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Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
726
Wealthspire Advisors (New York)
New York
$479K +$444K +4,230 New
ACA
727
Atlas Capital Advisors
Wyoming
$477K -$416K -3,960 -48%
DY
728
Dowling & Yahnke
California
$475K +$99.7K +950 +29%
BO
729
BRR OpCo
Ohio
$473K +$23.1K +220 +6%
FHC
730
First Horizon Corporation
Tennessee
$470K -$5.25K -50 -1%
WP
731
WealthSource Partners
California
$469K -$28.3K -270 -6%
IWM
732
IHT Wealth Management
Illinois
$469K +$92.4K +880 +27%
BWP
733
Baldwin Wealth Partners
Massachusetts
$469K +$157K +1,500 +57%
OIM
734
Oder Investment Management
California
$467K +$434K +4,130 New
PO
735
Private Ocean
California
$465K -$151K -1,440 -26%
BTWM
736
Baker Tilly Wealth Management
Wisconsin
$461K +$427K +4,070 New
BAS
737
Brown Advisory Securities
Maryland
$458K +$425K +4,050 New
FANJ
738
Financial Architects (New Jersey)
New Jersey
$455K -$26.2K -250 -6%
JWM
739
JGP Wealth Management
Oregon
$455K +$18.9K +180 +5%
PWA
740
Phoenix Wealth Advisors
North Carolina
$455K +$422K +4,020 New
CIA
741
Capital Investment Advisors
Georgia
$454K +$7.35K +70 +2%
CA
742
Cullinan Associates
Kentucky
$453K – – –
EFS
743
Essex Financial Services
Connecticut
$452K +$419K +3,990 New
BBHC
744
Brown Brothers Harriman & Co
New York
$448K – – –
VC
745
Vicus Capital
Pennsylvania
$445K -$22K -210 -5%
BG
746
Bollard Group
Massachusetts
$444K – – –
BCV
747
Banque Cantonale Vaudoise
Switzerland
$444K +$411K +3,920 New
AO
748
Advisor OS
Illinois
$442K +$56.7K +540 +16%
OFG
749
OmniStar Financial Group
North Carolina
$439K -$31.5K -300 -7%
QI
750
Qtron Investments
Massachusetts
$439K +$117K +1,110 +40%
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