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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1151
Legacy Financial Advisors
Kentucky
$776K +$911 +2 +0.1%
GWMR
1152
GC Wealth Management RIA
Massachusetts
$773K -$16.9K -37 -2%
LAM
1153
L2 Asset Management
Massachusetts
$772K -$16.4K -36 -2%
RPWA
1154
Regent Peak Wealth Advisors
Georgia
$766K
FTUS
1155
Flow Traders U.S.
New York
$764K +$832K +1,825 New
GRP
1156
Global Retirement Partners
California
$762K -$1.08M -2,366 -57%
SFM
1157
Signet Financial Management
New Jersey
$749K +$815K +1,788 New
SSA
1158
South Street Advisors
New York
$744K
SMH
1159
Sanders Morris Harris
Texas
$740K
PEA
1160
Park Edge Advisors
Ohio
$738K -$556K -1,221 -41%
HC
1161
Hara Capital
Washington
$738K
FCBT
1162
First Citizens Bank & Trust
North Carolina
$734K +$11.8K +26 +2%
WA
1163
WBH Advisory
Maryland
$733K +$798K +1,751 New
DJSG
1164
D.J. St. Germain
Massachusetts
$732K
GWP
1165
Gen-Wealth Partners
Michigan
$731K +$35.1K +77 +5%
MBTD
1166
Mechanics Bank - Trust Department
California
$728K
CCA
1167
Childress Capital Advisors
Texas
$724K +$3.65K +8 +0.5%
CS
1168
CapitalatWork SA
$724K
CAG
1169
Crestwood Advisors Group
Massachusetts
$722K -$25.5K -56 -3%
EPIME
1170
Evelyn Partners Investment Management (Europe)
$716K +$779K +1,710 New
HC
1171
Henshaw Capital
Massachusetts
$711K
MLA
1172
My Legacy Advisors
Oregon
$709K +$27.8K +61 +4%
WI
1173
WrapManager Inc
California
$709K +$10K +22 +1%
IFU
1174
iSAM Funds (UK)
United Kingdom
$708K +$770K +1,690 New
PP
1175
Patron Partners
Texas
$704K +$46.9K +103 +7%