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Name Holding Trade Value Shares
Change
Change in
Stake
FWP
676
FAS Wealth Partners
Kansas
$643K -$19.3K -160 -3%
MWM
677
Mission Wealth Management
California
$634K +$31.4K +260 +5%
VFM
678
Vivid Financial Management
California
$634K +$118K +980 +21%
FM
679
Family Management
New York
$634K +$145K +1,200 +26%
PGWM
680
Parisi Gray Wealth Management
New Jersey
$627K +$12.1K +100 +2%
RWM
681
Ritholtz Wealth Management
New York
$626K +$173K +1,430 +34%
OC
682
Oakmont Corp
California
$620K
LWAC
683
Laurel Wealth Advisors (California)
California
$617K -$117K -970 -15%
CWG
684
Cornerstone Wealth Group
North Carolina
$614K +$7.25K +60 +1%
Credit Agricole
685
Credit Agricole
France
$611K +$304K +2,520 +84%
RIG
686
Roosevelt Investment Group
New York
$610K -$694K -5,740 -51%
BSAM
687
Blue Square Asset Management
New York
$609K +$35K +290 +6%
FBB
688
Fulton Breakefield Broenniman
Maryland
$603K +$42.3K +350 +7%
FPS
689
Fieldpoint Private Securities
Connecticut
$601K -$39.9K -330 -6%
ZIM
690
Zacks Investment Management
Illinois
$600K
LWCFA
691
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$596K +$59.2K +490 +10%
9WM
692
9258 Wealth Management
Ohio
$595K -$4.83K -40 -0.7%
QT
693
Quantbot Technologies
New York
$587K -$636K -5,260 -50%
MFA
694
Mayflower Financial Advisors
Massachusetts
$583K -$36.2K -300 -5%
LSPW
695
Lake Street Private Wealth
Illinois
$583K -$14.5K -120 -2%
BAM
696
Belpointe Asset Management
Nevada
$583K +$197K +1,630 +36%
AWA
697
Arete Wealth Advisors
Illinois
$582K +$21.7K +180 +4%
PWPS
698
Pinnacle Wealth Planning Services
Ohio
$582K +$33.8K +280 +6%
JWBC
699
J.W. Burns & Co
New York
$578K +$38.7K +320 +7%
BCV
700
Banque Cantonale Vaudoise
Switzerland
$576K +$156K +1,290 +33%