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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
451
Burney Company
Virginia
$585K -$31.5K -3,761 -5%
GWS
452
Glassman Wealth Services
Virginia
$582K +$3.32K +397 +0.6%
CPWA
453
Cerro Pacific Wealth Advisors
California
$579K +$551K +65,834 New
ECM
454
Everence Capital Management
Indiana
$578K – – –
APA
455
American Portfolios Advisors
New York
$573K -$81.3K -9,713 -13%
IAIM
456
International Assets Investment Management
Florida
$571K +$7.34K +877 +1%
DHFB
457
Dixon Hubard Feinour & Brown
Virginia
$566K – – –
LOAMS
458
Lombard Odier Asset Management (Switzerland)
Switzerland
$565K -$117K -13,932 -18%
MC
459
Moors & Cabot
Massachusetts
$565K +$158K +18,893 +41%
CCP
460
Corient Capital Partners
California
$561K -$255K -30,481 -32%
BCM
461
Brookstone Capital Management
Illinois
$559K -$5.3K -633 -1%
WP
462
WealthPLAN Partners
Nebraska
$556K +$103K +12,267 +33%
JWCA
463
J.W. Cole Advisors
Florida
$555K -$1.59M -189,738 -75%
LDFR
464
Lehman & Derafelo Financial Resources
Pennsylvania
$552K -$37.6K -4,489 -7%
CWS
465
Cypress Wealth Services
California
$552K +$526K +62,820 New
BC
466
Brookfield Corp
Ontario, Canada
$545K +$519K +62,000 New
KWM
467
Kingsview Wealth Management
Oregon
$542K -$96.8K -11,558 -16%
NA
468
NewEdge Advisors
Louisiana
$542K +$77.1K +9,203 +18%
CA
469
Capitolis Advisors
New York
$540K +$514K +61,444 New
CCWA
470
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$537K +$8.09K +966 +2%
GSEP
471
Golden State Equity Partners
California
$536K +$511K +61,082 New
OWM
472
OneAscent Wealth Management
Alabama
$535K +$509K +60,832 New
BSW
473
Buckingham Strategic Wealth
Missouri
$530K +$143K +17,029 +39%
NSEDCP
474
NJ State Employees Deferred Compensation Plan
New Jersey
$527K – – –
TCM
475
Twin Capital Management
Pennsylvania
$522K -$12.7K -1,520 -2%
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