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Name Holding Trade Value Shares
Change
Change in
Stake
MMG
776
Monetary Management Group
Missouri
$839K – – –
IFG
777
Independent Financial Group
California
$834K +$15.5K +55 +2%
LCS
778
Levin Capital Strategies
New York
$831K -$1.78M -6,324 -68%
PCA
779
Pallas Capital Advisors
Massachusetts
$830K -$32.4K -115 -4%
CG
780
Colony Group
Massachusetts
$827K -$43.3K -154 -5%
DSC
781
Duncker Streett & Co
Missouri
$827K -$10.4K -37 -1%
FMAEN1
782
Fund Management at Engine No 1
California
$814K -$76.3K -271 -8%
SWA
783
Sutton Wealth Advisors
Florida
$810K – – –
4WM
784
44 Wealth Management
Oregon
$804K -$220K -782 -21%
AWM
785
Adams Wealth Management
Utah
$802K +$76.5K +272 +10%
GFS
786
GYL Financial Synergies
Connecticut
$787K +$281 +1 +0%
SAI
787
Systematic Alpha Investments
New Jersey
$783K – – –
SS
788
Simplicity Solutions
Minnesota
$780K +$120K +425 +18%
FWTB
789
First Western Trust Bank
Colorado
$779K +$844 +3 +0.1%
IWM
790
IHT Wealth Management
Illinois
$779K +$394K +1,399 +99%
PAG
791
Private Advisory Group
Washington
$774K +$785K +2,791 New
TAM
792
Trillium Asset Management
Massachusetts
$772K -$20.3K -72 -3%
APP
793
Alpha Paradigm Partners
Illinois
$772K +$783K +2,781 New
ISWM
794
Independent Solutions Wealth Management
New York
$772K +$52.3K +186 +7%
FMWA
795
Forvis Mazars Wealth Advisors
Missouri
$771K +$782K +2,778 New
TBA
796
Tower Bridge Advisors
Pennsylvania
$767K – – –
MYIA
797
Mount Yale Investment Advisors
Colorado
$761K -$106K -376 -12%
RDWM
798
Red Door Wealth Management
Tennessee
$761K -$78.5K -279 -9%
VVP
799
Venture Visionary Partners
Ohio
$760K -$67.5K -240 -8%
FM
800
Foster & Motley
Ohio
$760K +$557K +1,981 +261%