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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
651
Princeton Global Asset Management
New Jersey
$247K +$254K +10,600 New
LSAG
652
Lake Street Advisors Group
New Hampshire
$246K -$31K -1,292 -11%
CA
653
CastleArk Alternatives
Illinois
$245K – – –
EAM
654
Eagle Asset Management
Florida
$244K -$8.95K -373 -3%
RT
655
Rockland Trust
Massachusetts
$243K – – –
AP
656
Americana Partners
Texas
$243K +$21.8K +910 +10%
MA
657
MUFG Americas
New York
$242K -$138K -5,763 -36%
SG
658
StoneX Group
New York
$241K -$51.6K -2,150 -17%
CG
659
CFO4Life Group
Texas
$241K -$3.31K -138 -1%
HCM
660
Howland Capital Management
Massachusetts
$241K +$2.16K +90 +0.9%
OFG
661
Oxford Financial Group
Indiana
$240K -$2.4K -100 -1%
ACP
662
Aviance Capital Partners
Florida
$240K – – –
CL
663
Choreo LLC
Illinois
$239K -$98.9K -4,121 -29%
NAS
664
Nicolet Advisory Services
Wisconsin
$238K -$83.9K -3,496 -26%
AWE
665
Avidian Wealth Enterprises
Texas
$237K +$6.36K +265 +3%
AIM
666
Axiom Investment Management
New York
$235K -$5.26K -219 -2%
ITIM
667
Indiana Trust & Investment Management
Indiana
$234K -$54K -2,250 -18%
AIP
668
Ahrens Investment Partners
Louisiana
$234K -$21.3K -887 -8%
APC
669
Aspire Private Capital
North Carolina
$233K -$141K -5,854 -37%
NCM
670
Noesis Capital Mangement
Florida
$233K -$64.8K -2,700 -21%
IIC
671
Integrated Investment Consultants
Michigan
$233K -$31.7K -1,321 -12%
FM
672
Foster & Motley
Ohio
$233K -$19.1K -796 -7%
CK
673
Cohen Klingenstein
New York
$233K – – –
SCA
674
Stillwater Capital Advisors
Pennsylvania
$233K – – –
IB
675
Intrust Bank
Kansas
$233K +$240K +10,011 New
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