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Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
1501
Lake Street Advisors Group
New Hampshire
$2.49M +$83.7K +458 +4%
LA
1502
LVW Advisors
New York
$2.48M +$183K +1,000 +8%
ACM
1503
Ativo Capital Management
Illinois
$2.46M -$13.9K -76 -0.6%
GWM
1504
Graybill Wealth Management
Illinois
$2.45M +$2.32M +12,676 New
1W
1505
1776 Wealth
Georgia
$2.44M -$257K -1,409 -10%
IFWM
1506
Institute for Wealth Management
Colorado
$2.44M +$131K +715 +6%
CFA
1507
Carroll Financial Associates
North Carolina
$2.44M +$37.5K +205 +2%
BAM
1508
Belpointe Asset Management
Nevada
$2.44M +$310K +1,695 +16%
SCM
1509
Seascape Capital Management
New Hampshire
$2.42M -$115K -627 -5%
BS
1510
Bessemer Securities
New York
$2.41M – – –
CWM
1511
CMH Wealth Management
New Hampshire
$2.41M -$1.32M -7,207 -37%
IAIM
1512
International Assets Investment Management
Florida
$2.4M +$475K +2,600 +14%
CAS
1513
Cascadia Advisory Services
Oregon
$2.4M +$2.27M +12,443 New
TCOK
1514
Trust Company of Kansas
Kansas
$2.4M -$634K -3,471 -22%
WC
1515
Wexford Capital
Florida
$2.4M -$1.57M -8,596 -41%
HCM
1516
Hollencrest Capital Management
California
$2.4M +$37.3K +204 +2%
TA
1517
TCG Advisors
Texas
$2.39M +$1.72M +9,397 +314%
CSS
1518
Cubist Systematic Strategies
Connecticut
$2.38M -$12.8M -70,101 -85%
GPFA
1519
Game Plan Financial Advisors
Ohio
$2.38M +$125K +685 +6%
SFG
1520
SevenBridge Financial Group
Pennsylvania
$2.37M -$10.4K -57 -0.5%
HTC
1521
Haverford Trust Company
Pennsylvania
$2.37M +$33.8K +185 +2%
EBT
1522
Enterprise Bank & Trust
Massachusetts
$2.36M +$209K +1,142 +10%
CIC
1523
Chase Investment Counsel
Virginia
$2.36M -$1.91M -10,447 -46%
NIT
1524
NumerixS Investment Technologies
British Columbia, Canada
$2.36M +$1.01M +5,528 +83%
BPA
1525
Beacon Pointe Advisors
California
$2.36M +$1.23M +6,738 +123%
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