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Ferguson
FERG

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
551
CreativeOne Wealth
Kansas
$504K -$497K -2,082 -48%
NA
552
NewEdge Advisors
Louisiana
$502K +$92.2K +386 +21%
PWPS
553
Pinnacle Wealth Planning Services
Ohio
$501K +$538K +2,251 New
CP
554
Cumberland Partners
Ontario, Canada
$500K -$1.55M -6,500 -74%
FC
555
Farringdon Capital
United Kingdom
$493K +$529K +2,216 New
CCC
556
Chesapeake Capital Corp
Florida
$487K – – –
MAS
557
Meeder Advisory Services
Ohio
$487K +$95.6K +400 +22%
SI
558
Stephens Inc
Arkansas
$483K +$21K +88 +4%
GGHC
559
Gilder Gagnon Howe & Co
New York
$478K +$1.91K +8 +0.4%
CGL
560
Clarius Group LLC
Washington
$477K – – –
VFG
561
Victory Financial Group
Texas
$476K +$147K +616 +40%
WFI
562
West Family Investments
California
$458K – – –
FSA
563
Franklin Street Advisors
North Carolina
$449K -$137K -575 -22%
WBC
564
Westpac Banking Corp
Australia
$448K -$30.1K -126 -6%
APC
565
Aspire Private Capital
North Carolina
$447K -$12.7K -53 -3%
OWA
566
Outlook Wealth Advisors
Texas
$443K +$142K +594 +42%
OIS
567
OneAscent Investment Solutions
Alabama
$437K -$239 -1 -0.1%
FFM
568
Forum Financial Management
Illinois
$429K – – –
BCI
569
Brinker Capital Investments
Pennsylvania
$428K -$391K -1,638 -46%
DS
570
DRW Securities
Illinois
$428K +$459K +1,923 New
CG
571
Cynosure Group
Utah
$428K -$20.8K -87 -4%
FFA
572
Farther Finance Advisors
California
$424K +$54.2K +227 +14%
RG
573
Renaissance Group
Kentucky
$424K +$5.73K +24 +1%
CI
574
Cigna Investments
Connecticut
$421K – – –
RCM
575
RNC Capital Management
California
$418K -$59.7K -250 -12%
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