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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
376
Spire Wealth Management
Virginia
$30K +$180 +16 +0.5%
BAM
377
Belpointe Asset Management
Nevada
$29.6K -$112K -10,012 -77%
AWM
378
Accurate Wealth Management
Florida
$29.5K +$30.9K +2,748 New
BFPW
379
BOK Financial Private Wealth
Colorado
$28.2K +$10.1K +900 +51%
CBT
380
CoreFirst Bank & Trust
Kansas
$27K +$2.77K +247 +10%
APC
381
Aspire Private Capital
North Carolina
$26.6K -$1.92K -171 -6%
BCFD
382
Boit C.F. David
$24.1K – – –
PA
383
Parallel Advisors
California
$23.7K +$2.57K +229 +11%
FWA
384
FSC Wealth Advisors
New York
$22.5K – – –
SWA
385
SOA Wealth Advisors
New York
$22.4K -$1.02K -91 -4%
TC
386
Trust Company
Kansas
$22K – – –
WPW
387
Waldron Private Wealth
Pennsylvania
$22K +$225K +20,000 New
FMTCOCP
388
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$21K +$2.13K +190 +10%
RFS
389
Retirement Financial Solutions
Tennessee
$20.9K +$23.2K +2,068 New
BCM
390
Blume Capital Management
California
$18.9K +$16.5K +1,468 +367%
RWPA
391
Richard W. Paul & Associates
Michigan
$18.1K +$20.1K +1,793 New
HCM
392
Highlander Capital Management
New Jersey
$18K – – –
HI
393
Harbour Investments
Wisconsin
$18K +$2.93K +261 +17%
KTC
394
Kistler-Tiffany Companies
Pennsylvania
$17.2K -$6.74K -600 -26%
HCP
395
Hexagon Capital Partners
Arkansas
$16.1K +$3.28K +292 +22%
FFA
396
Farther Finance Advisors
California
$16K +$17.8K +1,583 New
SCA
397
Stonebridge Capital Advisors
Minnesota
$15.8K – – –
ECM
398
Estabrook Capital Management
New York
$15.2K – – –
CHC
399
City Holding Co
West Virginia
$15.1K -$2.53K -225 -13%
LC
400
Lindbrook Capital
California
$14.6K +$629 +56 +4%
14 15
16
17 18