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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1051
Bragg Financial Advisors
North Carolina
$226K -$4.59K -13 -2%
BPA
1052
Beacon Pointe Advisors
California
$224K +$2.82K +8 +1%
SAM
1053
Strategy Asset Managers
California
$219K +$215K +609 New
TIA
1054
Traphagen Investment Advisors
New Jersey
$216K +$212K +600 New
DHFB
1055
Dixon Hubard Feinour & Brown
Virginia
$216K
BCP
1056
Blue Chip Partners
Michigan
$216K +$70.6K +200 +50%
RPWA
1057
Regent Peak Wealth Advisors
Georgia
$216K +$211K +598 New
DY
1058
Dowling & Yahnke
California
$215K +$210K +595 New
KPWS
1059
Kestra Private Wealth Services
Texas
$212K +$207K +588 New
JCM
1060
Jacobi Capital Management
Pennsylvania
$211K +$8.12K +23 +4%
WI
1061
WrapManager Inc
California
$209K +$204K +579 New
V
1062
VeraBank
Texas
$208K +$204K +578 New
Lido Advisors
1063
Lido Advisors
California
$207K +$203K +574 New
KCPG
1064
Kavar Capital Partners Group
Kansas
$206K +$201K +570 New
SLA
1065
Silver Lake Advisory
Utah
$206K +$201K +570 New
CG
1066
Corundum Group
Colorado
$206K +$201K +571 New
BWP
1067
BSW Wealth Partners
Colorado
$204K -$74.8K -212 -27%
RCA
1068
Rowland Carmichael Advisors
Arizona
$204K +$200K +567 New
FHA
1069
First Horizon Advisors
Tennessee
$203K +$12.7K +36 +7%
AIP
1070
Almanack Investment Partners
Pennsylvania
$203K +$214K +607 New
TCOT
1071
Trust Company of Toledo
Ohio
$202K +$197K +559 New
ANTB
1072
AMG National Trust Bank
Colorado
$202K +$198K +560 New
CPO
1073
Cerity Partners OCIO
New York
$202K +$198K +560 New
WA
1074
Waverly Advisors
Alabama
$201K
CAN
1075
Claraphi Advisory Network
United States
$200K -$66K -187 -25%