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Ferguson
FERG

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
601
NewEdge Advisors
Louisiana
$462K -$67.4K -277 -12%
WBC
602
Westpac Banking Corp
Australia
$458K -$12.2K -50 -2%
UWS
603
Unique Wealth Strategies
Illinois
$453K +$472K +1,941 New
OWA
604
Outlook Wealth Advisors
Texas
$451K -$13.9K -57 -3%
CIS
605
Custom Index Systems
New York
$447K +$20.2K +83 +5%
OCA
606
OpenArc Corporate Advisory
Georgia
$442K +$122K +502 +36%
OIS
607
OneAscent Investment Solutions
Alabama
$442K -$16.5K -68 -3%
BHC
608
Bull Harbor Capital
Maryland
$434K +$453K +1,861 New
VFA
609
Voya Financial Advisors
Connecticut
$433K +$469K +1,926 New
RCM
610
RNC Capital Management
California
$430K -$8.76K -36 -2%
ST
611
Smithfield Trust
Pennsylvania
$425K +$35K +144 +9%
CI
612
Cigna Investments
Connecticut
$424K -$17.5K -72 -4%
RCM
613
Raleigh Capital Management
North Carolina
$424K +$23.1K +95 +6%
GFA
614
Gallagher Fiduciary Advisors
Illinois
$415K +$5.35K +22 +1%
MAS
615
Meeder Advisory Services
Ohio
$413K -$101K -415 -19%
TCPW
616
Twin City Private Wealth
North Carolina
$413K +$429K +1,764 New
PWM
617
Perigon Wealth Management
California
$411K +$61.3K +252 +17%
CPIG
618
Chicago Partners Investment Group
Illinois
$409K -$9.73K -40 -3%
ITFISA
619
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$408K – – –
BCAM
620
Boston Common Asset Management
Massachusetts
$408K -$316K -1,297 -43%
SAM
621
Smartleaf Asset Management
Massachusetts
$407K +$112K +459 +34%
PWP
622
Perfromance Wealth Partners
Illinois
$407K +$3.65K +15 +0.9%
MCM
623
Massar Capital Management
Connecticut
$405K – – –
RFC
624
Regions Financial Corp
Alabama
$404K -$297K -1,221 -41%
S
625
Storgate
Texas
$404K +$57.9K +238 +16%
23 24
25
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