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Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
926
Verus Capital Partners
Arizona
$240K -$4.86K -86 -2%
FB
927
Fulton Bank
Pennsylvania
$240K -$3.67K -65 -1%
JMFC
928
J.M. Forbes & Co
Massachusetts
$239K +$254K +4,500 New
CPL
929
CAP Partners LLC
Tennessee
$239K +$15.3K +271 +6%
AWM
930
AE Wealth Management
Kansas
$238K +$35.4K +626 +16%
BAM
931
Belpointe Asset Management
Nevada
$238K -$205K -3,622 -80%
PFG
932
Putney Financial Group
California
$238K +$253K +4,480 New
AWE
933
Avidian Wealth Enterprises
Texas
$236K +$11K +194 +5%
CC
934
Cadinha & Co
Hawaii
$236K -$11.3K -200 -4%
GCM
935
Generation Capital Management
New York
$236K +$251K +4,450 New
DWT
936
Dorsey & Whitney Trust
South Dakota
$236K -$81.9K -1,450 -25%
HIP
937
HUB Investment Partners
Texas
$235K -$156K -2,768 -38%
HWM
938
Hohimer Wealth Management
Washington
$235K – – –
TBT
939
Texas Bank & Trust
Texas
$234K +$249K +4,415 New
IAIM
940
International Assets Investment Management
Florida
$232K +$24.1K +426 +11%
GLA
941
Good Life Advisors
Pennsylvania
$232K -$3.9K -69 -2%
FCI
942
Financial Counselors Inc
Kansas
$231K -$22.6K -400 -8%
BFC
943
Bedel Financial Consulting
Indiana
$231K +$508 +9 +0.2%
DMBA
944
Deseret Mutual Benefit Administrators
Utah
$230K +$101K +1,787 +70%
GVAG
945
Great Valley Advisor Group
Delaware
$229K -$174K -3,073 -42%
GM
946
GeoWealth Management
Illinois
$229K +$5.59K +99 +2%
JWCA
947
J.W. Cole Advisors
Florida
$227K +$242K +4,286 New
BIA
948
Bell Investment Advisors
California
$226K +$1.7K +30 +0.7%
WB
949
West Bancorporation
Iowa
$226K -$7.91K -140 -3%
RB
950
Rodgers Brothers
Pennsylvania
$226K -$3.96K -70 -2%
36 37
38
39 40