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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1551
Legacy Financial Advisors
Kentucky
$268K +$13.6K +91 +6%
LWL
1552
Leo Wealth LLC
Texas
$268K -$20K -134 -7%
VST
1553
Van Strum & Towne
California
$268K
BWG
1554
Berry Wealth Group
Texas
$268K +$17.6K +118 +7%
QL
1555
Quarry LP
New York
$268K +$233K +1,564 +1,003%
AP
1556
Adero Partners
California
$267K +$19.4K +130 +8%
ACGA
1557
Atlanta Consulting Group Advisors
Georgia
$267K +$255K +1,710 New
FA
1558
Fiducient Advisors
Illinois
$265K -$596 -4 -0.2%
SAM
1559
S.A. Mason
Michigan
$265K
BP
1560
BNP Paribas
France
$265K +$253K +1,700 New
DAS
1561
Diversify Advisory Services
Utah
$265K -$49.4K -332 -16%
First Manhattan
1562
First Manhattan
New York
$264K +$17.9K +120 +8%
SB
1563
Simmons Bank
Arkansas
$264K -$10.4K -70 -4%
FHA
1564
Flagship Harbor Advisors
Massachusetts
$263K -$8.04K -54 -3%
GWWM
1565
Great Waters Wealth Management
Minnesota
$263K -$52.6K -353 -17%
BONH
1566
Bank of New Hampshire
New Hampshire
$262K
GKWIM
1567
Gerber Kawasaki Wealth & Investment Management
California
$261K -$26.5K -178 -10%
LCM
1568
Lazari Capital Management
California
$260K +$249K +1,671 New
WCWM
1569
Willow Creek Wealth Management
California
$260K +$2.83K +19 +1%
CFP
1570
Catalyst Financial Partners
Massachusetts
$259K +$30.4K +204 +14%
FC
1571
Fulcrum Capital
Washington
$259K
TWP
1572
Tyche Wealth Partners
Texas
$258K -$9.68K -65 -4%
CCA
1573
Childress Capital Advisors
Texas
$257K -$1.34K -9 -0.5%
WIM
1574
Westside Investment Management
California
$257K +$13.4K +90 +6%
IAG
1575
Investmark Advisory Group
Connecticut
$256K -$2.53K -17 -1%