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Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
701
Lake Street Advisors Group
New Hampshire
$278K -$22.6K -667 -7%
WAS
702
WESPAC Advisors SoCal
California
$276K +$23.7K +700 +9%
ESB
703
Essex Savings Bank
Connecticut
$273K -$981 -29 -0.3%
RG
704
Rathbones Group
United Kingdom
$272K – – –
RCAG
705
Rehmann Capital Advisory Group
Michigan
$271K -$17.1K -506 -6%
AG
706
AlTi Global
New York
$271K +$6.6K +195 +2%
GFG
707
Goldstone Financial Group
Illinois
$270K -$372 -11 -0.1%
CAMG
708
CWA Asset Management Group
Florida
$269K +$290K +8,583 New
PWP
709
Phillips Wealth Planners
Mississippi
$269K -$9.03K -267 -3%
MWM
710
Modera Wealth Management
New Jersey
$269K +$20.6K +610 +8%
BAM
711
Berkshire Asset Management
Pennsylvania
$267K – – –
RA
712
RFG Advisory
Alabama
$266K +$43.8K +1,296 +18%
BIM
713
Bridges Investment Management
Nebraska
$265K -$6.43K -190 -2%
EAM
714
Eagle Asset Management
Florida
$264K +$30.1K +891 +11%
GJIA
715
Glass Jacobson Investment Advisors
Maryland
$263K -$14.4K -427 -5%
SP
716
Successful Portfolios
Florida
$262K -$3.82K -113 -1%
BAM
717
Belpointe Asset Management
Nevada
$262K +$282K +8,336 New
SIC
718
Sigma Investment Counselors
Michigan
$262K – – –
TCWM
719
Total Clarity Wealth Management
Illinois
$262K +$282K +8,334 New
UCB
720
United Community Bank
South Carolina
$260K – – –
WC
721
Woodstock Corp
Massachusetts
$260K – – –
OFG
722
Oxford Financial Group
Indiana
$260K -$2.98K -88 -1%
LPAM
723
Lodestar Private Asset Management
California
$260K – – –
GL
724
Graypoint LLC
New York
$259K – – –
CT
725
Caldwell Trust
Florida
$259K +$34 +1 +0%
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