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BigBear.ai
BBAI

Name Holding Trade Value Shares
Change 		Change in
Stake
FLP
276
Financial Life Planners
Arizona
$2.88K +$3.8K +819 New
GEA
277
Glen Eagle Advisors
New Jersey
$2.75K +$2.38K +513 +191%
DWM
278
Dogwood Wealth Management
Kansas
$2.62K – – –
EWA
279
EverSource Wealth Advisors
Alabama
$2.54K +$1.6K +344 +91%
LWMI
280
Legacy Wealth Management (Idaho)
Idaho
$2.54K – – –
SWM
281
Spire Wealth Management
Virginia
$2.46K – – –
IRC
282
Investors Research Corp
Georgia
$2.39K – – –
RIL
283
Rothschild Investment LLC
Illinois
$2.29K -$362 -78 -11%
SWP
284
Strategic Wealth Partners
Ohio
$2.2K -$70 -15 -2%
NFSG
285
Newbridge Financial Services Group
Florida
$2.11K +$929 +200 +50%
BTI
286
Blue Trust Inc
Georgia
$1.96K – – –
IPS
287
Investors Portfolio Services
Washington
$1.92K +$469 +101 +23%
FC
288
Financial Consulate
Maryland
$1.76K – – –
MPWT
289
MassMutual Private Wealth & Trust
Connecticut
$1.76K – – –
PTC
290
Private Trust Company
Ohio
$1.76K +$1.16K +250 +100%
BMC
291
Bear Mountain Capital
Washington
$1.58K +$167 +36 +10%
EWP
292
Elevation Wealth Partners
California
$1.41K – – –
BOJHT
293
Bank of Jackson Hole Trust
Wyoming
$1.24K -$4.57K -983 -74%
PWA
294
Physician Wealth Advisors
Utah
$1.19K – – –
RFP
295
Root Financial Partners
California
$1.17K -$23.5K -5,050 -94%
CFM
296
Cornerstone Financial Management
Massachusetts
$1.03K – – –
VWM
297
Vermillion Wealth Management
Minnesota
$880 -$1.29K -278 -53%
LI
298
LRI Investments
Florida
$873 – – –
GI
299
GAMMA Investing
California
$841 -$9.23K -1,988 -89%
FDW
300
Fourth Dimension Wealth
Ohio
$774 – – –
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