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Name Holding Trade Value Shares
Change 		Change in
Stake
OPW
1201
Osprey Private Wealth
New York
$663K +$702K +7,840 New
PWAM
1202
Pinnacle West Asset Management
Wyoming
$655K – – –
SA
1203
Seneschal Advisors
Washington
$653K +$2.24K +25 +0.3%
JIP
1204
Jaffetilchin Investment Partners
Florida
$653K -$13.5K -151 -2%
JCM
1205
Jag Capital Management
Missouri
$652K +$90 +1 +0%
JSW
1206
Journey Strategic Wealth
New Jersey
$652K -$120K -1,337 -15%
PIA
1207
Perennial Investment Advisors
California
$651K -$21.8K -244 -3%
PFBT
1208
Parkside Financial Bank & Trust
Missouri
$650K -$4.3K -48 -0.6%
BAM
1209
Belpointe Asset Management
Nevada
$649K +$90.6K +1,012 +15%
WAG
1210
Wallace Advisory Group
California
$648K +$114K +1,277 +22%
KF
1211
Krilogy Financial
Missouri
$647K +$699K +7,808 New
PFS
1212
Physicians Financial Services
North Carolina
$646K +$895 +10 +0.1%
CCM
1213
Chiron Capital Management
Florida
$645K -$8.95K -100 -1%
SJIM
1214
St. Johns Investment Management
Florida
$642K +$124K +1,386 +22%
EAM
1215
Empirical Asset Management
Massachusetts
$641K +$86.8K +970 +13%
DWM
1216
DecisionMap Wealth Management
Virginia
$640K +$35.2K +393 +5%
LCG
1217
Lakeshore Capital Group
Illinois
$639K +$895 +10 +0.1%
GWM
1218
GSB Wealth Management
Connecticut
$639K -$427K -4,772 -39%
BB
1219
Burford Brothers
Texas
$632K +$2.24K +25 +0.3%
BFS
1220
BridgePort Financial Solutions
Iowa
$630K +$7.79K +87 +1%
PWC
1221
PYA Waltman Capital
Tennessee
$628K -$405K -4,522 -38%
CA
1222
Cambridge Advisors
Nebraska
$627K +$2.06K +23 +0.3%
UPS
1223
UHLMANN PRICE SECURITIES
Illinois
$625K +$661K +7,387 New
RMCM
1224
Reynders McVeigh Capital Management
Massachusetts
$624K -$21.9K -245 -3%
AAM
1225
Alphadyne Asset Management
New York
$623K +$531K +5,936 +415%
47 48
49
50 51