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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
876
Belpointe Asset Management
Nevada
$263K +$242K +4,510 New
GLA
877
Good Life Advisors
Pennsylvania
$258K +$22.6K +420 +10%
HWM
878
Hohimer Wealth Management
Washington
$257K – – –
WB
879
West Bancorporation
Iowa
$255K +$6.99K +130 +3%
PCP
880
Proficio Capital Partners
Massachusetts
$255K -$254K -4,730 -52%
CFP
881
Catalyst Financial Partners
Massachusetts
$254K -$6.72K -125 -3%
RIA
882
Regal Investment Advisors
Michigan
$254K +$3.23K +60 +1%
GCM
883
Graham Capital Management
Connecticut
$254K +$235K +4,365 New
RDWM
884
Red Door Wealth Management
Tennessee
$253K +$16.4K +305 +8%
CI
885
CX Institutional
Indiana
$253K -$23.1K -430 -9%
CF
886
Copperwynd Financial
Arizona
$252K -$13.4K -250 -5%
RB
887
Rodgers Brothers
Pennsylvania
$251K – – –
DFCM
888
Dark Forest Capital Management
Puerto Rico
$250K +$231K +4,300 New
BFC
889
Bedel Financial Consulting
Indiana
$250K +$806 +15 +0.4%
AWE
890
Avidian Wealth Enterprises
Texas
$248K -$13.4K -250 -6%
DAM
891
Delta Asset Management
Tennessee
$247K – – –
BIA
892
Bell Investment Advisors
California
$246K +$538 +10 +0.2%
TWA
893
TCI Wealth Advisors
Arizona
$246K +$11K +205 +5%
CPL
894
CAP Partners LLC
Tennessee
$246K +$6.99K +130 +3%
GM
895
GeoWealth Management
Illinois
$245K -$19.1K -355 -8%
PA
896
Probity Advisors
Texas
$245K – – –
NFG
897
Nations Financial Group
Iowa
$244K +$225K +4,190 New
KSB
898
Kennebec Savings Bank
Maine
$243K +$225K +4,180 New
QWP
899
Quotient Wealth Partners
Texas
$243K -$230K -4,275 -51%
HPC
900
HM Payson & Co
Maine
$239K -$31.7K -590 -13%
34 35
36
37 38