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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
526
Atria Investments
North Carolina
$327K +$80.8K +878 +34%
WA
527
WealthTrust Axiom
Pennsylvania
$326K – – –
BLA
528
Balter Liquid Alternatives
Massachusetts
$316K +$19.8K +215 +7%
MIC
529
Meridian Investment Counsel
California
$313K – – –
JA
530
JOYN Advisors
Georgia
$306K +$296K +3,222 New
FWM
531
Frontier Wealth Management
Missouri
$299K -$367K -3,989 -56%
BWAM
532
Boyd Watterson Asset Management
Ohio
$299K +$8.74K +95 +3%
BC
533
Burney Company
Virginia
$299K +$290K +3,150 New
FLII
534
First Long Island Investors
New York
$295K – – –
LW
535
Linscomb Wealth
Texas
$295K – – –
LWCFA
536
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$285K – – –
BAM
537
Belpointe Asset Management
Nevada
$276K +$9.48K +103 +4%
AWM
538
Avior Wealth Management
Nebraska
$276K +$268K +2,909 New
TRCT
539
Tower Research Capital (TRC)
New York
$275K +$238K +2,585 +845%
CPH
540
C Partners Holding
Switzerland
$274K +$265K +2,885 New
ECM
541
Estabrook Capital Management
New York
$273K – – –
SAM
542
Seelaus Asset Management
New Jersey
$272K +$264K +2,865 New
FANJ
543
Financial Architects (New Jersey)
New Jersey
$269K – – –
MBA
544
McQueen Ball & Associates
Pennsylvania
$269K – – –
BFEC
545
Benjamin F. Edwards & Company
Missouri
$267K – – –
CL
546
Choreo LLC
Illinois
$265K -$1.47K -16 -0.6%
CCM
547
Condor Capital Management
New Jersey
$265K +$257K +2,791 New
AIS
548
American Investment Services
Massachusetts
$256K – – –
ASN
549
Advisory Services Network
Georgia
$256K +$144K +1,565 +139%
IWA
550
Intercontinental Wealth Advisors
Texas
$255K -$57.4K -624 -19%
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