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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1026
Burling Wealth Partners
Illinois
$1.25M +$1.28M +2,518 New
TWP
1027
Tyche Wealth Partners
Texas
$1.24M +$959K +1,890 +311%
KA
1028
Kerrisdale Advisers
Florida
$1.23M +$160K +315 +15%
CAM
1029
Congress Asset Management
Massachusetts
$1.23M -$711K -1,401 -36%
BHPW
1030
Beverly Hills Private Wealth
California
$1.23M -$41.1K -81 -3%
SG
1031
StoneX Group
New York
$1.23M +$817K +1,611 +187%
SW
1032
SteelPeak Wealth
California
$1.22M +$1.25M +2,457 New
CGL
1033
Clarius Group LLC
Washington
$1.22M -$29.4K -58 -2%
CFFP
1034
Center for Financial Planning
Michigan
$1.21M +$167K +330 +16%
GJWM
1035
Gilliland Jeter Wealth Management
Arkansas
$1.21M -$16.2K -32 -1%
VWM
1036
Venturi Wealth Management
Texas
$1.21M -$55.3K -109 -4%
BWP
1037
Barlow Wealth Partners
Kentucky
$1.21M -$546K -1,076 -31%
VIG
1038
Vienna Insurance Group
Poland
$1.2M -$167K -329 -12%
WP
1039
Westmount Partners
California
$1.2M +$12.7K +25 +1%
BAAM
1040
Baker Avenue Asset Management
California
$1.2M +$44.1K +87 +4%
SGA
1041
Strategic Global Advisors
California
$1.19M +$1.22M +2,396 New
CPBTD
1042
Central Pacific Bank - Trust Division
Hawaii
$1.19M -$136K -268 -10%
DWP
1043
Daymark Wealth Partners
Ohio
$1.19M -$35K -69 -3%
PWM
1044
Palumbo Wealth Management
New York
$1.18M +$2.03K +4 +0.2%
CHC
1045
City Holding Co
West Virginia
$1.18M +$13.7K +27 +1%
NAAA
1046
New Age Alpha Advisors
New York
$1.18M +$1.17M +2,310 +4,125%
VEA
1047
Virtus ETF Advisers
New York
$1.18M +$281K +554 +31%
TP
1048
Tranquility Partners
Tennessee
$1.17M -$20.3K -40 -2%
Capstone Investment Advisors
1049
Capstone Investment Advisors
New York
$1.17M +$615K +1,213 +106%
TF
1050
Threadgill Financial
Texas
$1.17M +$340K +670 +40%