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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
876
Csenge Advisory Group
Florida
$1.23M +$136K +373 +14%
LF
877
Lee Financial
Texas
$1.23M
CFGS
878
Concourse Financial Group Securities
Alabama
$1.22M -$9.5K -26 -0.8%
MCM
879
MAI Capital Management
Ohio
$1.22M -$2.92K -8 -0.3%
CW
880
Channel Wealth
California
$1.21M +$291K +796 +36%
PWPS
881
Pinnacle Wealth Planning Services
Ohio
$1.21M +$25.2K +69 +2%
DWT
882
Dorsey & Whitney Trust
South Dakota
$1.21M +$113K +310 +11%
KWM
883
Keebeck Wealth Management
Illinois
$1.2M +$156K +428 +17%
MA
884
Mezzasalma Advisors
New Jersey
$1.2M
SL
885
Sonnipe Ltd
Isle Of Man
$1.2M
MSFS
886
Main Street Financial Solutions
Pennsylvania
$1.19M +$5.48K +15 +0.5%
ECM
887
Exchange Capital Management
Michigan
$1.18M -$9.87K -27 -0.9%
PWM
888
Perigon Wealth Management
California
$1.18M -$251K -688 -19%
GAG
889
GM Advisory Group
New York
$1.17M +$1.83K +5 +0.2%
ECM
890
Evergreen Capital Management
Washington
$1.17M +$72K +197 +7%
WF
891
WoodTrust Financial
Wisconsin
$1.17M +$219K +600 +26%
Boston Partners
892
Boston Partners
Massachusetts
$1.16M -$55.5K -152 -5%
GA
893
Geller Advisors
New York
$1.15M +$431K +1,180 +70%
RCA
894
Resonant Capital Advisors
Wisconsin
$1.15M +$29.2K +80 +3%
CIM
895
Caldwell Investment Management
Ontario, Canada
$1.14M
CCA
896
Conestoga Capital Advisors
Pennsylvania
$1.13M -$133K -363 -11%
RVPG
897
Relative Value Partners Group
$1.13M
AF
898
Advisornet Financial
Minnesota
$1.12M -$27K -74 -3%
TCOO
899
Trust Company of Oklahoma
Oklahoma
$1.12M -$7.67K -21 -0.7%
PTP
900
Platform Technology Partners
New York
$1.11M -$17.2K -47 -2%