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Name Holding Trade Value Shares
Change
Change in
Stake
FGA
2576
Fortis Group Advisors
New Jersey
$606K
FCFC
2577
First Citizens Financial Corp
Iowa
$606K
CWAF
2578
Core Wealth Advisors (Florida)
Florida
$606K -$57.7K -493 -9%
MAM
2579
Mirabaud Asset Management
United Kingdom
$605K -$930K -7,944 -63%
NO
2580
Ninety One
South Africa
$604K
SMBT
2581
Southern Michigan Bank & Trust
Michigan
$603K +$246K +2,100 +81%
TWP
2582
Tower Wealth Partners
Pennsylvania
$602K +$18.6K +159 +4%
PWA
2583
Physician Wealth Advisors
Utah
$602K +$12.2K +104 +2%
CSA
2584
Cottage Street Advisors
Massachusetts
$601K +$351 +3 +0.1%
WWM
2585
Walser Wealth Management
Florida
$601K +$110K +937 +25%
LK
2586
Lumbard & Kellner
New Hampshire
$600K
SGK
2587
Steigerwald Gordon & Koch
Virginia
$598K +$25.5K +218 +5%
BWM
2588
Birchcreek Wealth Management
Ohio
$598K +$105K +900 +24%
CC
2589
Cornerstone Capital
California
$596K +$2.22K +19 +0.4%
OWCM
2590
One Wealth Capital Management
Arizona
$595K +$542K +4,631 New
SWA
2591
Strategic Wealth Advisors
Arizona
$595K +$60.5K +517 +10%
SAM
2592
Sawgrass Asset Management
Florida
$594K -$7.96K -68 -1%
MFP
2593
Meramec Financial Planners
Missouri
$594K -$2.93K -25 -0.5%
CAWM
2594
Capital Advisors Wealth Management
Washington
$594K +$29.3K +250 +6%
TAFW
2595
Tred Avon Family Wealth
Maryland
$593K +$20.4K +174 +4%
KFAS
2596
Keating Financial Advisory Services
Kansas
$592K +$44K +376 +9%
SMA
2597
Seven Mile Advisory
New Jersey
$591K -$65.8K -562 -11%
LWM
2598
Lakeridge Wealth Management
Ohio
$590K +$6.67K +57 +1%
1C
2599
111 Capital
France
$589K +$536K +4,582 New
CFGA
2600
Cambridge Financial Group (Arizona)
Arizona
$588K -$16.3K -139 -3%