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Ferguson
FERG

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