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Name Holding Trade Value Shares
Change
Change in
Stake
FCG
826
Fielder Capital Group
Tennessee
$219K -$136 -1 -0.1%
GA
827
Geller Advisors
New York
$219K -$136 -1 -0.1%
EM
828
Excalibur Management
Massachusetts
$218K – – –
SMWM
829
Silvia McColl Wealth Management
California
$217K – – –
FNWM
830
Financial Network Wealth Management
Utah
$217K +$218K +1,600 New
WJWM
831
Williams Jones Wealth Management
New York
$215K – – –
PWPS
832
Pinnacle Wealth Planning Services
Ohio
$214K – – –
FWCM
833
Ferguson Wellman Capital Management
Oregon
$211K +$212K +1,559 New
PWG
834
Portside Wealth Group
Utah
$210K -$16.9K -124 -7%
FG
835
Fiduciary Group
Georgia
$210K – – –
OWMIAS
836
One Wealth Management Investment & Advisory Services
Florida
$210K -$23.5K -173 -10%
AO
837
Advisor OS
Illinois
$207K +$208K +1,530 New
HGA
838
Hobbs Group Advisors
South Carolina
$206K +$207K +1,522 New
RWP
839
Ridgecrest Wealth Partners
California
$206K +$206K +1,517 New
BJL
840
Brighton Jones LLC
Washington
$206K +$206K +1,516 New
MAS
841
Meeder Advisory Services
Ohio
$204K +$205K +1,504 New
CA
842
CoreCap Advisors
Michigan
$203K +$180K +1,322 +751%
SCI
843
S&CO Inc
Massachusetts
$203K +$204K +1,500 New
AA
844
Addison Advisors
Vermont
$202K +$11.2K +82 +6%
CCM
845
Canal Capital Management
Virginia
$201K +$201K +1,480 New
NIM
846
Northeast Investment Management
Massachusetts
$200K +$201K +1,475 New
AIM
847
Anchor Investment Management
South Carolina
$181K +$12.8K +94 +8%
O
848
Ossiam
France
$179K +$110K +807 +158%
FFA
849
Farther Finance Advisors
California
$174K -$4.22K -31 -2%
Kayne Anderson Rudnick Investment Management
850
Kayne Anderson Rudnick Investment Management
California
$171K – – –