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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1476
First Foundation Advisors
California
$369K +$1.21K +8 +0.4%
PFA
1477
Plotkin Financial Advisors
Maryland
$369K – – –
BP
1478
BBR Partners
New York
$368K – – –
RW
1479
Rede Wealth
Virginia
$366K – – –
CA
1480
Claro Advisors
Massachusetts
$365K +$36.2K +239 +12%
MMG
1481
Monetary Management Group
Missouri
$364K – – –
HBT
1482
Hills Bank & Trust
Iowa
$363K -$4.85K -32 -1%
MHWM
1483
Montz Harcus Wealth Management
Louisiana
$363K +$758 +5 +0.2%
Los Angeles Capital Management
1484
Los Angeles Capital Management
California
$363K -$10.4M -68,701 -97%
IGAM
1485
iA Global Asset Management
Quebec, Canada
$363K – – –
BHC
1486
Bowen Hanes & Co
Florida
$362K – – –
RFP
1487
Root Financial Partners
California
$361K +$25.2K +166 +8%
SIA
1488
Strategic Investment Advisors
Michigan
$360K -$16.2K -107 -5%
MCM
1489
MV Capital Management
Maryland
$360K +$1.21K +8 +0.4%
CPA
1490
Cardiff Park Advisors
California
$360K – – –
PFSC
1491
Peoples Financial Services Corp
Pennsylvania
$359K -$7.58K -50 -2%
DOA
1492
D'Orazio & Associates
Virginia
$359K -$3.33K -22 -1%
CI Investments Inc
1493
CI Investments Inc
Ontario, Canada
$358K +$21.8K +144 +7%
BAM
1494
Blueshift Asset Management
New Jersey
$358K -$312K -2,061 -48%
KAS
1495
KPP Advisory Services
Kentucky
$357K -$3.03K -20 -0.9%
DTL
1496
Dynamic Technology Lab
Singapore
$357K -$165K -1,087 -33%
GWP
1497
Gateway Wealth Partners
Wisconsin
$356K -$293K -1,932 -47%
TLCM
1498
Twin Lakes Capital Management
California
$356K +$1.67K +11 +0.5%
MWA
1499
Midland Wealth Advisors
Illinois
$355K +$14.6K +96 +5%
JSSH
1500
J. Safra Sarasin Holding
$355K +$333K +2,194 New