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Name Holding Trade Value Shares
Change 		Change in
Stake
LWMM
651
Legacy Wealth Management (Mississippi)
Mississippi
$498K -$26.7K -155 -5%
MM
652
MQS Management
New York
$495K +$471K +2,735 New
ACA
653
Anchor Capital Advisors
Massachusetts
$495K – – –
FCP
654
Fidelis Capital Partners
Florida
$494K +$9.12K +53 +2%
EC
655
EntryPoint Capital
New York
$493K -$18.1K -105 -4%
IAG
656
Investment Advisory Group
Massachusetts
$492K -$344 -2 -0.1%
PA
657
Parallel Advisors
California
$491K -$43K -250 -8%
FFM
658
Forum Financial Management
Illinois
$488K +$62.5K +363 +16%
SWP
659
Sagespring Wealth Partners
Tennessee
$481K +$2.58K +15 +0.6%
BFM
660
Boothbay Fund Management
New York
$476K -$184K -1,067 -29%
CIM
661
Contravisory Investment Management
Massachusetts
$463K -$1.72K -10 -0.4%
OBWP
662
O'Brien Wealth Partners
Massachusetts
$461K – – –
WJWM
663
Williams Jones Wealth Management
New York
$459K -$39.1K -227 -8%
CPIG
664
Chicago Partners Investment Group
Illinois
$457K +$56.4K +328 +15%
EWA
665
EverSource Wealth Advisors
Alabama
$457K +$177K +1,028 +69%
GD
666
Grandfield & Dodd
New York
$456K – – –
BJL
667
Brighton Jones LLC
Washington
$456K +$434K +2,521 New
LFAS
668
Level Four Advisory Services
Texas
$454K +$16.7K +97 +4%
FWP
669
Forefront Wealth Partners
Texas
$453K +$432K +2,511 New
IAA
670
Independent Advisor Alliance
North Carolina
$444K +$3.44K +20 +0.8%
CFO
671
Callan Family Office
Pennsylvania
$441K +$420K +2,439 New
DWM
672
Dogwood Wealth Management
Kansas
$440K -$221K -1,283 -35%
SWM
673
Segment Wealth Management
Texas
$438K – – –
KPWS
674
Kestra Private Wealth Services
Texas
$436K -$55.6K -323 -12%
RFN
675
RDA Financial Network
Iowa
$433K +$184K +1,070 +81%
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