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Name Holding Trade Value Shares
Change
Change in
Stake
EFG
1151
Everhart Financial Group
Ohio
$776K -$74.3K -163 -8%
LFA
1152
Legacy Financial Advisors
Kentucky
$776K +$911 +2 +0.1%
GWMR
1153
GC Wealth Management RIA
Massachusetts
$773K -$16.9K -37 -2%
LAM
1154
L2 Asset Management
Massachusetts
$772K -$16.4K -36 -2%
RPWA
1155
Regent Peak Wealth Advisors
Georgia
$766K – – –
Flow Traders U.S.
1156
Flow Traders U.S.
New York
$764K +$832K +1,825 New
Global Retirement Partners
1157
Global Retirement Partners
California
$762K -$1.08M -2,366 -57%
SFM
1158
Signet Financial Management
New Jersey
$749K +$815K +1,788 New
SSA
1159
South Street Advisors
New York
$744K – – –
SMH
1160
Sanders Morris Harris
Texas
$740K – – –
PEA
1161
Park Edge Advisors
Ohio
$738K -$556K -1,221 -41%
HC
1162
Hara Capital
Washington
$738K – – –
First Citizens Bank & Trust
1163
First Citizens Bank & Trust
North Carolina
$734K +$11.8K +26 +2%
WA
1164
WBH Advisory
Maryland
$733K +$798K +1,751 New
DJSG
1165
D.J. St. Germain
Massachusetts
$732K – – –
GWP
1166
Gen-Wealth Partners
Michigan
$731K +$35.1K +77 +5%
MBTD
1167
Mechanics Bank - Trust Department
California
$728K – – –
CCA
1168
Childress Capital Advisors
Texas
$724K +$3.65K +8 +0.5%
CapitalatWork SA
1169
CapitalatWork SA
$724K – – –
Crestwood Advisors Group
1170
Crestwood Advisors Group
Massachusetts
$722K -$25.5K -56 -3%
EPIME
1171
Evelyn Partners Investment Management (Europe)
$716K +$779K +1,710 New
HC
1172
Henshaw Capital
Massachusetts
$711K – – –
MLA
1173
My Legacy Advisors
Oregon
$709K +$27.8K +61 +4%
WI
1174
WrapManager Inc
California
$709K +$10K +22 +1%
IFU
1175
iSAM Funds (UK)
United Kingdom
$708K +$770K +1,690 New