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Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
901
Garrison Point Advisors
California
$426K -$4.38K -30 -1%
BAM
902
Belpointe Asset Management
Nevada
$424K – – –
SSB
903
Sandy Spring Bank
Maryland
$424K +$165K +1,130 +58%
VC
904
Veracity Capital
Georgia
$423K +$42.4K +290 +10%
SA
905
SWM Advisors
Florida
$423K +$668K +4,570 New
WAP
906
Wealthcare Advisory Partners
Pennsylvania
$421K +$54.1K +370 +14%
AFP
907
Ausdal Financial Partners
Iowa
$420K -$251K -1,720 -36%
FUBT
908
First United Bank & Trust
Maryland
$420K +$167K +1,140 +60%
AFM
909
Abbot Financial Management
Massachusetts
$417K +$8.77K +60 +2%
FIA
910
Foundations Investment Advisors
Arizona
$415K +$117K +800 +29%
CCM
911
Chilton Capital Management
Texas
$413K – – –
JWM
912
Jackson Wealth Management
Florida
$413K +$438K +3,000 New
EWA
913
Exencial Wealth Advisors
Oklahoma
$409K -$27.8K -190 -6%
PA
914
Pinnacle Associates
New York
$408K +$4.38K +30 +1%
SIG
915
Stonegate Investment Group
Alabama
$406K +$431K +2,950 New
ATC
916
Argent Trust Co
Tennessee
$405K -$4.38K -30 -1%
CL
917
Choreo LLC
Illinois
$404K +$35.1K +240 +9%
EFS
918
Essex Financial Services
Connecticut
$404K +$428K +2,930 New
GDP
919
Great Diamond Partners
Maine
$402K -$51.1K -350 -11%
FTUS
920
Flow Traders U.S.
New York
$402K +$427K +2,920 New
WAM
921
Weiss Asset Management
Massachusetts
$399K +$424K +2,900 New
VWM
922
Valley Wealth Managers
New Jersey
$394K – – –
CIM
923
Chapman Investment Management
California
$393K – – –
PP
924
PDS Planning
Ohio
$390K -$35.1K -240 -8%
LFAS
925
Level Four Advisory Services
Texas
$388K +$412K +2,820 New
35 36
37
38 39