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Name Holding Trade Value Shares
Change
Change in
Stake
LCGC
801
Legacy Capital Group California
California
$717K +$817K +2,805 New
PSP
802
Pacific Sage Partners
Washington
$712K
FMWA
803
Forvis Mazars Wealth Advisors
Missouri
$709K +$809K +2,776 New
OIAM
804
OFI Invest Asset Management
France
$707K +$52.6M +180,660 New
BFM
805
Boston Financial Management
Massachusetts
$703K +$15.7K +54 +2%
CF
806
Centaurus Financial
California
$692K +$91.8K +315 +13%
PCMI
807
Paradigm Capital Management Inc
New York
$690K
RDWM
808
Red Door Wealth Management
Tennessee
$688K -$35K -120 -4%
SWM
809
Spire Wealth Management
Virginia
$687K +$145K +496 +23%
BC
810
Bridgefront Capital
Texas
$686K +$284K +976 +57%
MMG
811
Monetary Management Group
Missouri
$683K -$102K -350 -12%
VWA
812
Visionary Wealth Advisors
Illinois
$681K -$97.9K -336 -11%
FPA
813
First Pacific Advisors
California
$677K +$262K +900 +51%
PL
814
Plancorp LLC
Missouri
$675K -$5.83K -20 -0.8%
SFA
815
Sequoia Financial Advisors
Ohio
$674K -$11.1K -38 -1%
AIS
816
American Investment Services
Massachusetts
$674K
MOS
817
MGO One Seven
Ohio
$673K +$245K +841 +47%
WA
818
Wealth Alliance
New York
$664K +$72.3K +248 +11%
MC
819
Maverick Capital
Texas
$662K +$755K +2,590 New
CRWM
820
Castle Rock Wealth Management
California
$661K +$15.2K +52 +2%
WA
821
Wambolt & Associates
Colorado
$655K
MYIA
822
Mount Yale Investment Advisors
Colorado
$652K -$72.8K -250 -9%
MFG
823
MidWestOne Financial Group
Iowa
$650K -$90K -309 -11%
Kovitz Investment Group Partners
824
Kovitz Investment Group Partners
Illinois
$650K -$5.83K -20 -0.8%
PGAM
825
Princeton Global Asset Management
New Jersey
$646K +$160K +550 +28%