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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
626
Alterity Financial Group
Maine
$367K +$6.6K +150 +2%
NIP
627
Nicholas Investment Partners
California
$365K -$2.03M -46,178 -86%
EWM
628
Empirical Wealth Management
Washington
$365K +$14.1K +320 +4%
KFP
629
KB Financial Partners
New Jersey
$362K -$484 -11 -0.1%
GAG
630
GM Advisory Group
New York
$361K +$8.8K +200 +3%
SW
631
SVB Wealth
Massachusetts
$361K -$179K -4,061 -35%
QCG
632
Quadrant Capital Group
Ohio
$360K +$53K +1,204 +19%
VCP
633
Verus Capital Partners
Arizona
$359K +$330K +7,490 New
TCM
634
Triumph Capital Management
Colorado
$357K -$262K -5,957 -44%
MW
635
Marcum Wealth
Ohio
$355K +$51.2K +1,164 +19%
BAM
636
Belpointe Asset Management
Nevada
$353K +$197K +4,484 +156%
CIA
637
Cladis Investment Advisory
Montana
$352K -$82.3K -1,870 -20%
MOS
638
MGO One Seven
Ohio
$352K +$20.3K +461 +7%
DR
639
Davis Rea
Ontario, Canada
$350K +$1.32K +30 +0.4%
TM
640
Tiger Management
New York
$350K – – –
VCM
641
Virtue Capital Management
Tennessee
$346K -$20.6K -468 -6%
PWLP
642
Prio Wealth Limited Partnership
Massachusetts
$344K – – –
WWP
643
Waypoint Wealth Partners
California
$343K – – –
HWAM
644
Hennion & Walsh Asset Management
New Jersey
$342K -$5.98K -136 -2%
NFG
645
Nadler Financial Group
Illinois
$341K +$4.97K +113 +2%
BBA
646
BLB&B Advisors
Pennsylvania
$340K +$36.7K +835 +13%
VFA
647
Voya Financial Advisors
Connecticut
$339K +$42.8K +973 +15%
ODG
648
O'Dell Group
Ohio
$337K +$1.36K +31 +0.4%
SSA
649
Schonfeld Strategic Advisors
New York
$336K -$1.66M -37,700 -84%
HH
650
Hilltop Holdings
Texas
$334K +$29.7K +675 +11%
24 25
26
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