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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
SMG
1051
Smart Money Group
Texas
$1.01M +$78.5K +186 +8%
KJHP
1052
K.J. Harrison & Partners
Ontario, Canada
$1.01M -$346K -820 -25%
PCMH
1053
Polymer Capital Management (HK)
Hong Kong
$1.01M +$242K +572 +30%
OWA
1054
One Wealth Advisors
California
$1.01M +$187K +443 +22%
CT
1055
Caldwell Trust
Florida
$1M +$427K +1,012 +70%
GWM
1056
Geneos Wealth Management
Colorado
$1M +$974K +2,307 +1,498%
NW
1057
NewEdge Wealth
Pennsylvania
$995K -$123K -292 -11%
ASA
1058
Axxion S.A.
Luxembourg
$989K +$1.03M +2,429 New
TW
1059
ticino wealth
California
$988K +$407K +963 +66%
WA
1060
Wealth Alliance
New York
$983K -$318K -754 -24%
EAN
1061
Excelsior Advisor Network
Colorado
$980K +$1.02M +2,406 New
CWM
1062
Cooke Wealth Management
California
$977K +$169K +400 +20%
PWM
1063
Palumbo Wealth Management
New York
$973K -$28.3K -67 -3%
LFS
1064
Legacy Financial Strategies
Kansas
$971K -$1.71M -4,039 -63%
Members Trust
1065
Members Trust
Florida
$971K – – –
EI
1066
Ellevest Inc
New York
$968K -$29.6K -70 -3%
EWM
1067
EPG Wealth Management
Georgia
$966K -$33.4K -79 -3%
BCFD
1068
Boit C.F. David
$957K +$127K +300 +15%
CCG
1069
Chatham Capital Group
Georgia
$955K -$141K -335 -13%
SCP
1070
Stevens Capital Partners
Nebraska
$952K +$29.6K +70 +3%
GA
1071
GSG Advisors
New Jersey
$951K -$23.2K -55 -2%
ASG
1072
Advisory Solutions Group
Minnesota
$951K +$986K +2,334 New
PPWP
1073
Premier Path Wealth Partners
New Jersey
$945K -$12.7K -30 -1%
CS
1074
Cannell & Spears
New York
$938K -$708K -1,676 -42%
SFP
1075
Shepherd Financial Partners
Massachusetts
$936K -$15.2K -36 -2%