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Name Holding Trade Value Shares
Change 		Change in
Stake
FPTW
1251
Franklin, Parlapiano, Turner & Welch
Texas
$8.67M +$43.4K +135 +0.5%
AWP
1252
Ascent Wealth Partners
New York
$8.65M +$517K +1,608 +6%
BCM
1253
Barrier Capital Management
California
$8.62M -$4.99M -15,516 -35%
LOPW
1254
Live Oak Private Wealth
North Carolina
$8.62M +$240K +746 +3%
PP
1255
Postrock Partners
Oregon
$8.62M – – –
CCM
1256
Chickasaw Capital Management
Tennessee
$8.61M -$147K -458 -2%
LSWM
1257
Lorne Steinberg Wealth Management
Canada
$8.61M +$131K +407 +1%
CWS
1258
Confluence Wealth Services
Pennsylvania
$8.6M +$344K +1,070 +4%
GC
1259
GFG Capital
Florida
$8.58M +$458K +1,425 +5%
VAS
1260
Valicenti Advisory Services
New York
$8.57M +$978K +3,042 +12%
EIA
1261
Emerald Investment Advisers
Pennsylvania
$8.57M +$9.12M +28,364 New
BZWA
1262
Blue Zone Wealth Advisors
California
$8.57M +$969K +3,012 +12%
BSC
1263
Brown Shipley & Co
United Kingdom
$8.55M -$507K -1,577 -5%
ET
1264
Entropy Technologies
New York
$8.53M -$4.46M -13,867 -33%
CCM
1265
Consolidated Capital Management
California
$8.52M +$783K +2,435 +9%
CG
1266
CFO4Life Group
Texas
$8.49M -$206K -640 -2%
BIG
1267
Builder Investment Group
Georgia
$8.48M -$8.04K -25 -0.1%
MF
1268
Milford Funds
$8.46M – – –
RCM
1269
RB Capital Management
Nevada
$8.46M +$161K +501 +2%
TCI
1270
Triveni Capital Investments
Connecticut
$8.43M -$3.22M -10,024 -26%
FCT
1271
Family Capital Trust
Massachusetts
$8.4M +$9.97K +31 +0.1%
ZBNA
1272
Zions Bancorporation, National Association
Utah
$8.4M -$6.74M -20,957 -43%
BAM
1273
Belpointe Asset Management
Nevada
$8.38M +$1.94M +6,046 +28%
LBC
1274
Lowe Brockenbrough & Co
Virginia
$8.38M -$3.82M -11,894 -30%
UAM
1275
Unison Asset Management
Florida
$8.37M +$2.62M +8,156 +42%
49 50
51
52 53