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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
1026
Blue Trust Inc
Georgia
$1.37M +$165K +330 +15%
SC
1027
Stance Capital
Massachusetts
$1.37M +$1.3M +2,597 New
CAG
1028
Csenge Advisory Group
Florida
$1.37M -$34.4K -69 -3%
GWMR
1029
GC Wealth Management RIA
Massachusetts
$1.36M +$1.29M +2,582 New
CSPIA
1030
Cary Street Partners Investment Advisory
Virginia
$1.35M +$25K +50 +2%
TP
1031
Tranquility Partners
Tennessee
$1.35M +$99.3K +199 +8%
PF
1032
Phoenix Financial
Israel
$1.35M +$1.29M +2,588 New
MFGM
1033
Marshall Financial Group (Maryland)
Maryland
$1.34M -$4.49K -9 -0.4%
HBT
1034
Heartland Bank & Trust
Illinois
$1.33M -$26.5K -53 -2%
ECM
1035
Exchange Capital Management
Michigan
$1.33M -$41.9K -84 -3%
OIS
1036
Okabena Investment Services
Minnesota
$1.32M
AWP
1037
Accretive Wealth Partners
New Jersey
$1.32M +$12.5K +25 +1%
PWM
1038
Palumbo Wealth Management
New York
$1.31M -$47.4K -95 -4%
MI
1039
Motiv8 Investments
Florida
$1.31M +$121K +242 +11%
CAMG
1040
CWA Asset Management Group
Florida
$1.3M -$7.49K -15 -0.6%
AF
1041
Allworth Financial
California
$1.3M +$214K +429 +21%
WP
1042
Westmount Partners
California
$1.3M +$2.5K +5 +0.2%
CSP
1043
Cary Street Partners
Virginia
$1.3M -$66.4K -133 -5%
CAM
1044
Carret Asset Management
New York
$1.3M -$2.5K -5 -0.2%
DAM
1045
Deltec Asset Management
New York
$1.29M +$1.22M +2,450 New
AFG
1046
Atomi Financial Group
New York
$1.29M +$311K +623 +34%
Members Trust
1047
Members Trust
Florida
$1.29M +$135K +271 +13%
CFFP
1048
Center for Financial Planning
Michigan
$1.29M
PA
1049
Procyon Advisors
Connecticut
$1.28M -$549K -1,100 -31%
SGA
1050
Strategic Global Advisors
California
$1.28M +$47.9K +96 +4%