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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
376
FFT Wealth Management
Pennsylvania
$278K +$29.8K +371 +13%
LAS
377
LWM Advisory Services
Florida
$276K +$481 +6 +0.2%
PWM
378
Perigon Wealth Management
California
$272K +$18K +224 +7%
YIH
379
Y-Intercept (HK)
Hong Kong
$270K +$260K +3,243 New
FA
380
FDx Advisors
Illinois
$270K -$310K -3,870 -54%
FDCDDQ
381
Federation des caisses Desjardins du Quebec
Quebec, Canada
$267K +$12K +149 +5%
LFM
382
LGT Fund Management
Liechtenstein
$259K +$251K +3,129 New
MFFIA
383
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$258K -$3.21K -40 -1%
BFG
384
Bleakley Financial Group
New Jersey
$255K -$4.09K -51 -2%
SW
385
Simplicity Wealth
New Jersey
$255K +$245K +3,058 New
MA
386
MJP Associates
Connecticut
$254K +$39K +486 +19%
AFG
387
Atomi Financial Group
New York
$254K +$245K +3,051 New
FFA
388
Farther Finance Advisors
California
$250K -$20.3K -253 -8%
SWP
389
Stratos Wealth Partners
Ohio
$250K -$78K -973 -25%
AAB
390
ABN AMRO Bank
Netherlands
$249K
IWA
391
Icon Wealth Advisors
Texas
$246K -$2.25K -28 -0.9%
TSMHT
392
Thurston Springer Miller Herd & Titak
Indiana
$245K +$236K +2,941 New
QCM
393
QRG Capital Management
Illinois
$242K -$127K -1,588 -35%
CA
394
Clearstead Advisors
Ohio
$239K -$15.2K -190 -6%
BP
395
Ballentine Partners
Massachusetts
$239K +$230K +2,869 New
Carson Wealth (CWM LLC)
396
Carson Wealth (CWM LLC)
Nebraska
$236K -$822K -10,249 -78%
CP
397
Covenant Partners
Tennessee
$233K -$327K -4,076 -59%
CT
398
Chicago Trust
Illinois
$233K
CS
399
Cannell & Spears
New York
$229K
William Blair & Company
400
William Blair & Company
Illinois
$227K -$53.2K -663 -20%