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Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
1151
Ferguson Wellman Capital Management
Oregon
$283K -$95.1K -951 -28%
WFA
1152
WMG Financial Advisors
Tennessee
$281K – – –
MFG
1153
Magnus Financial Group
New York
$281K +$5.5K +55 +2%
SEIA
1154
Signature Estate & Investment Advisors
California
$281K +$3.6K +36 +2%
PGWM
1155
Pitti Group Wealth Management
New York
$279K -$1K -10 -0.4%
SWGC
1156
Summit Wealth Group (Colorado)
Colorado
$278K +$241K +2,412 New
VWA
1157
Visionary Wealth Advisors
Illinois
$278K +$4.9K +49 +2%
EFG
1158
Embree Financial Group
Illinois
$278K -$4.9K -49 -2%
BWP
1159
BSW Wealth Partners
Colorado
$277K +$2.7K +27 +1%
VCP
1160
Verus Capital Partners
Arizona
$277K -$15.1K -151 -6%
MPWT
1161
MassMutual Private Wealth & Trust
Connecticut
$276K -$11.7K -117 -5%
JF
1162
JSF Financial
California
$275K +$239K +2,388 New
DWM
1163
Drive Wealth Management
Utah
$273K +$11.2K +112 +5%
SB
1164
Simmons Bank
Arkansas
$273K -$23.6K -236 -9%
RIP
1165
Reliant Investment Partners
North Carolina
$273K – – –
BIAS
1166
Beacon Investment Advisory Services
New Jersey
$271K +$235K +2,350 New
QPBE
1167
Quintet Private Bank (Europe)
Luxembourg
$271K – – –
DFA
1168
Davies Financial Advisors
California
$270K – – –
GAM
1169
Gemmer Asset Management
California
$270K – – –
JIC
1170
Joel Isaacson & Co
New York
$270K – – –
BA
1171
Ballast Advisors
Minnesota
$269K +$2.6K +26 +1%
CWM
1172
Challenger Wealth Management
California
$268K +$233K +2,327 New
SHFA
1173
SS&H Financial Advisors
Michigan
$268K – – –
TWP
1174
Tyche Wealth Partners
Texas
$267K -$3.2K -32 -1%
ATFA
1175
All Terrain Financial Advisors
Minnesota
$266K – – –
45 46
47
48 49