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Ferguson
FERG

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
676
Aptus Capital Advisors
Alabama
$230K +$21.7K +91 +10%
GCM
677
Gambit Capital Management
Tennessee
$230K +$247K +1,034 New
OWM
678
OneAscent Wealth Management
Alabama
$230K -$52.3K -219 -17%
SB
679
Strategic Blueprint
Georgia
$228K -$32.7K -137 -12%
PNC
680
Park National Corp
Ohio
$227K +$243K +1,019 New
PCM
681
Penserra Capital Management
California
$226K -$4.3K -18 -2%
EFS
682
Essex Financial Services
Connecticut
$225K -$26.5K -111 -10%
ASN
683
Advisory Services Network
Georgia
$224K -$226K -945 -48%
DWA
684
Douglass Winthrop Advisors
New York
$223K -$239 -1 -0.1%
RCG
685
Ruane, Cunniff & Goldfarb
New York
$223K – – –
DWP
686
Daymark Wealth Partners
Ohio
$222K +$1.2K +5 +0.5%
NAMI
687
Nomura Asset Management International
Pennsylvania
$222K +$238K +996 New
JWCA
688
J.W. Cole Advisors
Florida
$221K -$103K -432 -23%
MGIA
689
Moneta Group Investment Advisors
Missouri
$221K -$15.3K -64 -6%
CIA
690
Caerus Investment Advisors
Texas
$221K -$48.3K -202 -17%
LAM
691
L2 Asset Management
Massachusetts
$220K +$16.2K +68 +7%
SMA
692
Seven Mile Advisory
New Jersey
$219K -$7.41K -31 -3%
WWC
693
Waypoint Wealth Counsel
Georgia
$218K +$1.67K +7 +0.7%
KP
694
Keel Point
Alabama
$218K +$234K +978 New
BFO
695
Boston Family Office
Massachusetts
$217K – – –
WF
696
WealthPoint Financial
North Carolina
$217K +$233K +974 New
HNB
697
Huntington National Bank
Ohio
$216K +$21K +88 +10%
OFS
698
OneAscent Financial Services
Alabama
$216K +$232K +970 New
MBTD
699
Mechanics Bank - Trust Department
California
$216K – – –
IP
700
Ignite Planners
California
$215K -$71.7K -300 -26%
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