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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
676
Waverly Advisors
Alabama
$258K +$246K +3,320 New
BWP
677
Baldwin Wealth Partners
Massachusetts
$256K – – –
1WA
678
180 Wealth Advisors
Washington
$255K +$243K +3,280 New
IAN
679
Integrated Advisors Network
Texas
$255K +$242K +3,275 New
TPA
680
Trivium Point Advisory
Connecticut
$253K -$2.74K -37 -1%
VAS
681
Vestmark Advisory Solutions
Massachusetts
$251K -$212K -2,867 -47%
PIA
682
Perennial Investment Advisors
California
$250K -$30.9K -417 -11%
QCG
683
Quadrant Capital Group
Ohio
$250K +$21.4K +289 +10%
PCS
684
Personal CFO Solutions
New Jersey
$250K +$238K +3,212 New
BBHC
685
Brown Brothers Harriman & Co
New York
$250K -$53.2K -719 -18%
CPCM
686
Cardinal Point Capital Management
Ontario, Canada
$249K +$237K +3,200 New
AA
687
Argent Advisors
Louisiana
$246K – – –
CWA
688
Crux Wealth Advisors
California
$245K +$233K +3,151 New
UAML
689
US Asset Management LLC
Pennsylvania
$245K -$8.51K -115 -4%
AWM
690
Angeles Wealth Management
California
$245K +$233K +3,145 New
IAA
691
Independent Advisor Alliance
North Carolina
$244K +$232K +3,135 New
IWC
692
Integrated Wealth Concepts
Massachusetts
$244K +$232K +3,133 New
TC
693
TAP Consulting
Missouri
$243K – – –
FRM
694
Fox Run Management
Connecticut
$241K -$925K -12,500 -80%
ACA
695
Aptus Capital Advisors
Alabama
$240K +$228K +3,083 New
CFO
696
Callan Family Office
Pennsylvania
$238K +$227K +3,061 New
PWS
697
Peterson Wealth Services
Utah
$236K +$14.9K +201 +7%
MSFP
698
Mark Sheptoff Financial Planning
Connecticut
$233K -$138K -1,870 -38%
GCM
699
Greenland Capital Management
New York
$232K +$220K +2,978 New
SW
700
SVB Wealth
Massachusetts
$231K +$220K +2,975 New
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