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Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
651
Founders Financial Securities
Maryland
$354K +$29.1K +195 +9%
EWM
652
Empirical Wealth Management
Washington
$353K +$368K +2,472 New
GWMR
653
GC Wealth Management RIA
Massachusetts
$351K -$2.68K -18 -0.7%
BMC
654
Beaton Management Company
Massachusetts
$348K – – –
MOS
655
MGO One Seven
Ohio
$346K +$139K +930 +62%
TPCW
656
TD Private Client Wealth
New York
$341K -$19.5K -131 -5%
LFAS
657
Level Four Advisory Services
Texas
$340K -$9.09K -61 -3%
IWA
658
Icon Wealth Advisors
Texas
$340K +$4.02K +27 +1%
BFM
659
Boston Financial Management
Massachusetts
$338K +$352K +2,363 New
CFP
660
Catalyst Financial Partners
Massachusetts
$337K +$4.17K +28 +1%
PCS
661
Personal CFO Solutions
New Jersey
$336K -$19.2K -129 -5%
FCB
662
First County Bank
Connecticut
$335K -$34.3K -230 -9%
FC
663
Farringdon Capital
United Kingdom
$334K +$348K +2,339 New
OAM
664
Oxford Asset Management
United Kingdom
$334K +$348K +2,339 New
MWM
665
Mission Wealth Management
California
$333K -$7.9K -53 -2%
APWM
666
Argonautica Private Wealth Management
Massachusetts
$332K +$1.34K +9 +0.4%
SCM
667
Shelton Capital Management
Colorado
$331K – – –
BIAS
668
Beacon Investment Advisory Services
New Jersey
$329K – – –
WA
669
WealthTrust Axiom
Pennsylvania
$329K – – –
JF
670
Jump Financial
Illinois
$325K +$339K +2,275 New
NP
671
Nilsine Partners
Colorado
$325K +$2.38K +16 +0.7%
AWM
672
Axxcess Wealth Management
California
$323K -$149 -1 -0%
LC
673
Lindbrook Capital
California
$321K +$86.3K +579 +35%
CA
674
Claris Advisors
Missouri
$318K +$320K +2,150 +2,792%
EFS
675
Essex Financial Services
Connecticut
$318K -$46K -309 -12%
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