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Name Holding Trade Value Shares
Change 		Change in
Stake
NWAG
776
Net Worth Advisory Group
Utah
$310K +$333K +1,572 New
PFWA
777
Paces Ferry Wealth Advisors
Georgia
$303K – – –
TGY2IT
778
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$303K +$325K +1,537 New
AUB
779
Atlantic Union Bankshares
Virginia
$303K +$11K +52 +4%
FC
780
FORA Capital
Florida
$303K -$2.4M -11,349 -92%
1W
781
1776 Wealth
Georgia
$301K – – –
HA
782
Herold Advisors
New York
$300K – – –
GIA
783
Gladstone Institutional Advisory
Florida
$297K -$1.27K -6 -0.4%
PP
784
PDS Planning
Ohio
$297K +$29.2K +138 +10%
MC
785
Moors & Cabot
Massachusetts
$296K -$223K -1,053 -41%
PAM
786
Peak Asset Management
Colorado
$296K -$12.7K -60 -4%
RP
787
Regal Partners
Australia
$296K +$317K +1,500 New
GWP
788
Gateway Wealth Partners
Wisconsin
$294K +$316K +1,493 New
WA
789
Waverly Advisors
Alabama
$294K +$2.96K +14 +0.9%
APG
790
Abacus Planning Group
South Carolina
$293K -$36.4K -172 -10%
LAM
791
L2 Asset Management
Massachusetts
$291K +$23.3K +110 +8%
CAP
792
Cordoba Advisory Partners
New York
$289K +$310K +1,467 New
FPAS
793
Focus Partners Advisor Solutions
Missouri
$289K -$201K -948 -39%
AWA
794
Aaron Wealth Advisors
Illinois
$288K -$19.9K -94 -6%
GT
795
Glenmede Trust
Pennsylvania
$287K +$308K +1,457 New
GI
796
GAMMA Investing
California
$285K +$24.7K +117 +9%
BCM
797
Brooktree Capital Management
Michigan
$285K -$3.17K -15 -1%
CWP
798
Core Wealth Partners
California
$284K – – –
FT
799
Fiduciary Trust
Massachusetts
$280K +$300K +1,418 New
LCAM
800
London & Capital Asset Management
United Kingdom
$279K +$300K +1,417 New
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