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Name Holding Trade Value Shares
Change
Change in
Stake
FPL
1801
Fortress Private Ledger
North Carolina
$869K +$57.5K +235 +7%
GWA
1802
Geometric Wealth Advisors
District of Columbia
$868K +$5.63K +23 +0.7%
HFRG
1803
Houlihan Financial Resource Group
Virginia
$868K -$23.7K -97 -3%
DRW Securities
1804
DRW Securities
Illinois
$867K -$548K -2,240 -39%
MSS
1805
Mitchell Sinkler & Starr
Pennsylvania
$867K -$358K -1,465 -30%
HAS
1806
HBW Advisory Services
California
$865K -$75.3K -308 -8%
OHWP
1807
Oak Harbor Wealth Partners
North Carolina
$865K +$64.6K +264 +8%
Fiera Capital (Canada)
1808
Fiera Capital (Canada)
Quebec, Canada
$865K – – –
VNA
1809
Valley National Advisers
Pennsylvania
$864K -$31.1K -127 -4%
First Command Advisory Services
1810
First Command Advisory Services
Texas
$861K -$47.9K -196 -5%
FAIM
1811
Financial Advocates Investment Management
Washington
$861K -$563K -2,301 -40%
BWP
1812
Burling Wealth Partners
Illinois
$860K -$10.5K -43 -1%
FAG
1813
Fortitude Advisory Group
Washington
$858K -$1.47K -6 -0.2%
LIA
1814
Lynx Investment Advisory
District of Columbia
$857K -$24.9K -102 -3%
OPCM
1815
Osborne Partners Capital Management
California
$857K -$269K -1,100 -24%
AIM
1816
Avity Investment Management
Connecticut
$857K +$36.7K +150 +5%
WIM
1817
Warwick Investment Management
Texas
$856K +$63.6K +260 +8%
SCP
1818
Stamos Capital Partners
California
$855K -$832K -3,401 -50%
VAG
1819
VisionPoint Advisory Group
Texas
$855K -$121K -493 -13%
LAI
1820
Legal Advantage Investments
California
$854K – – –
SI
1821
Severin Investments
Missouri
$852K -$186K -759 -18%
KCM
1822
Kendall Capital Management
Maryland
$851K – – –
HFP
1823
Holistic Financial Partners
Indiana
$850K -$11.3K -46 -1%
MSWM
1824
McGlone Suttner Wealth Management
Wisconsin
$848K +$34K +139 +4%
OCM
1825
Orion Capital Management
California
$846K +$226K +924 +37%