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Name Holding Trade Value Shares
Change
Change in
Stake
IA
801
IFP Advisors
Florida
$105K -$126K -1,617 -56%
CF
802
Centaurus Financial
California
$105K +$17.5K +225 +21%
MCM
803
MV Capital Management
Maryland
$104K
SWP
804
Strategic Wealth Partners
Ohio
$103K -$6.47K -83 -6%
M
805
Mirova
France
$100K +$28.2K +362 +42%
BAM
806
Belpointe Asset Management
Nevada
$100K +$95.5K +1,224 New
PHK
807
Point72 Hong Kong
Hong Kong
$99K +$94.7K +1,214 New
DWA
808
Dougherty Wealth Advisers
Minnesota
$98K
RA
809
Rational Advisors
New York
$96K +$42.1K +540 +86%
WPA
810
West Paces Advisors
Georgia
$94.6K -$14.9K -191 -14%
AWM
811
Aevitas Wealth Management
Massachusetts
$93K +$156 +2 +0.2%
CAW
812
Cornerstone Advisors (Washington)
Washington
$86K +$18.2K +233 +29%
FFW
813
Fusion Family Wealth
New York
$85K -$1.09K -14 -1%
FWM
814
Focused Wealth Management
New York
$83K -$99.4K -1,274 -56%
MFT
815
Moisand Fitzgerald Tamayo
Florida
$83K
BCI
816
Brinker Capital Investments
Pennsylvania
$81K
GLI
817
Guardian Life Insurance
New York
$81K +$1.48K +19 +2%
CAL
818
Capital Advisors Ltd
Ohio
$78K
ST
819
Smithfield Trust
Pennsylvania
$78K
WEC
820
Winslow Evans & Crocker
Massachusetts
$76K +$1.64K +21 +2%
GWS
821
Glassman Wealth Services
Virginia
$76K +$3.04K +39 +4%
QT
822
Quantamental Technologies
New York
$71K -$99.4K -1,274 -59%
BFC
823
Bedel Financial Consulting
Indiana
$66K
Simplex Trading
824
Simplex Trading
Illinois
$65K -$198K -2,540 -76%
RWA
825
Ropes Wealth Advisors
Massachusetts
$65K