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Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
551
Focus Partners Advisor Solutions
Missouri
$289K +$281K +1,277 New
RFW
552
Rainier Family Wealth
Washington
$288K -$4.84K -22 -2%
FWP
553
Firethorn Wealth Partners
Georgia
$285K -$6.82K -31 -2%
OWM
554
OneAscent Wealth Management
Alabama
$284K -$24.6K -112 -8%
MP
555
McDonald Partners
Ohio
$283K
OHWP
556
Oak Harbor Wealth Partners
North Carolina
$282K -$387K -1,758 -59%
BMCM
557
Bryn Mawr Capital Management
Pennsylvania
$280K -$151K -688 -36%
ACA
558
Aptus Capital Advisors
Alabama
$278K +$270K +1,226 New
DAS
559
Dynamic Advisor Solutions
Arizona
$273K +$50.6K +230 +24%
MA
560
Montag & Associates
Georgia
$272K
WANY
561
Wealthspire Advisors (New York)
New York
$272K +$263K +1,198 New
MAS
562
Meeder Advisory Services
Ohio
$271K +$32.8K +149 +14%
BCWM
563
Bartlett & Co Wealth Management
Ohio
$270K +$220 +1 +0.1%
BWG
564
Berry Wealth Group
Texas
$269K +$15.2K +69 +6%
FFM
565
Forum Financial Management
Illinois
$269K +$660 +3 +0.3%
UW
566
Unique Wealth
Florida
$268K +$260K +1,181 New
BP
567
Ballentine Partners
Massachusetts
$267K +$260K +1,180 New
DWM
568
Dynasty Wealth Management
Florida
$266K +$35.4K +161 +16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
569
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$265K +$258K +1,171 New
FC
570
Forte Capital
New York
$263K
IWC
571
Integrated Wealth Concepts
Massachusetts
$262K -$61.8K -281 -20%
HDIM
572
Hanson & Doremus Investment Management
Vermont
$262K
AG
573
Ascent Group
Virginia
$261K +$253K +1,152 New
GGA
574
Granite Group Advisors
Connecticut
$261K -$2.86K -13 -1%
SFI
575
Siemens Fonds Invest
Germany
$260K +$10.6K +48 +4%