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Name Holding Trade Value Shares
Change 		Change in
Stake
BP
951
Ballentine Partners
Massachusetts
$425K +$6.76K +62 +1%
RA
952
Riverstone Advisors
Texas
$424K +$484K +4,444 New
ATPW
953
Ashton Thomas Private Wealth
Arizona
$422K -$93.1K -854 -16%
UB
954
UMB Bank
Missouri
$422K -$92.5K -849 -16%
HIA
955
Harbor Investment Advisory
Maryland
$419K – – –
OS
956
Objectivity Squared
South Carolina
$418K – – –
FW
957
FullCircle Wealth
Texas
$418K +$12K +110 +3%
AC
958
ASB Consultores
Florida
$418K -$56.3K -517 -11%
CWA
959
Clarity Wealth Advisors
California
$414K -$109K -1,000 -19%
GCM
960
Graham Capital Management
Connecticut
$411K +$469K +4,303 New
CI
961
Ceera Investments
Texas
$408K – – –
LG
962
Leuthold Group
Minnesota
$407K +$465K +4,267 New
GS
963
GWN Securities
Florida
$399K +$456K +4,183 New
NIWA
964
New Insight Wealth Advisors
California
$397K -$4.36K -40 -1%
GT
965
Greenleaf Trust
Michigan
$396K +$22.7K +208 +5%
EWM
966
Evercore Wealth Management
New York
$395K -$545 -5 -0.1%
SAM
967
Secure Asset Management
Michigan
$390K +$2.18K +20 +0.5%
BBA
968
Baader Bank Aktiengesellschaft
Germany
$390K +$220K +2,016 +76%
FAN
969
Financial Advisors Network
California
$390K – – –
CWG
970
Cornerstone Wealth Group
North Carolina
$390K -$4.25K -39 -0.9%
USCWA
971
U.S. Capital Wealth Advisors
Texas
$386K -$183K -1,679 -29%
KMWM
972
Keudell/Morrison Wealth Management
Oregon
$385K -$2.62K -24 -0.6%
CCA
973
Conservest Capital Advisors
Pennsylvania
$384K – – –
TIAM2
974
Tru Independence Asset Management 2
Oregon
$382K – – –
DAS
975
Dynamic Advisor Solutions
Arizona
$382K +$436K +3,997 New
37 38
39
40 41