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Name Holding Trade Value Shares
Change
Change in
Stake
GFG
1501
Greystone Financial Group
Michigan
$693K -$59.2K -807 -8%
GFP
1502
Gryphon Financial Partners
Ohio
$688K -$466K -6,359 -40%
CCA
1503
Coign Capital Advisors
Utah
$687K +$9.09K +124 +1%
FWCM
1504
Ferguson Wellman Capital Management
Oregon
$686K -$59.4M -810,074 -99%
AA
1505
Aire Advisors
California
$680K -$183K -2,502 -21%
RCSA
1506
REYL & Cie S.A.
Switzerland
$679K +$690K +9,414 New
BONST
1507
Bank of Nova Scotia Trust
Ontario, Canada
$678K +$92.5K +1,262 +16%
PIA
1508
Perennial Investment Advisors
California
$676K +$1.47K +20 +0.2%
CCM
1509
Canal Capital Management
Virginia
$675K +$686K +9,361 New
AWM
1510
Activest Wealth Management
Florida
$673K -$105K -1,429 -13%
QPBE
1511
Quintet Private Bank (Europe)
Luxembourg
$669K -$73.3K -1,000 -10%
MFWP
1512
Mosaic Family Wealth Partners
Missouri
$668K +$679K +9,259 New
BSG
1513
Black Swift Group
Colorado
$667K -$5.5M -75,000 -89%
TA
1514
TKG Advisors
Indiana
$667K +$387K +5,277 +133%
IP
1515
Indivisible Partners
Florida
$666K +$129K +1,754 +23%
LIA
1516
Lynx Investment Advisory
District of Columbia
$664K -$4.77K -65 -0.7%
BSB
1517
Bangor Savings Bank
Maine
$663K +$54K +737 +9%
MFA
1518
Mayflower Financial Advisors
Massachusetts
$661K -$73 -1 -0%
MFG
1519
Magnus Financial Group
New York
$661K +$22.1K +302 +3%
QWP
1520
Quotient Wealth Partners
Texas
$660K -$64.6K -881 -9%
HFW
1521
Horizon Family Wealth
Illinois
$659K +$68.2K +930 +11%
PP
1522
PDS Planning
Ohio
$658K +$32.4K +442 +5%
TCWA
1523
Turtle Creek Wealth Advisors
Texas
$657K -$19.4K -264 -3%
FFA
1524
Founders Financial Alliance
North Carolina
$656K -$2.13K -29 -0.3%
GAA
1525
Guardian Asset Advisors
Pennsylvania
$654K +$15.4K +210 +2%