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Fox Class A

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
701
Penserra Capital Management
California
$1K – – –
TCA
702
Trifecta Capital Advisors
Illinois
$992 +$1.17K +19 New
DAM
703
Davis Asset Management
California
$991 – – –
WTA
704
Washington Trust Advisors
Massachusetts
$991 – – –
SFS
705
Sunrise Financial Services
Washington
$991 +$1.17K +19 New
CWM
706
Cranbrook Wealth Management
Michigan
$939 – – –
DSC
707
Duncker Streett & Co
Missouri
$887 -$13.1K -212 -93%
CWP
708
Clark Wealth Partners
Illinois
$887 -$1.05K -17 -50%
SC
709
SouthState Corp
Florida
$887 -$680 -11 -39%
PWA
710
Principia Wealth Advisory
Texas
$887 -$185 -3 -15%
FP
711
Financial Perspectives
Minnesota
$887 – – –
BFPW
712
BOK Financial Private Wealth
Colorado
$783 +$927 +15 New
PWMG
713
Prestige Wealth Management Group
New Jersey
$731 +$371 +6 +75%
BCWM
714
Bartlett & Co Wealth Management
Ohio
$626 +$371 +6 +100%
PS
715
Planning Strategies
Pennsylvania
$626 +$742 +12 New
HHGA
716
Halbert Hargrove Global Advisors
California
$510 +$618 +10 New
QWM
717
Quaker Wealth Management
New Jersey
$470 – – –
SN
718
Sittner & Nelson
Oregon
$470 – – –
NRG
719
Nemes Rush Group
Michigan
$469 – – –
DF
720
Dunhill Financial
United Kingdom
$443 -$124 -2 -20%
CA
721
Crewe Advisors
Utah
$418 – – –
NWS
722
Nvest Wealth Strategies
Ohio
$418 – – –
TFM
723
TFC Financial Management
Massachusetts
$418 +$494 +8 New
MIM
724
MTM Investment Management
South Carolina
$417 – – –
SFCL
725
Strengthening Families & Communities LLC
Massachusetts
$417 +$494 +8 New