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Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1001
Nations Financial Group
Iowa
$2.17M +$300K +2,652 +16%
HPWM
1002
Highland Private Wealth Management
Washington
$2.17M +$30.6K +271 +1%
AAM
1003
Azzad Asset Management
Virginia
$2.16M +$34.7K +307 +2%
HCM
1004
Harvey Capital Management
Florida
$2.16M – – –
CPA
1005
Capital Planning Advisors
California
$2.15M -$11K -97 -0.5%
PFSC
1006
Peoples Financial Services Corp
Pennsylvania
$2.15M -$62.2K -550 -3%
CT
1007
Chicago Trust
Illinois
$2.15M +$1.95M +17,248 +880%
WC
1008
Weil Company
California
$2.15M +$25.2K +223 +1%
SPFA
1009
Summit Place Financial Advisors
New Jersey
$2.14M -$135K -1,197 -6%
HB
1010
Homrich & Berg
Georgia
$2.14M -$49.9K -441 -2%
FHC
1011
First Horizon Corporation
Tennessee
$2.12M +$28.1K +249 +1%
CCG
1012
Cloverfields Capital Group
Minnesota
$2.12M +$164K +1,449 +8%
BDS
1013
Banco de Sabadell
Florida
$2.12M -$6.86M -60,660 -76%
FI
1014
Financial Insights
Washington
$2.12M -$17.1K -151 -0.8%
BCM
1015
Brookstone Capital Management
Illinois
$2.11M +$756K +6,686 +61%
XWM
1016
Xcel Wealth Management
Florida
$2.11M -$3.96K -35 -0.2%
BAM
1017
Belpointe Asset Management
Nevada
$2.1M +$463K +4,092 +28%
BCM
1018
Breiter Capital Management
Florida
$2.1M +$253K +2,238 +14%
CC
1019
Chicago Capital
Illinois
$2.09M – – –
IWA
1020
IVC Wealth Advisors
Pennsylvania
$2.09M +$16.6K +147 +0.8%
DWT
1021
Dorsey & Whitney Trust
South Dakota
$2.09M -$28.8K -255 -1%
SWA
1022
Stratos Wealth Advisors
Ohio
$2.08M +$36.6K +324 +2%
KIC
1023
Kensington Investment Counsel
California
$2.06M +$80.4K +711 +4%
AFA
1024
Abacus FCF Advisors
Florida
$2.04M +$2.04M +18,083 New
IIA
1025
ICW Investment Advisors
Arizona
$2.03M +$11.9K +105 +0.6%
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