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Name Holding Trade Value Shares
Change
Change in
Stake
MFWP
976
Mosaic Family Wealth Partners
Missouri
$335K +$150K +1,733 +67%
TW
977
Traveka Wealth
California
$334K -$2.33K -27 -0.6%
AR
978
Apeiron RIA
Texas
$334K +$563K +6,524 New
HJGA
979
Hardman Johnston Global Advisors
Connecticut
$333K -$60.4K -700 -14%
UPS
980
UHLMANN PRICE SECURITIES
Illinois
$333K +$518 +6 +0.1%
NCM
981
Northside Capital Management
Oregon
$332K -$19.4K -225 -5%
KWM
982
Keebeck Wealth Management
Illinois
$331K +$80.9K +937 +28%
FFS
983
Founders Financial Securities
Maryland
$331K +$518 +6 +0.1%
TP
984
TritonPoint Partners
Maryland
$330K +$367K +4,255 New
FFA
985
First Foundation Advisors
California
$330K -$19.7K -228 -5%
Financial Engines Advisors
986
Financial Engines Advisors
California
$330K +$181K +2,093 +97%
AMM
987
American Money Management
California
$329K -$30.2K -350 -8%
FG
988
Foster Group
Iowa
$329K +$57.6K +667 +19%
SW
989
SVB Wealth
Massachusetts
$329K -$35K -405 -9%
KA
990
Klingman & Associates
New York
$328K +$25.6K +297 +8%
AW
991
Alchemi Wealth
Connecticut
$328K +$25.9K +300 +8%
DA
992
Doliver Advisors
Texas
$328K -$6.13K -71 -2%
AA
993
Ancora Advisors
Ohio
$328K -$172K -1,991 -32%
RMAM
994
Raab & Moskowitz Asset Management
New Jersey
$327K -$9.06K -105 -2%
SFO
995
Stokes Family Office
Louisiana
$327K -$4.75K -55 -1%
SDAM
996
Shulman DeMeo Asset Management
New York
$327K -$604 -7 -0.2%
WP
997
Westmount Partners
California
$327K +$173 +2 +0%
AWAU
998
Alliance Wealth Advisors (Utah)
Utah
$327K -$57.8K -670 -14%
DJSG
999
D.J. St. Germain
Massachusetts
$326K +$33.7K +390 +10%
MFS
1000
Mattson Financial Services
Michigan
$325K -$2.07K -24 -0.6%