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Ferguson

Name Holding Trade Value Shares
Change
Change in
Stake
OIS
651
OneAscent Investment Solutions
Alabama
$347K -$104K -432 -23%
MWP
652
Meriwether Wealth & Planning
Louisiana
$344K +$1.45K +6 +0.4%
AW
653
Alteri Wealth
California
$344K +$349K +1,448 New
PPWP
654
Premier Path Wealth Partners
New Jersey
$343K -$5.31K -22 -1%
Empower Advisory Group
655
Empower Advisory Group
Colorado
$342K – – –
BW
656
Blalock Williams
Alabama
$340K – – –
IP
657
Indivisible Partners
Florida
$339K +$13K +54 +4%
BAM
658
Berkshire Asset Management
Pennsylvania
$338K +$14K +58 +4%
FRA
659
Frank Rimerman Advisors
California
$331K +$11.3K +47 +3%
TWM
660
Trueblood Wealth Management
Ohio
$331K +$336K +1,394 New
CIM
661
Cambria Investment Management
California
$331K -$965 -4 -0.3%
PG
662
Patten Group
Tennessee
$329K +$334K +1,386 New
IC
663
Inscription Capital
Texas
$328K -$241K -1,001 -42%
CWM
664
Cordatus Wealth Management
Pennsylvania
$325K +$330K +1,369 New
RG
665
Renaissance Group
Kentucky
$323K -$9.89K -41 -3%
KCP
666
Kera Capital Partners
California
$322K -$13.5K -56 -4%
BP
667
Ballentine Partners
Massachusetts
$321K +$27.5K +114 +9%
PSP
668
Principal Street Partners
Tennessee
$320K – – –
SFC
669
SYM Financial Corp
Indiana
$318K +$1.69K +7 +0.5%
FGWP
670
Founders Grove Wealth Partners
Virginia
$318K +$4.1K +17 +1%
SC
671
Syon Capital
California
$318K -$8.2K -34 -2%
GRP
672
Global Retirement Partners
California
$317K +$322K +1,334 New
CPSC
673
Carl P. Sherr & Co
Massachusetts
$316K +$4.34K +18 +1%
CWA
674
CM Wealth Advisors
Ohio
$316K – – –
DMBA
675
Deseret Mutual Benefit Administrators
Utah
$314K -$45.1K -187 -12%