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Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
1501
Founders Financial Securities
Maryland
$650K +$34.4K +643 +6%
CF
1502
Centaurus Financial
California
$649K -$64.6K -1,206 -9%
IPW
1503
Inlet Private Wealth
Florida
$644K – – –
GLLW
1504
Graves Light Lenhart Wealth
Virginia
$644K +$15.5K +289 +3%
IFS
1505
Ifrah Financial Services
Arkansas
$642K +$114K +2,137 +22%
WANY
1506
Wealthspire Advisors (New York)
New York
$642K +$631K +11,790 New
GG
1507
Greenwood Gearhart
Arkansas
$640K -$26.4K -493 -4%
UWPG
1508
Ullmann Wealth Partners Group
Florida
$639K -$230K -4,296 -27%
AF
1509
Allworth Financial
California
$638K +$21.8K +408 +4%
AWE
1510
Avidian Wealth Enterprises
Texas
$638K +$112K +2,087 +22%
IDA
1511
Intelligence Driven Advisers
California
$636K -$39.6K -739 -6%
CWM
1512
Centric Wealth Management
Illinois
$635K +$27.2K +508 +4%
CFS
1513
CRA Financial Services
New Jersey
$632K – – –
BIAS
1514
Beacon Investment Advisory Services
New Jersey
$631K +$77.1K +1,440 +14%
WC
1515
Whitney & Co
New York
$629K – – –
DAC
1516
Dividend Assets Capital
South Carolina
$629K +$8.89K +166 +1%
GFP
1517
Gryphon Financial Partners
Ohio
$629K +$61.5K +1,149 +11%
EWM
1518
Evermay Wealth Management
Virginia
$628K +$159K +2,975 +35%
MPIA
1519
Mountain Pacific Investment Advisers
Idaho
$626K -$37.5K -700 -6%
CA
1520
Claro Advisors
Massachusetts
$626K +$2.89K +54 +0.5%
BRC
1521
Bell Rock Capital
Delaware
$625K +$29K +541 +5%
CAM
1522
Close Asset Management
United Kingdom
$623K +$226K +4,225 +58%
APC
1523
Aspire Private Capital
North Carolina
$622K -$113K -2,112 -16%
QCM
1524
Quest Capital Management
Texas
$622K -$37.9K -707 -6%
CAM
1525
Cubic Asset Management
Massachusetts
$622K -$6.75K -126 -1%
59 60
61
62 63