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Ferguson
FERG

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
551
Freestone Capital Holdings
Washington
$265K -$58.2K -293 -16%
CWR
552
Chico Wealth RIA
California
$262K +$2.38K +12 +0.8%
PA
553
Pinnacle Associates
New York
$261K +$299K +1,505 New
GS
554
GTS Securities
Florida
$259K -$139K -698 -32%
BAM
555
Berkshire Asset Management
Pennsylvania
$252K +$277K +1,395 New
PAG
556
Private Advisor Group
New Jersey
$250K -$14.9K -75 -5%
VWM
557
Venturi Wealth Management
Texas
$249K +$22K +111 +8%
DWA
558
Douglass Winthrop Advisors
New York
$246K – – –
SWP
559
Sagespring Wealth Partners
Tennessee
$239K +$273K +1,376 New
OWM
560
OneAscent Wealth Management
Alabama
$237K -$165K -829 -38%
CFP
561
Curran Financial Partners
South Carolina
$235K – – –
BRWA
562
B. Riley Wealth Advisors
Florida
$233K -$6.75K -34 -2%
BWP
563
BSW Wealth Partners
Colorado
$232K -$3.18K -16 -1%
AFG
564
Atomi Financial Group
New York
$230K +$59.6K +300 +29%
FGWP
565
Founders Grove Wealth Partners
Virginia
$230K +$263K +1,323 New
GL
566
Graypoint LLC
New York
$229K +$10.1K +51 +4%
PSP
567
Principal Street Partners
Tennessee
$229K +$21.4K +108 +9%
ONB
568
Old National Bancorp
Indiana
$228K +$8.34K +42 +3%
FWIA
569
Fort Washington Investment Advisors
Ohio
$226K +$258K +1,301 New
SQA
570
Simon Quick Advisors
New Jersey
$222K +$28.4K +143 +13%
FFM
571
Forum Financial Management
Illinois
$221K +$6.95K +35 +3%
GFA
572
Gallagher Fiduciary Advisors
Illinois
$220K +$10.7K +54 +4%
WMA
573
West Michigan Advisors
Michigan
$219K -$17.1K -86 -6%
SC
574
Steph & Co
Wisconsin
$219K +$251K +1,263 New
WFI
575
West Family Investments
California
$217K -$1.59K -8 -0.6%
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