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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2251
Arbor Wealth Advisors
Michigan
$629K – – –
CSPIA
2252
Cary Street Partners Investment Advisory
Virginia
$627K +$138K +1,831 +29%
IFS
2253
Ifrah Financial Services
Arkansas
$626K -$9.83K -130 -2%
MHWM
2254
Montz Harcus Wealth Management
Louisiana
$625K +$2.5K +33 +0.4%
SL
2255
Sentinus LLC
Illinois
$625K +$231K +3,059 +59%
1WA
2256
180 Wealth Advisors
Washington
$624K -$9.37K -124 -1%
CNB
2257
Camden National Bank
Maine
$622K -$27.3K -361 -4%
WF
2258
Wayfinding Financial
Washington
$621K +$20K +265 +3%
AFAS
2259
Acorn Financial Advisory Services
Virginia
$620K -$11K -145 -2%
PCA
2260
Prosperity Capital Advisors
Ohio
$619K +$88.8K +1,174 +17%
GFPC
2261
Global Financial Private Client
Florida
$619K +$14.4K +191 +2%
PAG
2262
Private Advisory Group
Washington
$618K +$67.1K +888 +12%
KWM
2263
Keebeck Wealth Management
Illinois
$618K +$53.3K +705 +10%
GLLW
2264
Graves Light Lenhart Wealth
Virginia
$616K -$88.6K -1,172 -13%
GWM
2265
GDS Wealth Management
Texas
$616K -$74.6K -987 -11%
RA
2266
Rise Advisors
New York
$614K -$33K -436 -5%
TF
2267
Trek Financial
Arizona
$613K -$1.63M -21,523 -73%
ETS
2268
ESL Trust Services
New York
$612K – – –
OBWG
2269
Onyx Bridge Wealth Group
New York
$612K +$2.04K +27 +0.3%
MFT
2270
Moisand Fitzgerald Tamayo
Florida
$611K – – –
BFG
2271
Birch Financial Group
New Hampshire
$610K +$73.7K +975 +14%
HFP
2272
Holistic Financial Partners
Indiana
$609K -$19.4K -257 -3%
PFA
2273
Plotkin Financial Advisors
Maryland
$609K +$3.7K +49 +0.6%
LFG
2274
Lazard Frères Gestion
France
$608K – – –
LFA
2275
Laraway Financial Advisors
Minnesota
$608K -$63.5K -840 -10%
89 90
91
92 93