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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
851
Belpointe Asset Management
Nevada
$425K -$61.4K -410 -9%
NFG
852
Nations Financial Group
Iowa
$424K +$37.5K +250 +9%
GPA
853
Garrison Point Advisors
California
$423K -$39K -260 -8%
HI
854
Harrington Investments
California
$422K – – –
MWM
855
Mattern Wealth Management
Kansas
$419K – – –
CIA
856
Capital Investment Advisors
Georgia
$418K -$4.5K -30 -1%
WJWM
857
Williams Jones Wealth Management
New York
$418K -$3K -20 -0.6%
PP
858
PDS Planning
Ohio
$416K +$30K +200 +7%
NP
859
NorthRock Partners
Minnesota
$410K -$18K -120 -4%
CCM
860
Chilton Capital Management
Texas
$407K -$52.4K -350 -10%
CP
861
Cumberland Partners
Ontario, Canada
$407K +$150K +1,000 +50%
CC
862
Constitution Capital
Connecticut
$407K +$450K +3,000 New
OPWM
863
Oakwell Private Wealth Management
Texas
$405K -$132K -880 -23%
RCM
864
RB Capital Management
Nevada
$405K +$10.5K +70 +2%
ATC
865
Argent Trust Co
Tennessee
$403K – – –
AFM
866
Abbot Financial Management
Massachusetts
$403K +$8.99K +60 +2%
TS
867
Tamar Securities
California
$401K -$3K -20 -0.7%
PA
868
Pinnacle Associates
New York
$397K +$120K +800 +38%
KAS
869
Kemnay Advisory Services
New York
$392K -$629K -4,200 -59%
VWM
870
Valley Wealth Managers
New Jersey
$388K +$106K +710 +33%
CIM
871
Chapman Investment Management
California
$386K – – –
ANHIM
872
Alan N. Hoffman Investment Management
Massachusetts
$385K -$15K -100 -3%
IA
873
Insight Advisors
Pennsylvania
$385K -$5.99K -40 -2%
AWA
874
Arkadios Wealth Advisors
Georgia
$383K -$3K -20 -0.7%
NFG
875
Next Financial Group
Texas
$381K -$105K -700 -20%
33 34
35
36 37