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Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
751
Focus Partners Advisor Solutions
Missouri
$324K +$64.5K +492 +22%
RMP
752
Richards, Merrill & Peterson
Washington
$323K +$82K +625 +30%
HWA
753
Heartwood Wealth Advisors
Virginia
$322K – – –
TBT
754
Texas Bank & Trust
Texas
$317K – – –
BB
755
Berkshire Bank
Massachusetts
$317K -$19.5K -149 -5%
KF
756
Krilogy Financial
Missouri
$316K +$37K +282 +13%
PPWP
757
Premier Path Wealth Partners
New Jersey
$315K -$21K -160 -6%
MM
758
MQS Management
New York
$314K +$16.8K +128 +5%
CP
759
Canopy Partners
Ohio
$312K -$106K -805 -24%
GIA
760
Guyasuta Investment Advisors
Pennsylvania
$311K – – –
AWA
761
Aaron Wealth Advisors
Illinois
$311K -$600K -4,574 -64%
MCM
762
Militia Capital Management
Texas
$311K +$341K +2,600 New
Members Trust
763
Members Trust
Florida
$309K – – –
TPCW
764
TD Private Client Wealth
New York
$300K +$260K +1,979 +370%
AFG
765
Atomi Financial Group
New York
$300K +$33.3K +254 +11%
VWM
766
Venturi Wealth Management
Texas
$298K -$340K -2,592 -51%
TS
767
Triglav Skladi
Slovenia
$297K -$548K -4,178 -63%
ATIA
768
American Trust Investment Advisors
New Hampshire
$295K +$93.8K +715 +41%
FMI
769
Frec Markets Inc
California
$295K +$323K +2,465 New
GC
770
Guggenheim Capital
Illinois
$293K -$87.7K -669 -21%
HSA
771
HBK Sorce Advisory
Pennsylvania
$287K +$45.2K +345 +16%
SCA
772
Snowden Capital Advisors
New York
$285K -$13.2K -101 -4%
ACP
773
Argyle Capital Partners
California
$282K +$20.5K +156 +7%
CDDEC
774
Caisse Des Depots Et Consignations
France
$282K – – –
BW
775
BIP Wealth
Georgia
$281K -$25.4K -194 -8%