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Name Holding Trade Value Shares
Change
Change in
Stake
AU
626
AlphaGrep UK
$298K -$217K -12,897 -42%
1WM
627
1900 Wealth Management
Texas
$294K +$121K +7,182 +70%
OIAM
628
OFI Invest Asset Management
France
$293K +$335K +19,892 New
SFA
629
Souders Financial Advisors
Ohio
$292K -$6.03K -358 -2%
FF
630
Foronjy Financial
California
$292K -$16.3K -967 -5%
Federated Hermes
631
Federated Hermes
Pennsylvania
$291K +$136K +8,093 +88%
OWCM
632
One Wealth Capital Management
Arizona
$289K +$289K +17,180 New
WSA
633
Wealth Science Advisors
Georgia
$289K +$77.7K +4,616 +37%
NWA
634
New World Advisors
Massachusetts
$282K +$283K +16,795 New
FWP
635
FAS Wealth Partners
Kansas
$280K – – –
QWM
636
Quadcap Wealth Management
Texas
$278K +$13.5K +800 +5%
BP
637
Ballentine Partners
Massachusetts
$274K +$37.2K +2,213 +16%
CFO
638
Callan Family Office
Pennsylvania
$270K -$35.3K -2,100 -12%
TYCC
639
Texas Yale Capital Corp
Florida
$269K – – –
IFG
640
Independent Financial Group
California
$266K +$267K +15,842 New
PE
641
PCM Encore
Colorado
$266K +$23K +1,368 +9%
BTWM
642
Baker Tilly Wealth Management
Wisconsin
$264K -$4.11K -244 -2%
JRPIM
643
Journey Retirement Planning & Investment Management
Idaho
$261K +$44.4K +2,641 +21%
FCG
644
Fielder Capital Group
Tennessee
$259K -$40.4K -2,403 -13%
NW
645
NewEdge Wealth
Pennsylvania
$259K +$259K +15,372 New
SCA
646
Snowden Capital Advisors
New York
$258K +$56.8K +3,375 +28%
KLI
647
Kelman-Lazarov Inc
Tennessee
$257K +$39.9K +2,373 +18%
CCP
648
Caden Capital Partners
California
$256K -$25.2K -1,500 -9%
SC
649
Savant Capital
Illinois
$255K -$123K -7,306 -33%
MWM
650
Modern Wealth Management
Kansas
$252K +$253K +15,006 New