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Name Holding Trade Value Shares
Change
Change in
Stake
WG
851
Wealth Group
North Carolina
$318K
FFA
852
Founders Financial Alliance
North Carolina
$317K -$6.43K -37 -2%
FWP
853
FAS Wealth Partners
Kansas
$317K +$32.3K +186 +10%
LOPW
854
Live Oak Private Wealth
North Carolina
$316K
SAA
855
Southeast Asset Advisors
Georgia
$316K
MUAMU
856
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$316K -$174K -1,000 -33%
GD
857
Grandfield & Dodd
New York
$314K
LFS
858
Leibman Financial Services
Nebraska
$314K
CT
859
Colonial Trust
South Carolina
$311K +$56.8K +327 +20%
MA
860
Montag & Associates
Georgia
$310K -$60.8K -350 -15%
RWA
861
River Wealth Advisors
Pennsylvania
$309K -$20.3K -117 -6%
AAM
862
Auxier Asset Management
Oregon
$308K -$869 -5 -0.3%
DAS
863
Dynamic Advisor Solutions
Arizona
$307K -$2.08K -12 -0.6%
BRM
864
Boston Research & Management
Massachusetts
$306K
FMWA
865
Forvis Mazars Wealth Advisors
Missouri
$305K +$55.3K +318 +20%
JCM
866
Jacobi Capital Management
Pennsylvania
$305K +$64.6K +372 +24%
WF
867
Wayfinding Financial
Washington
$304K +$17.4K +100 +5%
MFG
868
Magnus Financial Group
New York
$304K -$77.5K -446 -19%
FWA
869
FSM Wealth Advisors
Ohio
$302K +$1.74K +10 +0.5%
BFM
870
Boothbay Fund Management
New York
$302K +$332K +1,911 New
SCP
871
Stamos Capital Partners
California
$302K +$108K +620 +48%
ONST
872
Old North State Trust
North Carolina
$301K
FFA
873
Farther Finance Advisors
California
$300K +$8.69K +50 +3%
PWA
874
Phoenix Wealth Advisors
North Carolina
$300K
BW
875
Bison Wealth
Georgia
$300K