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Ferguson

Name Holding Trade Value Shares
Change
Change in
Stake
OCA
576
OpenArc Corporate Advisory
Georgia
$533K +$84.2K +349 +18%
GWM
577
Geneos Wealth Management
Colorado
$530K -$12.8K -53 -2%
FFB
578
First Financial Bankshares
Texas
$520K -$13.3K -55 -2%
AA
579
ALPS Advisors
Colorado
$512K +$520K +2,156 New
CW
580
CreativeOne Wealth
Kansas
$511K -$59.3K -246 -10%
GGHC
581
Gilder Gagnon Howe & Co
New York
$510K
NYLIM
582
New York Life Investment Management
New York
$508K -$16.4K -68 -3%
LIM
583
Longfellow Investment Management
Massachusetts
$504K
TH
584
Transmarket Holdings
Illinois
$503K +$202K +836 +65%
CA
585
Clearstead Advisors
Ohio
$493K +$412K +1,707 +463%
CWA
586
Crux Wealth Advisors
California
$492K +$19.5K +81 +4%
RFC
587
Regions Financial Corp
Alabama
$490K +$80.3K +333 +19%
MFA
588
Mayflower Financial Advisors
Massachusetts
$487K -$52.4K -217 -10%
FSA
589
Franklin Street Advisors
North Carolina
$479K
WHG
590
Westwood Holdings Group
Texas
$478K +$486K +2,014 New
WBC
591
Westpac Banking Corp
Australia
$474K +$7.72K +32 +2%
OWA
592
Outlook Wealth Advisors
Texas
$473K +$14K +58 +3%
UWS
593
Unique Wealth Strategies
Illinois
$469K +$8.2K +34 +2%
BHC
594
Bull Harbor Capital
Maryland
$452K +$10.9K +45 +2%
MOACM
595
Mutual of America Capital Management
New York
$448K +$455K +1,886 New
XT
596
XTX Topco
Cayman Islands
$446K -$2.45M -10,144 -84%
AIM
597
Advyzon Investment Management
Illinois
$445K +$39.6K +164 +10%
BJL
598
Brighton Jones LLC
Washington
$439K -$133K -552 -23%
CIS
599
Custom Index Systems
New York
$435K -$20.5K -85 -4%
SAM
600
Smartleaf Asset Management
Massachusetts
$435K