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Name Holding Trade Value Shares
Change
Change in
Stake
AO
701
Advisor OS
Illinois
$489K +$58.4K +300 +14%
GWM
702
GSB Wealth Management
Connecticut
$489K +$389 +2 +0.1%
FRA
703
Frank Rimerman Advisors
California
$486K +$2.53K +13 +0.6%
EP
704
Essential Partners
California
$484K +$45.7K +235 +11%
DCM
705
DGS Capital Management
New Jersey
$484K +$22.8K +117 +5%
FT
706
Fiduciary Trust
Massachusetts
$481K -$163K -837 -26%
GWMR
707
GC Wealth Management RIA
Massachusetts
$476K -$855K -4,394 -65%
FAMI
708
Fideuram Asset Management (Ireland)
$473K +$493K +2,532 New
BC
709
Bridgefront Capital
Texas
$471K -$138K -710 -24%
RFN
710
RDA Financial Network
Iowa
$470K +$8.76K +45 +2%
OIMU
711
Osmosis Investment Management UK
United Kingdom
$468K +$443K +2,279 New
OCA
712
OpenArc Corporate Advisory
Georgia
$464K +$439K +2,258 New
CI
713
Cigna Investments
Connecticut
$460K -$7.2K -37 -2%
AFG
714
Atomi Financial Group
New York
$459K +$62.5K +321 +17%
IAA
715
Independent Advisor Alliance
North Carolina
$457K +$21.8K +112 +5%
LWM
716
Lyell Wealth Management
California
$457K +$33.7K +173 +8%
CSIA
717
Conrad Siegel Investment Advisors
Pennsylvania
$454K -$13.2K -68 -3%
ISS
718
Intesa Sanpaolo SpA.
Italy
$453K +$426K +2,190 New
MSCM
719
McElhenny Sheffield Capital Management
Texas
$450K +$427K +2,193 New
KPWG
720
KFA Private Wealth Group
Virginia
$443K
PJSIMP
721
P.J. Schmidt Investment Management (PJS)
Wisconsin
$442K -$9.73K -50 -2%
GFA
722
Gallagher Fiduciary Advisors
Illinois
$439K +$28.6K +147 +7%
First Manhattan
723
First Manhattan
New York
$437K -$17.9K -92 -4%
FFN
724
Focus Financial Network
Minnesota
$437K +$5.45K +28 +1%
CICI
725
Capital Investment Counsel Inc
North Carolina
$436K