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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
451
Stephens Inc
Arkansas
$593K -$15.3K -1,831 -3%
FFN
452
Focus Financial Network
Minnesota
$589K +$118K +14,057 +27%
BC
453
Burney Company
Virginia
$585K -$31.5K -3,761 -5%
GWS
454
Glassman Wealth Services
Virginia
$582K +$3.32K +397 +0.6%
CPWA
455
Cerro Pacific Wealth Advisors
California
$579K +$551K +65,834 New
ECM
456
Everence Capital Management
Indiana
$578K – – –
APA
457
American Portfolios Advisors
New York
$573K -$81.3K -9,713 -13%
IAIM
458
International Assets Investment Management
Florida
$571K +$7.34K +877 +1%
DHFB
459
Dixon Hubard Feinour & Brown
Virginia
$566K – – –
LOAMS
460
Lombard Odier Asset Management (Switzerland)
Switzerland
$565K -$117K -13,932 -18%
MC
461
Moors & Cabot
Massachusetts
$565K +$158K +18,893 +41%
CCP
462
Corient Capital Partners
California
$561K -$255K -30,481 -32%
BCM
463
Brookstone Capital Management
Illinois
$559K -$5.3K -633 -1%
WP
464
WealthPLAN Partners
Nebraska
$556K +$103K +12,267 +33%
JWCA
465
J.W. Cole Advisors
Florida
$555K -$1.59M -189,738 -75%
LDFR
466
Lehman & Derafelo Financial Resources
Pennsylvania
$552K -$37.6K -4,489 -7%
CWS
467
Cypress Wealth Services
California
$552K +$526K +62,820 New
BC
468
Brookfield Corp
Ontario, Canada
$545K +$519K +62,000 New
KWM
469
Kingsview Wealth Management
Oregon
$542K -$96.8K -11,558 -16%
NA
470
NewEdge Advisors
Louisiana
$542K +$77.1K +9,203 +18%
CA
471
Capitolis Advisors
New York
$540K +$514K +61,444 New
CCWA
472
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$537K +$8.09K +966 +2%
GSEP
473
Golden State Equity Partners
California
$536K +$511K +61,082 New
OWM
474
OneAscent Wealth Management
Alabama
$535K +$509K +60,832 New
BSW
475
Buckingham Strategic Wealth
Missouri
$530K +$143K +17,029 +39%
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