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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
GC
1076
Guilbault Capital
Louisiana
$912K
SWGC
1077
Summit Wealth Group (Colorado)
Colorado
$911K +$20.7K +49 +2%
MC
1078
Moors & Cabot
Massachusetts
$910K +$160K +379 +20%
AWMT
1079
AAFMAA Wealth Management & Trust
North Carolina
$909K -$91.2K -216 -9%
AA
1080
Advisory Alpha
Michigan
$909K +$232K +549 +33%
IFWM
1081
Institute for Wealth Management
Colorado
$906K -$7.18K -17 -0.8%
BWP
1082
Barlow Wealth Partners
Kentucky
$894K -$3.8K -9 -0.4%
MHC
1083
Meyer Handelman Company
New York
$894K -$16.9K -40 -2%
ACM
1084
Allred Capital Management
Texas
$885K +$3.8K +9 +0.4%
VWM
1085
Venturi Wealth Management
Texas
$884K +$8.87K +21 +1%
WETS
1086
Wealth Enhancement Trust Services
South Dakota
$879K -$55.7K -132 -6%
Walleye Capital
1087
Walleye Capital
New York
$869K -$1.03M -2,442 -53%
TWA
1088
Tulsa Wealth Advisors
Oklahoma
$864K -$58.3K -138 -6%
TCM
1089
Tandem Capital Management
New Jersey
$863K -$24.5K -58 -3%
HCM
1090
Howard Capital Management
Georgia
$859K +$403K +954 +83%
ONB
1091
Old National Bancorp
Indiana
$859K -$132K -312 -13%
EFM
1092
E Fund Management
China
$850K +$389K +921 +79%
PA
1093
Procyon Advisors
Connecticut
$849K -$76K -180 -8%
TWM
1094
Thrive Wealth Management
Pennsylvania
$849K -$54.1K -128 -6%
AG
1095
AlTi Global
New York
$845K -$61.7K -146 -6%
SSCM
1096
Sovereign's Capital Management
Georgia
$844K -$20.7K -49 -2%
CFP
1097
Catalyst Financial Partners
Massachusetts
$844K +$149K +354 +21%
WS
1098
Wilian Securities
Minnesota
$842K +$560K +1,326 +179%
SW
1099
SlateStone Wealth
Florida
$841K +$23.2K +55 +3%
MCM
1100
Militia Capital Management
Texas
$841K +$220K +520 +34%