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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
GA
1101
GSG Advisors
New Jersey
$1.02M +$27.4K +59 +3%
Members Trust
1102
Members Trust
Florida
$1.01M -$2.32K -5 -0.2%
EFG
1103
Everhart Financial Group
Ohio
$1.01M -$663K -1,429 -38%
C
1104
Certuity
Florida
$1.01M +$66.4K +143 +6%
CWM
1105
Circle Wealth Management
New Jersey
$1M +$363K +782 +50%
PPWP
1106
Premier Path Wealth Partners
New Jersey
$1M +$92.4K +199 +9%
SFP
1107
Shepherd Financial Partners
Massachusetts
$993K -$31.1K -67 -3%
AG
1108
AlTi Global
New York
$990K -$285K -613 -21%
SMG
1109
Smart Money Group
Texas
$978K +$69.6K +150 +7%
AG
1110
ASO Group
$978K – – –
RAM
1111
Ramirez Asset Management
New York
$977K – – –
WETS
1112
Wealth Enhancement Trust Services
South Dakota
$974K +$747K +1,609 +236%
LS
1113
Livforsakringsbolaget Skandia
Sweden
$974K – – –
HIIFS
1114
Harel Insurance Investments & Financial Services
Israel
$969K -$23.7K -51 -2%
SCP
1115
Stevens Capital Partners
Nebraska
$964K -$2.79K -6 -0.3%
PA
1116
Procyon Advisors
Connecticut
$963K -$82.6K -178 -7%
TWA
1117
Tulsa Wealth Advisors
Oklahoma
$960K -$409K -880 -28%
LIA
1118
Limestone Investment Advisors
New York
$957K +$209K +450 +25%
LWAM
1119
Legacy Wealth Asset Management
Minnesota
$955K +$20K +43 +2%
IFWM
1120
Institute for Wealth Management
Colorado
$954K -$6.96K -15 -0.7%
PI
1121
PineBridge Investments
New York
$953K -$19.9M -42,954 -95%
GC
1122
Guilbault Capital
Louisiana
$953K – – –
MHC
1123
Meyer Handelman Company
New York
$951K -$351K -755 -25%
GS
1124
GTS Securities
Florida
$946K -$994K -2,142 -49%
TWM
1125
Thrive Wealth Management
Pennsylvania
$941K -$196K -422 -16%