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Name Holding Trade Value Shares
Change
Change in
Stake
BA
1001
Bridgewater Advisors
New York
$250K +$729 +4 +0.2%
GVAG
1002
Great Valley Advisor Group
Delaware
$250K -$233K -1,281 -45%
FOA
1003
Five Oceans Advisors
California
$250K -$1.09K -6 -0.4%
AC
1004
AlphaCore Capital
California
$249K +$282K +1,546 New
JTF
1005
J. Team Financial
Texas
$247K -$11.3K -62 -4%
OFS
1006
OneAscent Financial Services
Alabama
$244K +$276K +1,513 New
MFGM
1007
Marshall Financial Group (Maryland)
Maryland
$244K -$1.15M -6,327 -81%
MCM
1008
MAI Capital Management
Ohio
$243K +$74.5K +409 +37%
VC
1009
VarCov Co
Connecticut
$243K +$274K +1,505 New
VSQM
1010
V-Square Quantitative Management
Illinois
$242K +$273K +1,500 New
CG
1011
Caprock Group
Idaho
$242K -$216K -1,185 -44%
PWM
1012
Perigon Wealth Management
California
$242K -$546 -3 -0.2%
MPWT
1013
MassMutual Private Wealth & Trust
Connecticut
$242K -$2.37K -13 -0.9%
PFM
1014
Patton Fund Management
Texas
$242K -$2.77M -15,188 -91%
CFD
1015
Creative Financial Designs
Indiana
$238K +$91.1K +500 +51%
CGA
1016
Crescent Grove Advisors
Illinois
$237K -$121K -665 -31%
ARC
1017
Advisor Resource Council
Texas
$236K +$278K +1,527 New
RF
1018
Rossby Financial
Florida
$236K -$180K -987 -40%
KCFA
1019
Key Client Fiduciary Advisors
New Jersey
$235K +$38.6K +212 +17%
BWIA
1020
Bryant Woods Investment Advisors
New York
$234K
GHAM
1021
Gilman Hill Asset Management
Connecticut
$234K
AWM
1022
Aprio Wealth Management
Georgia
$234K +$264K +1,449 New
OWA
1023
Outlook Wealth Advisors
Texas
$232K -$16K -88 -6%
LWM
1024
LeConte Wealth Management
Tennessee
$232K +$22.4K +123 +9%
FCA
1025
FLC Capital Advisors
California
$232K