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HP
HPQ

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
501
Elevation Wealth Partners
California
$691K – – –
NA
502
NewEdge Advisors
Louisiana
$688K +$57.1K +1,902 +9%
CGA
503
Crescent Grove Advisors
Illinois
$686K – – –
BPA
504
Beacon Pointe Advisors
California
$686K -$8.22K -274 -1%
DMBA
505
Deseret Mutual Benefit Administrators
Utah
$685K +$22.3K +742 +3%
CF
506
Copperwynd Financial
Arizona
$685K +$4.74K +158 +0.7%
RFG
507
Range Financial Group
Oregon
$677K -$203K -6,775 -23%
NRS
508
Neville Rodie & Shaw
New York
$675K – – –
GA
509
Geller Advisors
New York
$674K +$654K +21,782 New
SAM
510
Silvercrest Asset Management
New York
$670K +$45K +1,499 +7%
HI
511
Humankind Investments
New York
$670K -$155K -5,156 -19%
IFS
512
Ifrah Financial Services
Arkansas
$666K -$6.84K -228 -1%
FNBTCON
513
First National Bank & Trust Co of Newtown
Pennsylvania
$658K – – –
SWIG
514
Strategic Wealth Investment Group
Kentucky
$655K – – –
AC
515
Albar Capital
United Kingdom
$652K -$389K -12,958 -38%
ST
516
Smithfield Trust
Pennsylvania
$650K – – –
PCS
517
Personal CFO Solutions
New Jersey
$639K +$19.7K +657 +3%
BSW
518
Buckingham Strategic Wealth
Missouri
$633K +$109K +3,641 +21%
KPWS
519
Kestra Private Wealth Services
Texas
$631K +$140K +4,659 +29%
AAS
520
Avantax Advisory Services
Texas
$627K -$1.89K -63 -0.3%
BJL
521
Brighton Jones LLC
Washington
$626K +$79K +2,631 +15%
WANY
522
Wealthspire Advisors (New York)
New York
$624K +$22.1K +737 +4%
RAG
523
RIA Advisory Group
Iowa
$616K +$602K +20,063 New
VI
524
Vestcor Inc
New Brunswick, Canada
$608K -$138K -4,605 -19%
VI
525
Versor Investments
New York
$605K -$279K -9,291 -32%
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