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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
926
Arlington Partners
Alabama
$279K +$8.73K +64 +3%
GRWP
927
Green Ridge Wealth Planning
New Jersey
$276K – – –
PCH
928
PGIM Custom Harvest
New Jersey
$275K +$3.41K +25 +1%
CIA
929
Choate Investment Advisors
Massachusetts
$275K -$29.5K -216 -10%
FWP
930
FAS Wealth Partners
Kansas
$275K – – –
AWAU
931
Alliance Wealth Advisors (Utah)
Utah
$274K -$91.5K -671 -26%
PSC
932
Prentiss Smith & Co
Vermont
$273K – – –
FC
933
FORA Capital
Florida
$273K +$260K +1,906 New
OPWM
934
Oregon Pacific Wealth Management
Oregon
$270K -$3.14K -23 -1%
BLFG
935
Brian Low Financial Group
Louisiana
$268K +$4.09K +30 +2%
MG
936
Mather Group
Illinois
$268K +$9.96K +73 +4%
TP
937
TritonPoint Partners
Maryland
$267K +$255K +1,866 New
CA
938
Clearstead Advisors
Ohio
$266K -$549K -4,027 -68%
SAM
939
Seelaus Asset Management
New Jersey
$266K +$253K +1,856 New
CWS
940
Confluence Wealth Services
Pennsylvania
$265K +$253K +1,854 New
OFO
941
OneAscent Family Office
Alabama
$262K +$250K +1,831 New
QWP
942
Quotient Wealth Partners
Texas
$261K +$16.1K +118 +7%
PGFC
943
Peapack-Gladstone Financial Corp
New Jersey
$259K +$30.1K +221 +14%
SAS
944
Stelac Advisory Services
New York
$258K – – –
BP
945
Ballentine Partners
Massachusetts
$258K -$14.6K -107 -6%
SW
946
Simplicity Wealth
New Jersey
$257K -$598K -4,384 -71%
KA
947
Kovack Advisors
Florida
$257K -$16.1K -118 -6%
CSW
948
Cogent Strategic Wealth
Illinois
$256K – – –
SP
949
Symmetry Partners
Connecticut
$255K -$60.7K -445 -20%
CWP
950
Curated Wealth Partners
California
$255K +$243K +1,780 New
36 37
38
39 40