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Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1101
Winthrop Advisory Group
Massachusetts
$260K +$267K +1,400 New
GWS
1102
Glassman Wealth Services
Virginia
$258K -$19.1K -100 -7%
BOTW
1103
Bank of the West
California
$258K -$7.24K -38 -3%
BCWM
1104
Blue Chip Wealth Management
Florida
$258K +$22.5K +118 +9%
PCG
1105
Private Capital Group
Connecticut
$257K -$48.8K -256 -16%
RRWA
1106
Rainey & Randall Wealth Advisors
Florida
$256K – – –
BWL
1107
Bogart Wealth LLC
Virginia
$253K +$115K +604 +79%
EWG
1108
Executive Wealth Group
Washington
$250K – – –
FA
1109
FCG Advisors
New Jersey
$250K -$191K -1,000 -43%
HPCM
1110
High Pointe Capital Management
Illinois
$249K -$3.81K -20 -1%
FBC
1111
Fairfield, Bush & Co
Connecticut
$247K -$131K -685 -34%
AFG
1112
Albion Financial Group
Utah
$247K – – –
MCM
1113
MAI Capital Management
Ohio
$246K +$1.91K +10 +0.8%
ACM
1114
Azimuth Capital Management
Michigan
$246K +$253K +1,328 New
DAS
1115
Dynamic Advisor Solutions
Arizona
$245K +$34.1K +179 +16%
RG
1116
Rikoon Group
New Mexico
$243K +$13.2K +69 +6%
CIA
1117
Capital Investment Advisors
Georgia
$242K +$13.3K +70 +6%
PWLP
1118
Prio Wealth Limited Partnership
Massachusetts
$241K -$19.1K -100 -7%
PCMC
1119
Paragon Capital Management (Colorado)
Colorado
$241K – – –
LCM
1120
Lucas Capital Management
New Jersey
$237K +$243K +1,275 New
BAM
1121
Belpointe Asset Management
Nevada
$237K +$244K +1,279 New
MSE
1122
MUFG Securities EMEA
United Kingdom
$236K -$38.1K -200 -14%
MA
1123
MUFG Americas
New York
$236K +$130K +684 +116%
RCM
1124
Riverhead Capital Management
Delaware
$233K +$125K +654 +109%
UC
1125
Unio Capital
New Jersey
$232K – – –
43 44
45
46 47