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Name Holding Trade Value Shares
Change
Change in
Stake
FPL
1526
Fortress Private Ledger
North Carolina
$944K +$263K +1,417 +52%
FNT
1527
First Nebraska Trust
Nebraska
$941K
GFWA
1528
Grey Fox Wealth Advisors
Delaware
$940K
ACA
1529
Atlas Capital Advisors
Wyoming
$939K -$18.9K -102 -2%
OFS
1530
OneAscent Financial Services
Alabama
$938K -$716K -3,865 -48%
JIC
1531
Joel Isaacson & Co
New York
$937K +$93.2K +503 +14%
SW
1532
SteelPeak Wealth
California
$935K -$1.14M -6,150 -60%
AA
1533
Addison Advisors
Vermont
$934K -$46.3K -250 -6%
MWS
1534
MFA Wealth Services
California
$933K +$13.5K +73 +2%
WAG
1535
Wiser Advisor Group
Arizona
$931K +$305K +1,648 +67%
XF
1536
XML Financial
Maryland
$930K +$252K +1,359 +49%
NWWA
1537
New Wave Wealth Advisors
Arkansas
$928K -$57.4K -310 -7%
T
1538
Tableaux
Massachusetts
$928K +$759K +4,096 New
AV
1539
Aspiring Ventures
Ohio
$925K +$55.6K +300 +8%
EGM
1540
Engineers Gate Manager
New York
$924K -$4.32M -23,313 -85%
QPWM
1541
Quadrant Private Wealth Management
Pennsylvania
$923K +$37.8K +204 +5%
HAM
1542
Hickory Asset Management
Ohio
$919K
IDA
1543
Intelligence Driven Advisers
California
$914K -$49.6K -268 -6%
VCM
1544
Virtue Capital Management
Tennessee
$908K -$163K -878 -18%
SMC
1545
Smith, Moore & Co
Missouri
$906K +$18.5K +100 +3%
CI
1546
Corient IA
Florida
$906K
HFA
1547
High Falls Advisors
New York
$906K
TWPM
1548
Total Wealth Planning & Management
Florida
$905K
MMA
1549
Miracle Mile Advisors
California
$904K +$107K +578 +17%
CAM
1550
Cidel Asset Management
Ontario, Canada
$902K +$95K +513 +15%