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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
KHCM
1076
Kirtland Hills Capital Management
Ohio
$1.09M +$31.5K +62 +3%
AG
1077
AlTi Global
New York
$1.08M -$114K -225 -9%
LC
1078
Lindbrook Capital
California
$1.08M -$1.52K -3 -0.1%
BBP
1079
Banco BTG Pactual
Brazil
$1.08M +$713K +1,406 +180%
MPW
1080
Monterey Private Wealth
California
$1.08M -$1.01K -2 -0.1%
Members Trust
1081
Members Trust
Florida
$1.08M -$1.01K -2 -0.1%
FG
1082
Foster Group
Iowa
$1.06M -$14.7K -29 -1%
VFA
1083
Values First Advisors
Tennessee
$1.06M +$743K +1,465 +223%
SIM
1084
Sentry Investment Management
Wisconsin
$1.05M -$175K -345 -14%
PK
1085
Pflug Koory
Nebraska
$1.05M
KWA
1086
Kingswood Wealth Advisors
California
$1.05M +$605K +1,193 +131%
AWA
1087
Arkadios Wealth Advisors
Georgia
$1.05M +$2.03K +4 +0.2%
IWM
1088
IHT Wealth Management
Illinois
$1.04M -$229K -451 -18%
BTI
1089
Blue Trust Inc
Georgia
$1.04M -$916K -1,806 -46%
EFG
1090
Everhart Financial Group
Ohio
$1.04M -$42.6K -84 -4%
MSFS
1091
Main Street Financial Solutions
Pennsylvania
$1.03M -$149K -294 -12%
RCAG
1092
Rehmann Capital Advisory Group
Michigan
$1.03M -$10.1K -20 -1%
MP
1093
McDonald Partners
Ohio
$1.03M +$26.4K +52 +3%
PJSIMP
1094
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.03M -$25.4K -50 -2%
SP
1095
Stonebrook Private
Michigan
$1.03M +$59.4K +117 +6%
GL
1096
Graypoint LLC
New York
$1.03M -$23.3K -46 -2%
HIA
1097
Harbor Investment Advisory
Maryland
$1.03M +$435K +858 +71%
GEM
1098
Global Endowment Management
North Carolina
$1.02M +$1.04M +2,054 New
BWM
1099
Baron Wealth Management
Michigan
$1.02M +$27.9K +55 +3%
GIA
1100
Gladstone Institutional Advisory
Florida
$1.02M +$228K +450 +28%