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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
501
Concurrent Investment Advisors
Florida
$355K -$2.5K -11 -0.8%
CI
502
CX Institutional
Indiana
$355K +$51.3K +226 +19%
CP
503
Camelot Portfolios
Ohio
$352K +$315K +1,385 New
GI
504
GAMCO Investors
Connecticut
$351K +$314K +1,383 New
GLF
505
Groupe la Francaise
France
$350K – – –
BAM
506
Belpointe Asset Management
Nevada
$345K +$309K +1,359 New
AWA
507
Aaron Wealth Advisors
Illinois
$340K +$67.3K +296 +28%
P
508
&Partners
Tennessee
$336K -$28.2K -124 -8%
MPM
509
MBB Public Markets
Illinois
$333K +$298K +1,313 New
DWT
510
Dorsey & Whitney Trust
South Dakota
$327K -$454 -2 -0.2%
P
511
Pitcairn
Pennsylvania
$325K -$12.7K -56 -4%
KPWS
512
Kestra Private Wealth Services
Texas
$322K -$79.1K -348 -22%
ADMI
513
Albert D. Mason Inc
Massachusetts
$321K +$288K +1,266 New
BCWM
514
Bartlett & Co Wealth Management
Ohio
$317K – – –
IWC
515
Integrated Wealth Concepts
Massachusetts
$313K +$30.7K +135 +12%
BIAS
516
Beacon Investment Advisory Services
New Jersey
$311K +$278K +1,224 New
SC
517
SummitTX Capital
Texas
$306K +$274K +1,207 New
JG
518
Jain Global
New York
$305K -$454K -2,000 -63%
PAG
519
Poinciana Advisors Group
Florida
$303K +$15.2K +67 +6%
HI
520
Horizon Investments
North Carolina
$297K +$4.77K +21 +2%
CGL
521
Clarius Group LLC
Washington
$295K +$27.9K +123 +12%
HCM
522
Hollencrest Capital Management
California
$292K – – –
PCP
523
Proficio Capital Partners
Massachusetts
$288K +$258K +1,135 New
ACA
524
Aptus Capital Advisors
Alabama
$284K +$14.3K +63 +6%
CCA
525
Checchi Capital Advisers
California
$283K – – –
19 20
21
22 23