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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
251
Belpointe Asset Management
Nevada
$459K +$446K +9,110 New
FCA
252
Fortis Capital Advisors
Kansas
$459K +$446K +9,110 New
OMC
253
Old Mission Capital
Illinois
$455K -$220K -4,496 -33%
GWMR
254
GC Wealth Management RIA
Massachusetts
$454K -$125K -2,546 -22%
MIM
255
Martin Investment Management
Florida
$430K
BWP
256
BSW Wealth Partners
Colorado
$429K -$159K -3,256 -28%
PP
257
PDS Planning
Ohio
$427K +$37.9K +775 +10%
OL
258
Optas LLC
Texas
$421K +$6.51K +133 +2%
Jones Financial Companies
259
Jones Financial Companies
Missouri
$421K -$22.5K -459 -5%
FFM
260
Forum Financial Management
Illinois
$421K
IC
261
Iconiq Capital
California
$418K +$34.7K +710 +9%
PCS
262
Personal CFO Solutions
New Jersey
$418K -$11.1K -226 -3%
Kovitz Investment Group Partners
263
Kovitz Investment Group Partners
Illinois
$415K +$3.57K +73 +0.9%
IWA
264
Icon Wealth Advisors
Texas
$409K -$50.6K -1,034 -11%
BTI
265
Blue Trust Inc
Georgia
$408K +$166K +3,389 +72%
PA
266
Parallel Advisors
California
$408K +$108K +2,197 +37%
VFA
267
Valeo Financial Advisors
Indiana
$408K +$53K +1,083 +15%
FAFN
268
First Affirmative Financial Network
Colorado
$407K -$15.9K -324 -4%
LFA
269
Legacy Financial Advisors
Kentucky
$402K +$22.9K +468 +6%
RYIA
270
Roehl & Yi Investment Advisors
Oregon
$399K -$391 -8 -0.1%
RPA
271
Rock Point Advisors
Vermont
$394K -$3.92K -80 -1%
MIP
272
Marietta Investment Partners
Wisconsin
$376K +$145K +2,958 +66%
MFGM
273
Marshall Financial Group (Maryland)
Maryland
$375K -$106K -2,176 -23%
SRC
274
Sage Rhino Capital
California
$374K +$15.7K +320 +5%
EWA
275
EverSource Wealth Advisors
Alabama
$368K -$162K -3,313 -31%