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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1251
Claret Asset Management
Quebec, Canada
$226K +$236K +1,912 New
CWG
1252
Cornerstone Wealth Group
North Carolina
$226K -$17.1K -138 -7%
Financial Engines Advisors
1253
Financial Engines Advisors
California
$225K -$6.43K -52 -3%
EW
1254
Expressive Wealth
Illinois
$224K +$249K +2,017 New
OM
1255
OV Management
Minnesota
$223K -$539K -4,358 -70%
LEA
1256
Legacy Edge Advisors
New York
$223K -$9.15K -74 -4%
LCWP
1257
Legacy Capital Wealth Partners
Arkansas
$223K -$37.7K -305 -14%
BCM
1258
Bourgeon Capital Management
Connecticut
$221K +$247 +2 +0.1%
FHC
1259
First Heartland Consultants
Missouri
$220K -$22.3K -180 -9%
FCB
1260
First County Bank
Connecticut
$218K +$228K +1,847 New
Belpointe Asset Management
1261
Belpointe Asset Management
Nevada
$217K -$4.7K -38 -2%
RWA Wealth Partners
1262
RWA Wealth Partners
Massachusetts
$217K -$54.7K -442 -19%
CFP
1263
Catalyst Financial Partners
Massachusetts
$216K +$16.2K +131 +8%
RCA
1264
Resonant Capital Advisors
Wisconsin
$216K +$226K +1,824 New
Q1WB
1265
Quest 10 Wealth Builders
Virginia
$215K -$10K -81 -4%
AA
1266
Alta Advisers
United Kingdom
$215K – – –
FMLI
1267
Fukoku Mutual Life Insurance
Japan
$215K – – –
OAM
1268
Ostrum Asset Management
France
$214K -$715K -5,780 -76%
SIAP
1269
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$213K – – –
DRW Securities
1270
DRW Securities
Illinois
$213K -$197K -1,591 -47%
JGGDR
1271
JGP Global Gestao de Recursos
Brazil
$212K +$1.11K +9 +0.5%
FA
1272
Faithward Advisors
Pennsylvania
$212K -$12.6K -102 -5%
HT
1273
Heritage Trust
Oklahoma
$211K – – –
F.L. Putnam Investment Management
1274
F.L. Putnam Investment Management
Massachusetts
$211K -$51.4K -416 -19%
CNBOF
1275
City National Bank of Florida
Florida
$209K -$60K -485 -22%