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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
926
Outlook Wealth Advisors
Texas
$839K -$52.1K -158 -6%
LWAC
927
Laurel Wealth Advisors (California)
California
$835K -$14.8K -45 -2%
GTCM
928
Gyon Technologies Capital Management
New Jersey
$835K +$821K +2,492 New
RC
929
Roundview Capital
New Jersey
$833K +$408K +1,238 +99%
KCM
930
Kendall Capital Management
Maryland
$828K -$505K -1,531 -38%
UAS
931
United Asset Strategies
New York
$822K +$315K +956 +64%
TSS
932
Two Sigma Securities
New York
$820K -$716K -2,172 -47%
JCM
933
Jacobi Capital Management
Pennsylvania
$819K +$246K +745 +44%
LF
934
Lee Financial
Texas
$808K +$785K +2,382 +8,214%
WI
935
Wintrust Investments
Illinois
$800K
Simplex Trading
936
Simplex Trading
Illinois
$797K -$6.96M -21,120 -90%
AWA
937
Aaron Wealth Advisors
Illinois
$795K +$426K +1,293 +120%
DWT
938
Dorsey & Whitney Trust
South Dakota
$793K -$18.5K -56 -2%
EFL
939
ERn Financial LLC
Wisconsin
$792K +$61K +185 +8%
SF
940
Symphony Financial
Texas
$791K -$869K -2,635 -53%
WP
941
Westmount Partners
California
$790K +$777K +2,358 New
PWM
942
Palumbo Wealth Management
New York
$783K -$3.63K -11 -0.5%
VCM
943
Virtue Capital Management
Tennessee
$783K +$435K +1,321 +130%
CAL
944
Capital Analysts LLC
Pennsylvania
$782K -$51.1K -155 -6%
HW
945
Hancock Whitney
Mississippi
$779K -$26.7K -81 -3%
GW
946
GW & Wade
Massachusetts
$775K -$20.4K -62 -3%
FNC
947
First National Corp
Massachusetts
$774K -$13.2K -40 -2%
WF
948
WoodTrust Financial
Wisconsin
$773K -$59.7K -181 -7%
HR
949
Howe & Rusling
New York
$772K -$16.8K -51 -2%
RPC
950
Rossmore Private Capital
Connecticut
$772K -$114K -345 -12%