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Name Holding Trade Value Shares
Change
Change in
Stake
FFM
851
Forum Financial Management
Illinois
$1.26M -$66.5K -414 -5%
MFA
852
Mayflower Financial Advisors
Massachusetts
$1.26M +$1.61K +10 +0.1%
GP
853
Guardian Partners
Canada
$1.26M -$35.8K -223 -2%
IA
854
IFP Advisors
Florida
$1.26M +$482 +3 +0%
TW
855
Tempo Wealth
Ohio
$1.26M +$1.25M +7,807 New
VCM
856
Vines Capital Management
Louisiana
$1.25M +$1.25M +7,780 New
EWM
857
Empirical Wealth Management
Washington
$1.25M +$50.3K +313 +4%
BA
858
Bridgewater Advisors
New York
$1.25M +$11.4K +71 +0.8%
FFAS
859
FIG Financial Advisory Services
Oklahoma
$1.23M +$1.22M +7,613 New
TFM
860
TFC Financial Management
Massachusetts
$1.22M -$93.9K -585 -7%
BRWA
861
B. Riley Wealth Advisors
Florida
$1.22M +$151K +939 +14%
AIM
862
Anchor Investment Management
South Carolina
$1.22M +$482 +3 +0%
EB
863
Eastern Bank
Massachusetts
$1.19M +$14.1K +88 +1%
IRAG
864
Investment Research & Advisory Group
Georgia
$1.19M +$1.15M +7,150 +3,206%
AAS
865
Ameritas Advisory Services
Nebraska
$1.19M -$45.9K -286 -4%
CPA
866
Capital Performance Advisors
California
$1.18M +$1.18M +7,327 New
CI
867
Corient IA
Florida
$1.18M -$270K -1,680 -19%
GH
868
GAM Holding
Switzerland
$1.17M +$702K +4,372 +151%
MWP
869
Momentum Wealth Planning
Florida
$1.17M +$677K +4,219 +251%
SLT
870
St Louis Trust
Missouri
$1.16M +$1.16M +7,221 New
SAG
871
SageView Advisory Group
California
$1.16M -$36.3K -226 -3%
AAB
872
ABN AMRO Bank
Netherlands
$1.16M -$1.25M -7,758 -52%
EFG
873
Everhart Financial Group
Ohio
$1.16M – – –
PI
874
PFG Investments
New York
$1.15M -$29.7K -185 -3%
GC
875
Gilbert & Cook
Iowa
$1.15M +$7.07K +44 +0.6%