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Name Holding Trade Value Shares
Change
Change in
Stake
FIA
851
Foundations Investment Advisors
Arizona
$526K +$164K +256 +60%
SCA
852
Sandy Cove Advisors
Massachusetts
$523K
GM
853
GeoWealth Management
Illinois
$521K +$57.8K +90 +15%
MYAM
854
Meiji Yasuda Asset Management
Japan
$517K -$164K -256 -28%
IW
855
IronOak Wealth
Texas
$511K +$427K +666 New
FMLI
856
Fukoku Mutual Life Insurance
Japan
$510K +$22.5K +35 +6%
WA
857
Wealth Alliance
New York
$506K -$63.5K -99 -13%
BJL
858
Brighton Jones LLC
Washington
$503K +$82.8K +129 +24%
TC
859
TownSquare Capital
Utah
$503K -$3.76M -5,854 -90%
SSA
860
Schonfeld Strategic Advisors
New York
$501K -$28.4M -44,297 -99%
WFI
861
West Family Investments
California
$498K +$156K +243 +60%
BC
862
Bayforest Capital
United Kingdom
$496K -$967K -1,506 -70%
FFN
863
Focus Financial Network
Minnesota
$493K +$41.7K +65 +11%
GF
864
Gries Financial
Ohio
$488K -$368K -573 -47%
BAM
865
BOCHK Asset Management
Hong Kong
$487K -$14.2M -22,135 -97%
FFA
866
Founders Financial Alliance
North Carolina
$485K -$30.8K -48 -7%
LFG
867
Larson Financial Group
Missouri
$484K +$142K +221 +54%
1WA
868
180 Wealth Advisors
Washington
$480K -$24.4K -38 -6%
NP
869
NorthRock Partners
Minnesota
$479K +$50.1K +78 +14%
PFG
870
PAX Financial Group
Texas
$477K -$175K -273 -31%
TFA
871
Toth Financial Advisory
Virginia
$472K +$385K +600 +4,000%
AWM
872
Aprio Wealth Management
Georgia
$471K -$27.6K -43 -7%
1CP
873
17 Capital Partners
Arizona
$471K
SMF
874
Scott Marsh Financial
Utah
$468K +$392K +610 New
CG
875
Carmignac Gestion
France
$467K +$200K +311 +105%