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Ferguson

Name Holding Trade Value Shares
Change
Change in
Stake
WS
701
Wedbush Securities
California
$214K +$230K +963 New
PPW
702
Parcion Private Wealth
Washington
$214K -$14.6K -61 -6%
FBT
703
First Bank & Trust
South Dakota
$213K +$13.4K +56 +6%
EWA
704
EP Wealth Advisors
California
$212K +$228K +954 New
FFS
705
Founders Financial Securities
Maryland
$212K +$1.91K +8 +0.8%
KCM
706
Kennedy Capital Management
Missouri
$212K
SMA
707
Sage Mountain Advisors
Georgia
$212K
OAS
708
Optivise Advisory Services
Tennessee
$212K +$227K +951 New
DWM
709
Drive Wealth Management
Utah
$211K +$1.2K +5 +0.5%
PP
710
PDS Planning
Ohio
$211K -$3.35K -14 -1%
WW
711
Waterfront Wealth
Kansas
$209K +$197K +825 New
C
712
Certuity
Florida
$209K -$19.6K -82 -8%
WPC
713
Wedmont Private Capital
Pennsylvania
$207K -$3.82K -16 -2%
ACM
714
Avalon Capital Management
California
$206K +$717 +3 +0.3%
BRWA
715
B. Riley Wealth Advisors
Florida
$204K +$219K +917 New
OFO
716
OneAscent Family Office
Alabama
$204K +$219K +915 New
PFPG
717
Pinnacle Financial Partners (Georgia)
Georgia
$203K +$218K +913 New
TW
718
Traveka Wealth
California
$203K +$956 +4 +0.4%
LBC
719
Leigh Baldwin & Co
New York
$202K -$3.11K -13 -1%
SP
720
Saranac Partners
$201K
WCM
721
Windsor Capital Management
Arizona
$200K
MSWM
722
McGlone Suttner Wealth Management
Wisconsin
$200K -$302K -1,264 -58%
DMBA
723
Deseret Mutual Benefit Administrators
Utah
$199K +$85.5K +358 +67%
BSC
724
Brown Shipley & Co
United Kingdom
$185K
TPCW
725
TD Private Client Wealth
New York
$184K +$179K +750 +974%