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Ferguson

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
726
Curated Wealth Partners
California
$232K -$533K -2,211 -69%
Koshinski Asset Management
727
Koshinski Asset Management
Illinois
$230K +$22K +91 +10%
GGA
728
Granite Group Advisors
Connecticut
$229K – – –
FPAS
729
Focus Partners Advisor Solutions
Missouri
$228K -$526K -2,180 -69%
MSWM
730
McGlone Suttner Wealth Management
Wisconsin
$226K – – –
PP
731
PDS Planning
Ohio
$226K +$483 +2 +0.2%
NI
732
Natural Investments
California
$224K +$14.7K +61 +7%
BFO
733
Biltmore Family Office
North Carolina
$223K -$3.86K -16 -2%
LOAMS
734
Lombard Odier Asset Management (Switzerland)
Switzerland
$223K -$24.1K -100 -10%
TC
735
TwinBeech Capital
New York
$223K +$227K +941 New
FFS
736
Founders Financial Securities
Maryland
$221K – – –
ACM
737
Avalon Capital Management
California
$221K +$724 +3 +0.3%
AWM
738
Angeles Wealth Management
California
$221K +$224K +928 New
Squarepoint
739
Squarepoint
New York
$219K -$684K -2,836 -75%
SAI
740
Savvy Advisors Inc
New York
$218K +$6.27K +26 +3%
CFB
741
Cullen/Frost Bankers
Texas
$216K +$22.9K +95 +12%
PFPG
742
Pinnacle Financial Partners (Georgia)
Georgia
$215K +$219K +906 New
LRIA
743
Leonard Rickey Investment Advisors
Washington
$214K +$218K +903 New
WCM
744
Windsor Capital Management
Arizona
$214K – – –
EWM
745
Elevatus Welath Management
New York
$213K +$217K +899 New
3IP
746
3Chopt Investment Partners
Virginia
$212K -$5.07K -21 -2%
SA
747
SPWM Advisors
Michigan
$212K -$67.3K -279 -23%
KCM
748
Kennedy Capital Management
Missouri
$212K -$13.3K -55 -6%
WPC
749
Wedmont Private Capital
Pennsylvania
$211K -$3.86K -16 -2%
QFA
750
Quantum Financial Advisors
California
$210K -$5.07K -21 -2%