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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1276
Modera Wealth Management
New Jersey
$840K +$89.6K +177 +12%
KA
1277
Klingman & Associates
New York
$839K +$19.2K +38 +2%
BBES
1278
Buffalo Business & Estate Services
New York
$837K – – –
RMSCM
1279
R.M. Sincerbeaux Capital Management
New York
$830K – – –
CSPIA
1280
Cary Street Partners Investment Advisory
Virginia
$829K +$11.6K +23 +1%
AWM
1281
Aprio Wealth Management
Georgia
$827K +$78K +154 +11%
SG
1282
StoneX Group
New York
$825K +$329K +650 +68%
IAN
1283
Integrated Advisors Network
Texas
$823K -$9.62K -19 -1%
BHC
1284
Bull Harbor Capital
Maryland
$823K +$287K +567 +56%
CIAS
1285
Capital Investment Advisory Services
North Carolina
$819K +$15.2K +30 +2%
SIM
1286
Stratos Investment Management
Ohio
$818K -$45.6K -90 -5%
IAMOG
1287
Investors Asset Management of Georgia
Georgia
$818K +$506 +1 +0.1%
ADL
1288
Asset Dedication LLC
California
$816K -$109K -216 -12%
RCG
1289
Ridge Creek Global
Ohio
$814K -$8.61K -17 -1%
SWM
1290
Sandro Wealth Management
New Jersey
$813K +$4.56K +9 +0.6%
LC
1291
LCNB Corp
Ohio
$812K +$4.05K +8 +0.5%
IA
1292
Inspire Advisors
Idaho
$810K +$790K +1,559 New
BMC
1293
Benin Management Corp
Connecticut
$809K – – –
LCWP
1294
Legacy Capital Wealth Partners
Arkansas
$807K -$9.12K -18 -1%
FB
1295
Fulton Bank
Pennsylvania
$807K -$27.4K -54 -3%
VCM
1296
Versant Capital Management
Arizona
$805K -$35.5K -70 -4%
RWP
1297
Revolve Wealth Partners
New Jersey
$802K +$358K +707 +84%
FA
1298
Fiduciary Alliance
South Carolina
$801K +$18.2K +36 +2%
QC
1299
Quent Capital
New York
$801K +$25.8K +51 +3%
AC
1300
Apella Capital
Connecticut
$794K -$116K -230 -13%
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