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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
IW
1076
IronOak Wealth
Texas
$1.09M +$1.11M +2,192 New
KHCM
1077
Kirtland Hills Capital Management
Ohio
$1.09M +$31.5K +62 +3%
AG
1078
AlTi Global
New York
$1.08M -$114K -225 -9%
LC
1079
Lindbrook Capital
California
$1.08M -$1.52K -3 -0.1%
BBP
1080
Banco BTG Pactual
Brazil
$1.08M +$713K +1,406 +180%
MPW
1081
Monterey Private Wealth
California
$1.08M -$1.01K -2 -0.1%
Members Trust
1082
Members Trust
Florida
$1.08M -$1.01K -2 -0.1%
FG
1083
Foster Group
Iowa
$1.06M -$14.7K -29 -1%
VFA
1084
Values First Advisors
Tennessee
$1.06M +$743K +1,465 +223%
SIM
1085
Sentry Investment Management
Wisconsin
$1.05M -$175K -345 -14%
PK
1086
Pflug Koory
Nebraska
$1.05M – – –
KWA
1087
Kingswood Wealth Advisors
California
$1.05M +$605K +1,193 +131%
AWA
1088
Arkadios Wealth Advisors
Georgia
$1.05M +$2.03K +4 +0.2%
IWM
1089
IHT Wealth Management
Illinois
$1.04M -$229K -451 -18%
BTI
1090
Blue Trust Inc
Georgia
$1.04M -$916K -1,806 -46%
EFG
1091
Everhart Financial Group
Ohio
$1.04M -$42.6K -84 -4%
MSFS
1092
Main Street Financial Solutions
Pennsylvania
$1.03M -$149K -294 -12%
RCAG
1093
Rehmann Capital Advisory Group
Michigan
$1.03M -$10.1K -20 -1%
MP
1094
McDonald Partners
Ohio
$1.03M +$26.4K +52 +3%
PJSIMP
1095
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.03M -$25.4K -50 -2%
SP
1096
Stonebrook Private
Michigan
$1.03M +$59.4K +117 +6%
GL
1097
Graypoint LLC
New York
$1.03M -$23.3K -46 -2%
HIA
1098
Harbor Investment Advisory
Maryland
$1.03M +$435K +858 +71%
GEM
1099
Global Endowment Management
North Carolina
$1.02M +$1.04M +2,054 New
BWM
1100
Baron Wealth Management
Michigan
$1.02M +$27.9K +55 +3%