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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
KPPF
1076
Klein Pavlis & Peasley Financial
California
$1.13M +$258K +556 +26%
PWPS
1077
Pinnacle Wealth Planning Services
Ohio
$1.12M +$40.9K +88 +3%
PDL
1078
Portfolio Design Labs
California
$1.11M -$35.7K -77 -3%
CSPIA
1079
Cary Street Partners Investment Advisory
Virginia
$1.11M -$2.79K -6 -0.2%
RWA
1080
River Wealth Advisors
Pennsylvania
$1.1M -$11.6K -25 -1%
CHC
1081
City Holding Co
West Virginia
$1.1M -$128K -276 -10%
PWA
1082
Pitcairn Wealth Advisors
Pennsylvania
$1.1M +$12.5K +27 +1%
WA
1083
Waddell & Associates
Tennessee
$1.1M +$696K +1,500 +139%
AWP
1084
Accretive Wealth Partners
New Jersey
$1.08M +$13.9K +30 +1%
SRS
1085
Strong Retirement Solutions
Washington
$1.08M +$367K +790 +45%
DWM
1086
Diversify Wealth Management
Utah
$1.08M +$851K +1,832 +281%
MFGM
1087
Marshall Financial Group (Maryland)
Maryland
$1.06M +$1.86K +4 +0.2%
TIM
1088
Thompson Investment Management
Wisconsin
$1.06M +$1.16M +2,500 New
VM
1089
Venator Management
Pennsylvania
$1.06M +$1.16M +2,500 New
Verition Fund Management
1090
Verition Fund Management
Connecticut
$1.06M -$3.59M -7,736 -76%
DS
1091
DRW Securities
Illinois
$1.06M -$441K -950 -28%
DWM
1092
Dakota Wealth Management
Florida
$1.05M -$257K -553 -18%
PWM
1093
Palumbo Wealth Management
New York
$1.04M -$12.1K -26 -1%
QWM
1094
Quadcap Wealth Management
Texas
$1.04M -$632K -1,361 -36%
EI
1095
Ellevest Inc
New York
$1.04M -$24.6K -53 -2%
EWM
1096
EPG Wealth Management
Georgia
$1.04M -$33.9K -73 -3%
AWMT
1097
AAFMAA Wealth Management & Trust
North Carolina
$1.04M -$9.29K -20 -0.8%
NP
1098
NorthRock Partners
Minnesota
$1.04M +$115K +247 +11%
CGA
1099
Channing Global Advisors
Florida
$1.03M -$52K -112 -4%
ONB
1100
Old National Bancorp
Indiana
$1.03M -$17.6K -38 -2%