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Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
1051
Lake Street Advisors Group
New Hampshire
$35.9M +$285K +1,566 +0.8%
GL
1052
Graypoint LLC
New York
$35.9M +$1.43M +7,860 +4%
JWM
1053
JGP Wealth Management
Oregon
$35.8M -$586K -3,223 -2%
BP
1054
BBR Partners
New York
$35.8M +$10.8M +59,250 +40%
WP
1055
WMS Partners
Maryland
$35.8M -$3.87M -21,279 -9%
OGC
1056
Oak Grove Capital
New Hampshire
$35.8M -$1.27M -6,961 -3%
RCW
1057
Rheos Capital Works
Japan
$35.7M +$19.5M +107,000 +106%
ZF
1058
Zega Financial
Florida
$35.7M -$7.4M -40,688 -16%
WPW
1059
Waldron Private Wealth
Pennsylvania
$35.6M -$2.86M -15,728 -7%
RMC
1060
Resources Management Corp
Connecticut
$35.6M -$1.39M -7,642 -4%
CANC
1061
Culbertson A N & Co
Virginia
$35.6M -$667K -3,671 -2%
AWM
1062
Avior Wealth Management
Nebraska
$35.6M +$7.44M +40,942 +25%
SSA
1063
Schonfeld Strategic Advisors
New York
$35.5M +$21M +115,394 +126%
FFA
1064
Farther Finance Advisors
California
$35.5M +$1.52M +8,350 +4%
GG
1065
Greenwood Gearhart
Arkansas
$35.5M +$306K +1,685 +0.8%
FA
1066
Fagan Associates
New York
$35.5M -$426K -2,343 -1%
OWA
1067
Octavia Wealth Advisors
Ohio
$35.5M -$348K -1,914 -0.9%
VWA
1068
Visionary Wealth Advisors
Illinois
$35.4M -$94K -517 -0.3%
CFS
1069
CRA Financial Services
New Jersey
$35.3M -$101K -554 -0.3%
SGK
1070
Steigerwald Gordon & Koch
Virginia
$35.3M -$804K -4,424 -2%
BFC
1071
Blue Fin Capital
Rhode Island
$35.3M -$304K -1,674 -0.8%
GIM
1072
Generate Investment Management
New Zealand
$35.3M +$8.69M +47,818 +30%
GWM
1073
Greenwich Wealth Management
Connecticut
$35.2M -$61.6K -339 -0.2%
EWM
1074
Executive Wealth Management
Michigan
$35.2M -$1.4M -7,715 -4%
PGIM
1075
Pacific Global Investment Management
California
$35.2M -$827K -4,549 -2%
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