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Name Holding Trade Value Shares
Change 		Change in
Stake
CS
301
Credit Suisse
Switzerland
$63K -$153K -1,100 -70%
GWM
302
Geneos Wealth Management
Colorado
$62.6K – – –
BAM
303
Belpointe Asset Management
Nevada
$61.1K +$62.5K +448 New
GRP
304
Global Retirement Partners
California
$57.7K +$1.53K +11 +3%
SC
305
Seldon Capital
California
$54.9K – – –
CBT
306
CoreFirst Bank & Trust
Kansas
$54.4K – – –
CFB
307
Cullen/Frost Bankers
Texas
$53.8K -$5.86K -42 -10%
MPCL
308
My Personal CFO LLC
Washington
$50.3K +$51.3K +368 New
ATC
309
Adirondack Trust Company
New York
$49.8K +$6.97K +50 +16%
BWA
310
BDO Wealth Advisors
Florida
$49.2K -$10.2K -73 -17%
EWA
311
EverSource Wealth Advisors
Alabama
$47.3K -$31.4K -225 -39%
CFGS
312
Concourse Financial Group Securities
Alabama
$46.6K +$14.4K +103 +43%
CGA
313
Channing Global Advisors
Florida
$45.3K +$23K +165 +99%
MA
314
Montag & Associates
Georgia
$44.4K – – –
JWA
315
JFS Wealth Advisors
Pennsylvania
$44.1K -$30.7K -220 -41%
USCWA
316
U.S. Capital Wealth Advisors
Texas
$43.4K +$44.3K +318 New
CLOS
317
Compagnie Lombard Odier SCmA
Switzerland
$41K – – –
LF
318
Lee Financial
Texas
$41K – – –
OIA
319
Optimum Investment Advisors
Illinois
$41K – – –
IGWM
320
ICA Group Wealth Management
Colorado
$40.6K +$41.4K +297 New
CA
321
CoreCap Advisors
Michigan
$39.3K +$40.2K +288 New
HBW
322
Hazlett, Burt & Watson
West Virginia
$38K – – –
IBOK
323
Independence Bank of Kentucky
Kentucky
$38K – – –
AP
324
Arlington Partners
Alabama
$37K – – –
OC
325
Oakworth Capital
Alabama
$34.1K – – –
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