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Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
1201
Lake Street Advisors Group
New Hampshire
$929K +$33K +272 +3%
MAM
1202
Montchanin Asset Management
Delaware
$922K – – –
MHS
1203
M Holdings Securities
Oregon
$919K +$975K +8,030 New
1IA
1204
1834 Investment Advisors
Wisconsin
$918K +$56.5K +465 +6%
PCM
1205
Perkins Capital Management
Minnesota
$915K – – –
NG
1206
Norden Group
Utah
$912K +$85K +700 +10%
WC
1207
Westhampton Capital
North Carolina
$909K +$114K +935 +13%
FIM
1208
Freedom Investment Management
Connecticut
$907K +$49.9K +411 +5%
VEA
1209
Virtus ETF Advisers
New York
$905K +$775K +6,383 +418%
HB
1210
HTLF Bank
Colorado
$903K -$32.4K -267 -3%
BAM
1211
Belpointe Asset Management
Nevada
$902K -$93.9K -773 -9%
RIA
1212
Realta Investment Advisors
Delaware
$902K +$314K +2,585 +49%
GSB
1213
Greenfield Savings Bank
Massachusetts
$902K +$12.5K +103 +1%
OWA
1214
Outlook Wealth Advisors
Texas
$900K -$5.1K -42 -0.5%
PWM
1215
Perigon Wealth Management
California
$896K +$13.7K +113 +1%
PCM
1216
Pointe Capital Management
Michigan
$895K – – –
EHC
1217
Everett Harris & Co
California
$895K +$14.8K +122 +2%
AWM
1218
Angeles Wealth Management
California
$894K -$49.7K -409 -5%
AFG
1219
Allegheny Financial Group
Pennsylvania
$894K +$219K +1,805 +30%
RA
1220
Ransom Advisory
Rhode Island
$894K -$6.07K -50 -0.6%
ILI
1221
Invesco LLC (Illinois)
Illinois
$894K -$18.2K -150 -2%
CAG
1222
Csenge Advisory Group
Florida
$892K +$194K +1,601 +26%
BIG
1223
Brooklyn Investment Group
New York
$891K – – –
NHC
1224
Nicholas Hoffman & Company
Georgia
$891K +$121 +1 +0%
NAS
1225
Nicolet Advisory Services
Wisconsin
$888K +$171K +1,406 +22%
47 48
49
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