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Name Holding Trade Value Shares
Change
Change in
Stake
FM
551
Freemont Management
Switzerland
$455K +$487K +6,060 New
AWE
552
Avidian Wealth Enterprises
Texas
$454K -$11.7K -146 -2%
MF
553
Manchester Financial
California
$453K +$4.17K +52 +0.9%
SC
554
Searle & Co
Connecticut
$451K
MLA
555
My Legacy Advisors
Oregon
$451K +$67.4K +840 +16%
FRM
556
Fox Run Management
Connecticut
$446K +$477K +5,942 New
SPIA
557
Steward Partners Investment Advisory
New York
$445K -$117K -1,452 -20%
BPA
558
Beacon Pointe Advisors
California
$444K -$686K -8,540 -59%
OIA
559
OneDigital Investment Advisors
Kansas
$442K -$19.3K -240 -4%
6F
560
626 Financial
Michigan
$441K -$68.7K -856 -13%
FB
561
Fulton Bank
Pennsylvania
$439K -$34.7K -432 -7%
Luther King Capital Management (LKCM)
562
Luther King Capital Management (LKCM)
Texas
$437K +$466K +5,810 New
FP
563
Financial Perspectives
Minnesota
$431K
CWS
564
Confluence Wealth Services
Pennsylvania
$429K -$12K -150 -3%
GAM
565
Gotham Asset Management
New York
$425K +$43K +536 +10%
SC
566
Sepio Capital
Utah
$422K
BRWA
567
B. Riley Wealth Advisors
Florida
$422K +$23.3K +290 +5%
CSI
568
Cross Staff Investments
New York
$421K
FIA
569
Foundations Investment Advisors
Arizona
$421K +$64.6K +804 +16%
SIAG
570
Safeguard Investment Advisory Group
California
$419K
FWIA
571
Fort Washington Investment Advisors
Ohio
$418K -$1.34M -16,700 -75%
APP
572
Avantax Planning Partners
Iowa
$418K +$447K +5,562 New
AP
573
Appleton Partners
Massachusetts
$415K
DPI
574
Diversified Portfolios Inc
Michigan
$414K -$7.55K -94 -2%
VW
575
Vance Wealth
California
$414K -$6.75K -84 -2%