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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
676
Sapient Capital
Indiana
$455K -$38.2K -197 -7%
LSAG
677
Lake Street Advisors Group
New Hampshire
$454K +$545K +2,812 New
WCM
678
Whitener Capital Management
North Carolina
$453K +$8.34K +43 +2%
AA
679
Altrafin AG
$452K – – –
BGA
680
Battery Global Advisors
Massachusetts
$450K – – –
LAM
681
Lewis Asset Management
California
$448K +$538K +2,775 New
UB
682
UMB Bank
Missouri
$447K -$26.6K -137 -5%
ACS
683
Archford Capital Strategies
Illinois
$447K – – –
BWA
684
Bordeaux Wealth Advisors
California
$445K -$655K -3,380 -55%
II
685
Inspire Investing
Idaho
$441K +$97.5K +503 +23%
DJSG
686
D.J. St. Germain
Massachusetts
$439K +$527K +2,718 New
AT
687
Arden Trust
Delaware
$430K -$20.9K -108 -4%
DA
688
Doliver Advisors
Texas
$430K -$1.18M -6,060 -69%
RPCONE
689
Retirement Planning Company of New England
Rhode Island
$430K +$516K +2,662 New
LSPW
690
Lake Street Private Wealth
Illinois
$430K +$85.3K +440 +20%
WAS
691
Wealth Advisory Solutions
Indiana
$428K +$184K +950 +56%
NFSG
692
Newbridge Financial Services Group
Florida
$423K +$99.9K +515 +24%
FZCM
693
Flynn Zito Capital Management
New York
$423K +$507K +2,615 New
SWM
694
Spire Wealth Management
Virginia
$418K -$498K -2,569 -50%
DT
695
Diversified Trust
Tennessee
$417K -$155K -800 -24%
IAIM
696
International Assets Investment Management
Florida
$413K +$3.3K +17 +0.7%
CCM
697
Cohen Capital Management
California
$412K +$494K +2,550 New
BM
698
Brandywine Managers
Delaware
$412K – – –
WA
699
Wealth Alliance
New York
$411K +$494K +2,546 New
FFA
700
Farther Finance Advisors
California
$408K +$164K +847 +50%
26 27
28
29 30