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Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
976
Fiduciary Wealth Partners
Massachusetts
$390K +$22.7K +47 +7%
TWM
977
TRB Wealth Management
Texas
$389K – – –
LSIA
978
LaSalle St. Investment Advisors
Illinois
$386K +$362K +750 New
FIA
979
FNY Investment Advisers
New York
$386K +$206K +427 +132%
FWI
980
Facet Wealth Inc
Maryland
$384K +$360K +745 New
IA
981
Integrity Alliance
Iowa
$383K -$15.9K -33 -4%
EL
982
EWA LLC
Pennsylvania
$382K +$47.3K +98 +15%
TFA
983
Toth Financial Advisory
Virginia
$382K -$74.8K -155 -17%
EDRH
984
Edmond de Rothschild Holding
Switzerland
$381K +$357K +739 New
OIS
985
OneAscent Investment Solutions
Alabama
$380K -$216K -448 -38%
AFW
986
Avantra Family Wealth
Pennsylvania
$379K -$180K -372 -34%
OL
987
OneFund LLC
Florida
$379K -$4.83K -10 -1%
EF
988
Empirical Finance
Pennsylvania
$378K +$354K +734 New
EI
989
Ellevest Inc
New York
$377K -$97K -201 -22%
CCMG
990
Connecticut Capital Management Group
Connecticut
$377K +$353K +732 New
CFO
991
Cambient Family Office
Michigan
$377K +$90.7K +188 +35%
CWG
992
Cornerstone Wealth Group
North Carolina
$374K +$118K +245 +51%
PWA
993
Prairie Wealth Advisors
Nebraska
$370K – – –
MPWT
994
MassMutual Private Wealth & Trust
Connecticut
$369K +$46.8K +97 +16%
MWM
995
Maridea Wealth Management
New York
$369K -$20.3K -42 -6%
PA
996
PFW Advisors
Georgia
$369K -$18.8K -39 -5%
PI
997
PFG Investments
New York
$366K +$2.41K +5 +0.7%
FOA
998
Five Oceans Advisors
California
$363K -$1.45K -3 -0.4%
AWM
999
Aprio Wealth Management
Georgia
$363K +$37.6K +78 +12%
BWM
1000
BAM Wealth Management
Colorado
$362K -$24.6K -51 -7%
38 39
40
41 42