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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
HAG
951
HighPoint Advisor Group
Illinois
$361K +$4.59K +13 +1%
DBRC
952
D.B. Root & Company
Pennsylvania
$358K -$5.29K -15 -1%
SFO
953
Stokes Family Office
Louisiana
$357K +$349K +990 New
SL
954
Stevard LLC
Illinois
$355K
JSC
955
Jackson Square Capital
California
$350K
W
956
WealthStone
Ohio
$350K +$342K +970 New
HFRG
957
Houlihan Financial Resource Group
Virginia
$349K +$358K +1,016 New
WCM
958
WealthBridge Capital Management
Ohio
$348K -$215K -610 -39%
HIA
959
Harbor Investment Advisory
Maryland
$345K +$3.88K +11 +1%
CFGS
960
Concourse Financial Group Securities
Alabama
$342K +$151K +428 +82%
PIA
961
Pinion Investment Advisors
Kansas
$339K
MWM
962
Meridian Wealth Management
Kentucky
$337K +$1.06K +3 +0.3%
EHC
963
Everett Harris & Co
California
$335K
AWA
964
Arete Wealth Advisors
Illinois
$334K +$106K +300 +48%
WJWM
965
Williams Jones Wealth Management
New York
$332K -$6.7K -19 -2%
CCM
966
Compton Capital Management
Rhode Island
$332K
MAM
967
Meeder Asset Management
Ohio
$329K +$43K +122 +15%
DCM
968
Driehaus Capital Management
Illinois
$327K +$320K +907 New
PA
969
Procyon Advisors
Connecticut
$326K +$37K +105 +13%
Fisher Asset Management
970
Fisher Asset Management
Washington
$325K +$8.12K +23 +3%
PBO
971
Peoples Bank (Ohio)
Ohio
$325K +$318K +900 New
PFA
972
Plotkin Financial Advisors
Maryland
$325K
CB
973
Cadence Bank
Mississippi
$322K
AC
974
Alexandria Capital
Virginia
$321K
CWM
975
Connecticut Wealth Management
Connecticut
$321K +$63.9K +181 +25%