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Ferguson

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
676
Kestra Advisory Services
Texas
$301K -$34.6K -142 -10%
VFA
677
Values First Advisors
Tennessee
$300K +$7.54K +31 +2%
DS
678
DRW Securities
Illinois
$295K -$160K -657 -34%
TH
679
Transmarket Holdings
Illinois
$295K +$7.3K +30 +2%
NCM
680
Narwhal Capital Management
Georgia
$295K -$24.1K -99 -7%
BIM
681
Bridges Investment Management
Nebraska
$293K – – –
AF
682
Allworth Financial
California
$293K +$23.4K +96 +8%
IP
683
Isthmus Partners
Wisconsin
$291K – – –
BP
684
Ballentine Partners
Massachusetts
$289K +$11.4K +47 +4%
TF
685
Tenzing Financial
Virginia
$288K +$271K +1,113 New
PAM
686
Panagora Asset Management
Massachusetts
$286K – – –
VCM
687
Virtue Capital Management
Tennessee
$285K +$47.9K +197 +18%
SA
688
SPWM Advisors
Michigan
$284K +$290K +1,192 New
AWA
689
Arkadios Wealth Advisors
Georgia
$281K -$4.14K -17 -1%
LMFP
690
Larry Mathis Financial Planning
Arizona
$280K -$5.35K -22 -2%
HCA
691
Hyperion Capital Advisors
New York
$280K – – –
BOTPPF
692
Board of the Pension Protection Fund
United Kingdom
$280K +$268K +1,100 +1,100%
TI
693
Truepoint Inc
Ohio
$280K -$10.2K -42 -3%
CPA
694
Cardiff Park Advisors
California
$277K +$289K +1,187 New
IAA
695
Independent Advisor Alliance
North Carolina
$272K +$3.65K +15 +1%
PF
696
Phoenix Financial
Israel
$272K -$52.1K -214 -15%
NAM
697
NorthCrest Asset Manangement
Minnesota
$270K +$279K +1,148 New
WS
698
Wedbush Securities
California
$268K +$45K +185 +19%
OL
699
Optas LLC
Texas
$267K -$4.87K -20 -2%
MSWM
700
Master's Wealth Management
Pennsylvania
$260K +$272K +1,116 New