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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
826
Farther Finance Advisors
California
$302K +$15K +100 +5%
PP
827
Patten & Patten
Tennessee
$302K -$38.1K -253 -11%
SWM
828
Segment Wealth Management
Texas
$302K -$32K -213 -10%
EB
829
Eastern Bank
Massachusetts
$302K +$82.7K +550 +38%
FWP
830
FAS Wealth Partners
Kansas
$302K +$150 +1 +0%
GS
831
GTS Securities
Florida
$301K +$41.4K +275 +16%
LOPW
832
Live Oak Private Wealth
North Carolina
$301K
SAA
833
Southeast Asset Advisors
Georgia
$301K
GD
834
Grandfield & Dodd
New York
$298K
LFS
835
Leibman Financial Services
Nebraska
$297K -$1.5K -10 -0.5%
RWA
836
River Wealth Advisors
Pennsylvania
$295K +$1.35K +9 +0.5%
FFA
837
Founders Financial Alliance
North Carolina
$294K -$7.52K -50 -2%
PA
838
PFG Advisors
Arizona
$293K -$46.9K -312 -14%
BP
839
Ballentine Partners
Massachusetts
$292K -$101K -672 -26%
CC
840
Callan Capital
California
$292K -$155K -1,027 -35%
BRM
841
Boston Research & Management
Massachusetts
$291K
OFS
842
OneAscent Financial Services
Alabama
$291K +$291K +1,933 New
FFA
843
Florida Financial Advisors
Florida
$290K +$26.8K +178 +10%
MFG
844
Magnus Financial Group
New York
$290K +$1.05K +7 +0.4%
GIA
845
Guyasuta Investment Advisors
Pennsylvania
$289K
P
846
Pitcairn
Pennsylvania
$289K -$39.3K -261 -12%
AAM
847
Auxier Asset Management
Oregon
$288K -$4.81K -32 -2%
FF
848
Francis Financial
$287K +$287K +1,910 New
PS
849
Principal Securities
Iowa
$287K -$34.5K -229 -11%
PWM
850
Perigon Wealth Management
California
$286K -$25.7K -171 -8%