BTWM
1363
Baker Tilly Wealth Management
Wisconsin
$228K -$113K -1,774 -31%
HTIM
1364
Harbour Trust & Investment Management
Indiana
$225K -$35K -550 -12%
QWP
1365
Quotient Wealth Partners
Texas
$225K +$46.9K +738 +24%
BTI
1366
Blue Trust Inc
Georgia
$225K +$37.4K +588 +21%
RPC
1367
Rossmore Private Capital
Connecticut
$224K -$175K -2,746 -42%
I
1368
InceptionR
California
$224K +$245K +3,852 New
FBT
1369
First Bank & Trust
South Dakota
$223K +$245K +3,845 New
BFO
1370
Boston Family Office
Massachusetts
$223K – – –
FIA
1371
Foundations Investment Advisors
Arizona
$222K +$32.5K +511 +15%
BW
1372
Bison Wealth
Georgia
$220K – – –
ABLA
1373
Alan B. Lancz & Associates
Ohio
$220K +$241K +3,793 New
SBF
1374
Sara-Bay Financial
Florida
$220K +$241K +3,789 New
WHG
1375
Westwood Holdings Group
Texas
$220K +$1.91K +30 +0.8%
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