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Name Holding Trade Value Shares
Change
Change in
Stake
SAI
1601
Savvy Advisors Inc
New York
$396K +$59.6K +1,653 +18%
BCA
1602
Bay Colony Advisors
Massachusetts
$395K -$39.2K -1,086 -9%
FWCM
1603
Ferguson Wellman Capital Management
Oregon
$394K -$13.9M -384,365 -97%
GSWA
1604
Good Steward Wealth Advisors
Tennessee
$390K +$381K +10,563 New
WB
1605
Webster Bank
Connecticut
$388K -$28.8K -798 -7%
SEIA
1606
Signature Estate & Investment Advisors
California
$385K +$6.24K +173 +2%
SBIA
1607
Sheaff Brock Investment Advisors
Indiana
$385K +$14.8K +409 +4%
UBP
1608
Union Bancaire Privee
Switzerland
$385K -$479K -13,280 -55%
CFFP
1609
Center for Financial Planning
Michigan
$385K +$42.8K +1,187 +13%
RCG
1610
Regatta Capital Group
California
$384K -$12K -333 -3%
MSR
1611
Main Street Research
Connecticut
$383K
CA
1612
Crumly & Associates
Illinois
$383K +$48.5K +1,343 +15%
FFG
1613
Fiduciary Financial Group
California
$381K +$409K +11,323 New
MW
1614
Maia Wealth
Colorado
$381K +$15K +417 +4%
SAM
1615
Strategy Asset Managers
California
$381K +$19.1K +529 +5%
SMH
1616
Sanders Morris Harris
Texas
$381K
SCM
1617
Schnieders Capital Management
California
$381K -$108K -3,000 -23%
SFI
1618
SPC Financial Inc
Maryland
$381K -$24.1K -668 -6%
HIS
1619
Horizon Investment Services
Indiana
$380K -$99.8K -2,767 -21%
QC
1620
Quent Capital
New York
$379K -$162K -4,487 -30%
BF
1621
Brucke Financial
Indiana
$378K +$86.2K +2,388 +28%
RFP
1622
Root Financial Partners
California
$378K +$89.5K +2,480 +32%
CF
1623
Clarity Financial
Texas
$376K -$200K -5,544 -35%
HC
1624
Hara Capital
Washington
$375K +$128K +3,540 +54%
OL
1625
OneFund LLC
Florida
$373K -$4.29K -119 -1%