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Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
1276
Systematic Alpha Investments
New Jersey
$333K – – –
PFO
1277
Pathstone Family Office
New Jersey
$333K +$111K +1,526 +50%
ABLA
1278
Alan B. Lancz & Associates
Ohio
$333K +$337K +4,619 New
AWP
1279
Abacus Wealth Partners
California
$332K +$1.46K +20 +0.4%
NW
1280
NewEdge Wealth
Pennsylvania
$331K -$20.2K -277 -6%
SFG
1281
Summit Financial Group
West Virginia
$331K -$510 -7 -0.2%
IWM
1282
IHT Wealth Management
Illinois
$329K +$41.9K +575 +14%
NPF
1283
Norris Perne & French
Michigan
$328K -$9.11K -125 -3%
PWA
1284
Physician Wealth Advisors
Utah
$327K -$49.4K -678 -14%
EHWM
1285
Eads & Heald Wealth Management
Georgia
$327K -$25.1K -345 -7%
TWP
1286
Tempus Wealth Planning
California
$327K -$10.9K -150 -3%
BWP
1287
Baldwin Wealth Partners
Massachusetts
$327K – – –
GF
1288
Gries Financial
Ohio
$327K +$14.9K +205 +5%
QCG
1289
Quadrant Capital Group
Ohio
$327K +$35K +480 +12%
FFA
1290
Founders Financial Alliance
North Carolina
$326K -$3.42K -47 -1%
FIM
1291
Freedom Investment Management
Connecticut
$325K +$89.6K +1,230 +38%
SFFS
1292
Stonehage Fleming Financial Services
Jersey
$323K – – –
MWM
1293
Modera Wealth Management
New Jersey
$323K +$8.82K +121 +3%
IA
1294
IndexIQ Advisors
New York
$322K +$42.1K +578 +15%
TF
1295
TLWM Financial
Texas
$321K – – –
AA
1296
Argent Advisors
Louisiana
$321K +$91.9K +1,261 +40%
SWA
1297
Sutton Wealth Advisors
Florida
$320K -$6.05K -83 -2%
CW
1298
CreativeOne Wealth
Kansas
$320K +$5.54K +76 +2%
SG
1299
Stonnington Group
California
$320K +$21.9K +300 +9%
BDF
1300
Balasa Dinverno & Foltz
$320K +$54.5K +748 +20%
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