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Name Holding Trade Value Shares
Change
Change in
Stake
CF
501
Copperwynd Financial
Arizona
$530K +$567K +4,944 New
FDCDDQ
502
Federation des caisses Desjardins du Quebec
Quebec, Canada
$530K -$51.1K -445 -8%
P
503
&Partners
Tennessee
$524K -$13.7K -119 -2%
MS
504
Marshall & Sullivan
Washington
$517K
NFSG
505
Newbridge Financial Services Group
Florida
$517K +$186K +1,617 +50%
LA
506
Legacy Advisors
Pennsylvania
$512K +$1.95K +17 +0.4%
GAA
507
Green Alpha Advisors
Colorado
$511K +$40.3K +351 +8%
FFN
508
Focus Financial Network
Minnesota
$509K +$297K +2,588 +119%
PWS
509
Precision Wealth Strategies
Missouri
$501K +$212K +1,850 +65%
RGC
510
Roberts, Glore & Co
Illinois
$500K +$536K +4,670 New
Mercer Global Advisors
511
Mercer Global Advisors
Colorado
$496K +$124K +1,079 +30%
CG
512
Caprock Group
Idaho
$485K +$200K +1,740 +63%
PWP
513
Perfromance Wealth Partners
Illinois
$483K +$40.1K +349 +8%
AMC
514
Asset Management Corp
Illinois
$475K +$224K +1,950 +78%
GC
515
GFG Capital
Florida
$474K +$210K +1,829 +70%
HH
516
Hilltop Holdings
Texas
$472K -$90.7K -790 -15%
MWA
517
Meridian Wealth Advisors
Texas
$472K +$506K +4,405 New
TWM
518
Titus Wealth Management
California
$470K -$12.4K -108 -2%
FNBT
519
FineMark National Bank & Trust
Florida
$470K -$1.26K -11 -0.2%
PFO
520
Pathstone Family Office
New Jersey
$470K +$17.2K +150 +4%
BMCM
521
Bryn Mawr Capital Management
Pennsylvania
$467K +$500K +4,358 New
AIP
522
Ameritas Investment Partners
Nebraska
$460K
GCM
523
Gables Capital Management
Florida
$456K -$149K -1,295 -23%
HVP
524
Hudson Value Partners
Florida
$456K +$23.1K +201 +5%
AAM
525
Advisors Asset Management
Colorado
$454K -$375K -3,266 -44%