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Name Holding Trade Value Shares
Change
Change in
Stake
FW
1251
FirstPurpose Wealth
Utah
$231K -$16K -51 -7%
SAG
1252
SageView Advisory Group
California
$231K +$222K +707 New
EH
1253
Equitable Holdings
New York
$229K -$17.2K -55 -7%
BBP
1254
Banco BTG Pactual
Brazil
$228K -$470K -1,500 -68%
JCM
1255
Jag Capital Management
Missouri
$228K +$219K +700 New
NHT
1256
New Hampshire Trust
New Hampshire
$228K +$219K +700 New
RRC
1257
Relaxing Retirement Coach
Massachusetts
$228K +$219K +700 New
IF
1258
Ironwood Financial
Arizona
$228K +$219K +699 New
GA
1259
Geller Advisors
New York
$227K +$218K +696 New
DLA
1260
Douglas Lane & Associates
New York
$224K +$216K +688 New
GAM
1261
Gould Asset Management
California
$223K +$215K +685 New
HT
1262
HighTower Trust
Texas
$223K +$214K +684 New
SBL
1263
Sargent Bickham Lagudis
Colorado
$223K – – –
BWA
1264
BlueSky Wealth Advisors
North Carolina
$222K +$213K +680 New
IA
1265
IAM Advisory
Pennsylvania
$221K +$213K +678 New
CA
1266
CoreCap Advisors
Michigan
$220K +$212K +676 New
OFS
1267
OneAscent Financial Services
Alabama
$220K +$211K +674 New
MIM
1268
MTM Investment Management
South Carolina
$220K +$211K +674 New
FWM
1269
FFT Wealth Management
Pennsylvania
$220K +$211K +673 New
BWM
1270
BigSur Wealth Management
Florida
$219K -$28.2K -90 -12%
SPP
1271
Single Point Partners
Massachusetts
$219K +$210K +670 New
OW
1272
Olistico Wealth
Oklahoma
$219K +$210K +670 New
JWCA
1273
J.W. Cole Advisors
Florida
$218K +$209K +668 New
Edgewood Management
1274
Edgewood Management
Connecticut
$217K +$209K +666 New
RCM
1275
Radnor Capital Management
Pennsylvania
$217K +$198K +633 New