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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2151
Carret Asset Management
New York
$381K +$6.87K +26 +2%
FC
2152
Financial Consulate
Maryland
$380K – – –
MCP
2153
Mirador Capital Partners
California
$380K +$35.9K +136 +12%
WAAG
2154
Wealth Alliance Advisory Group
Kansas
$376K +$8.98K +34 +3%
TCWM
2155
Total Clarity Wealth Management
Illinois
$376K +$89K +337 +35%
GL
2156
Graypoint LLC
New York
$374K +$339K +1,282 New
CBT
2157
Central Bank & Trust
Kentucky
$373K -$4.23K -16 -1%
WAG
2158
Winthrop Advisory Group
Massachusetts
$373K -$1.06K -4 -0.3%
VV
2159
Verity & Verity
South Carolina
$373K – – –
GWS
2160
Glassman Wealth Services
Virginia
$373K +$15.8K +60 +5%
SF
2161
Summit Financial
New Jersey
$373K +$338K +1,278 New
LCS
2162
Levin Capital Strategies
New York
$372K -$264K -1,000 -44%
AA
2163
AlphaMark Advisors
Kentucky
$372K – – –
SMA
2164
Sage Mountain Advisors
Georgia
$368K +$93.5K +354 +39%
IUHSA
2165
Itau Unibanco Holding S.A.
Brazil
$368K +$132K +501 +66%
FMWA
2166
Forvis Mazars Wealth Advisors
Missouri
$367K +$23.8K +90 +8%
CCP
2167
Cardan Capital Partners
Colorado
$366K – – –
SA
2168
Sicart Associates
New York
$366K – – –
BCM
2169
Breiter Capital Management
Florida
$366K +$332K +1,256 New
PMAS
2170
PNC Managed Account Solutions
Texas
$366K +$332K +1,257 New
CB
2171
Cadence Bank
Mississippi
$365K +$331K +1,253 New
HCM
2172
Highlander Capital Management
New Jersey
$364K -$79.2K -300 -19%
FRA
2173
Front Row Advisors
California
$364K -$792 -3 -0.2%
KS
2174
Karpas Strategies
Connecticut
$364K – – –
PHM
2175
Prospect Hill Management
New Jersey
$364K – – –
85 86
87
88 89