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Name Holding Trade Value Shares
Change
Change in
Stake
QWP
826
Quotient Wealth Partners
Texas
$430K -$25.7K -393 -5%
FA
827
Fiduciary Alliance
South Carolina
$429K +$133K +2,041 +42%
CAM
828
Cresset Asset Management
Illinois
$427K +$18.2K +279 +4%
DT
829
Diversified Trust
Tennessee
$427K -$114K -1,738 -20%
APA
830
Astoria Portfolio Advisors
New York
$425K -$227K -3,471 -36%
RFN
831
RDA Financial Network
Iowa
$424K +$5.36K +82 +1%
AFP
832
Ausdal Financial Partners
Iowa
$419K +$72.3K +1,105 +20%
MPWT
833
MassMutual Private Wealth & Trust
Connecticut
$418K -$10.9K -167 -2%
HA
834
Hamel Associates
New Jersey
$417K +$436K +6,671 New
SIC
835
SJS Investment Consulting
Ohio
$416K +$17.9K +274 +4%
BA
836
Bridgewater Advisors
New York
$415K +$2.35K +36 +0.6%
EWA
837
Exit Wealth Advisors
Georgia
$415K +$80.4K +1,230 +23%
DC
838
Diametric Capital
Massachusetts
$412K +$431K +6,595 New
FWP
839
FAS Wealth Partners
Kansas
$412K +$1.37K +21 +0.3%
APM
840
Advanced Portfolio Management
New York
$412K +$431K +6,593 New
FNT
841
First National Trust
Pennsylvania
$410K -$92.9K -1,420 -18%
CG
842
Cynosure Group
Utah
$410K +$429K +6,558 New
SIS
843
Sound Income Strategies
Florida
$409K +$4.25K +65 +1%
ONST
844
Old North State Trust
North Carolina
$408K +$88K +1,345 +26%
SCA
845
Snowden Capital Advisors
New York
$408K -$196 -3 -0%
FCBT
846
First Citizens Bank & Trust
North Carolina
$403K -$118K -1,799 -22%
BRWA
847
B. Riley Wealth Advisors
Florida
$401K +$108K +1,647 +35%
GAM
848
Groupama Asset Management
France
$400K -$43.5K -665 -9%
OFS
849
OneAscent Financial Services
Alabama
$393K +$43.6K +666 +12%
LAM
850
L2 Asset Management
Massachusetts
$393K +$14.5K +222 +4%