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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1101
Beacon Financial Group
Texas
$260K +$19.1K +100 +8%
WAG
1102
Winthrop Advisory Group
Massachusetts
$260K +$267K +1,400 New
GWS
1103
Glassman Wealth Services
Virginia
$258K -$19.1K -100 -7%
BOTW
1104
Bank of the West
California
$258K -$7.24K -38 -3%
BCWM
1105
Blue Chip Wealth Management
Florida
$258K +$22.5K +118 +9%
PCG
1106
Private Capital Group
Connecticut
$257K -$48.8K -256 -16%
RRWA
1107
Rainey & Randall Wealth Advisors
Florida
$256K – – –
BWL
1108
Bogart Wealth LLC
Virginia
$253K +$115K +604 +79%
EWG
1109
Executive Wealth Group
Washington
$250K – – –
FA
1110
FCG Advisors
New Jersey
$250K -$191K -1,000 -43%
HPCM
1111
High Pointe Capital Management
Illinois
$249K -$3.81K -20 -1%
FBC
1112
Fairfield, Bush & Co
Connecticut
$247K -$131K -685 -34%
AFG
1113
Albion Financial Group
Utah
$247K – – –
MCM
1114
MAI Capital Management
Ohio
$246K +$1.91K +10 +0.8%
ACM
1115
Azimuth Capital Management
Michigan
$246K +$253K +1,328 New
DAS
1116
Dynamic Advisor Solutions
Arizona
$245K +$34.1K +179 +16%
RG
1117
Rikoon Group
New Mexico
$243K +$13.2K +69 +6%
CIA
1118
Capital Investment Advisors
Georgia
$242K +$13.3K +70 +6%
PWLP
1119
Prio Wealth Limited Partnership
Massachusetts
$241K -$19.1K -100 -7%
PCMC
1120
Paragon Capital Management (Colorado)
Colorado
$241K – – –
LCM
1121
Lucas Capital Management
New Jersey
$237K +$243K +1,275 New
BAM
1122
Belpointe Asset Management
Nevada
$237K +$244K +1,279 New
MSE
1123
MUFG Securities EMEA
United Kingdom
$236K -$38.1K -200 -14%
MA
1124
MUFG Americas
New York
$236K +$130K +684 +116%
RCM
1125
Riverhead Capital Management
Delaware
$233K +$125K +654 +109%
43 44
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