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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
601
Stephens Inc
Arkansas
$329K -$12.3K -74 -4%
AC
602
Avestar Capital
New York
$327K +$318K +1,923 New
TWM
603
Tradition Wealth Management
Minnesota
$326K -$32.5K -196 -9%
BAM
604
Belpointe Asset Management
Nevada
$323K +$2.32K +14 +0.7%
HI
605
Harbour Investments
Wisconsin
$321K – – –
ETC
606
Exchange Traded Concepts
Oklahoma
$318K -$41.4K -250 -12%
MSFS
607
Main Street Financial Solutions
Pennsylvania
$318K +$8.28K +50 +3%
DU
608
Delphia (USA)
Ontario, Canada
$313K -$890K -5,373 -74%
EGA
609
E&G Advisors
Texas
$309K +$19.9K +120 +7%
CC
610
Corton Capital
Ontario, Canada
$307K -$761K -4,594 -72%
TCOO
611
Trust Company of Oklahoma
Oklahoma
$306K +$4.97K +30 +2%
IWA
612
Icon Wealth Advisors
Texas
$303K +$295K +1,782 New
RCAG
613
Rehmann Capital Advisory Group
Michigan
$302K +$27K +163 +10%
RIA
614
Realta Investment Advisors
Delaware
$302K +$38.7K +234 +15%
SIG
615
Spinnaker Investment Group
California
$298K -$29K -175 -9%
O
616
Ossiam
France
$296K +$288K +1,741 New
DWM
617
Dakota Wealth Management
Florida
$296K +$289K +1,744 New
FRA
618
Frank Rimerman Advisors
California
$295K – – –
FTDI
619
First Trust Direct Indexing
Massachusetts
$290K +$283K +1,709 New
BCI
620
Brinker Capital Investments
Pennsylvania
$289K -$20K -121 -7%
WCA
621
Westover Capital Advisors
Delaware
$289K – – –
SPIA
622
Steward Partners Investment Advisory
New York
$288K -$72.2K -436 -20%
DWT
623
Dorsey & Whitney Trust
South Dakota
$288K -$60.9K -368 -18%
PTP
624
Platform Technology Partners
New York
$288K -$8.28K -50 -3%
SGA
625
Seaport Global Advisors
Massachusetts
$288K +$56.8K +343 +25%
23 24
25
26 27