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Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
601
Integrated Investment Consultants
Michigan
$319K +$331K +2,609 New
SQA
602
Simon Quick Advisors
New Jersey
$319K +$330K +2,605 New
RFP
603
Root Financial Partners
California
$319K -$2.79K -22 -0.8%
DWT
604
Dorsey & Whitney Trust
South Dakota
$318K -$25.2K -199 -7%
KA
605
Kozak & Associates
Colorado
$315K +$68.2K +538 +29%
CPC
606
CFC Planning Company
Indiana
$313K +$81.8K +646 +34%
AI
607
AXS Investments
New York
$310K -$2.15K -17 -0.7%
BW
608
BIP Wealth
Georgia
$309K +$3.42K +27 +1%
BPA
609
Beacon Pointe Advisors
California
$309K -$7.16M -56,505 -96%
KAM
610
Kazazian Asset Management
Florida
$306K -$823K -6,500 -72%
WF
611
Welch & Forbes
Massachusetts
$299K – – –
WPWM
612
Western Pacific Wealth Management
Illinois
$296K +$306K +2,415 New
SPIA
613
Steward Partners Investment Advisory
New York
$296K -$300K -2,368 -50%
JPWM
614
Jamison Private Wealth Management
Georgia
$295K +$306K +2,413 New
AFG
615
Atomi Financial Group
New York
$293K +$304K +2,397 New
VCM
616
Versant Capital Management
Arizona
$291K -$46K -363 -13%
TAM
617
Trust Asset Management
Texas
$290K – – –
RDWM
618
Red Door Wealth Management
Tennessee
$290K +$73.2K +578 +32%
MCM
619
MAI Capital Management
Ohio
$287K -$135K -1,069 -31%
IIC
620
Ironwood Investment Counsel
Arizona
$285K -$4.13M -32,616 -93%
LB
621
Legacy Bridge
Iowa
$282K -$2.91K -23 -1%
CCM
622
Chiron Capital Management
Florida
$282K +$12.7K +100 +5%
HIP
623
Harrell Investment Partners
Texas
$279K -$4.31K -34 -1%
QCG
624
Quadrant Capital Group
Ohio
$277K -$2.07M -16,329 -88%
BWM
625
BlackDiamond Wealth Management
New York
$276K +$190K +1,498 New
23 24
25
26 27