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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
AC
1076
Abbrea Capital
California
$235K +$241K +715 New
IIM
1077
Ipswich Investment Management
Massachusetts
$233K
BFA
1078
Brendel Financial Advisors
New Hampshire
$231K +$4.05K +12 +2%
WA
1079
Waverly Advisors
Alabama
$231K +$18.9K +56 +9%
AWM
1080
Altavista Wealth Management
North Carolina
$230K
CC
1081
Caxton Corporation
New Jersey
$230K +$236K +700 New
Lido Advisors
1082
Lido Advisors
California
$229K +$42.2K +125 +22%
MSFS
1083
Main Street Financial Solutions
Pennsylvania
$228K +$234K +694 New
MFG
1084
Magnus Financial Group
New York
$227K -$24.6K -73 -10%
SHGA
1085
Sand Hill Global Advisors
California
$227K -$4.05K -12 -2%
PFA
1086
Pinnacle Family Advisors
Missouri
$225K
ACA
1087
Affinity Capital Advisors
California
$223K +$7.08K +21 +3%
VCM
1088
Virtue Capital Management
Tennessee
$222K +$227K +674 New
ETI
1089
Enterprise Trust & Investment
California
$221K
AFWM
1090
AMJ Financial Wealth Management
Virginia
$220K -$10.8K -32 -5%
EWM
1091
Empirical Wealth Management
Washington
$220K +$4.72K +14 +2%
SRC
1092
Shufro Rose & Co
New York
$219K
4WM
1093
44 Wealth Management
Oregon
$218K +$224K +663 New
NAG
1094
Northstar Advisory Group
New Jersey
$218K +$224K +664 New
BCP
1095
Blue Chip Partners
Michigan
$217K +$20.6K +61 +10%
DHFB
1096
Dixon Hubard Feinour & Brown
Virginia
$216K
HIP
1097
HUB Investment Partners
Texas
$216K +$202K +600 New
PFM
1098
Parsec Financial Management
North Carolina
$213K
PPW
1099
Pasadena Private Wealth
California
$213K
ANTB
1100
AMG National Trust Bank
Colorado
$213K +$29.7K +88 +16%