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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
JSW
1126
Journey Strategic Wealth
New Jersey
$1.13M -$16.8K -34 -2%
SMG
1127
Smart Money Group
Texas
$1.12M +$6.93K +14 +0.7%
IIM
1128
Ironwood Investment Management
Massachusetts
$1.12M +$184K +371 +21%
CL
1129
CVFG LLC
Indiana
$1.12M -$16.8K -34 -2%
ACM
1130
Allred Capital Management
Texas
$1.12M +$3.46K +7 +0.3%
CAMG
1131
CWA Asset Management Group
Florida
$1.12M -$154K -311 -13%
WP
1132
WealthPLAN Partners
Nebraska
$1.11M -$27.2K -55 -3%
BHPW
1133
Beverly Hills Private Wealth
California
$1.11M -$24.2K -49 -2%
KPPF
1134
Klein Pavlis & Peasley Financial
California
$1.1M +$1.04M +2,102 New
LF
1135
LifePlan Financial
Minnesota
$1.1M +$11.4K +23 +1%
FG
1136
Foster Group
Iowa
$1.09M -$40.6K -82 -4%
CWM
1137
Cooke Wealth Management
California
$1.09M +$990K +2,000 New
PWA
1138
Pitcairn Wealth Advisors
Pennsylvania
$1.09M +$1.03M +2,083 New
CFA
1139
Churchill Financial Advisors
Kentucky
$1.09M +$1.03M +2,077 New
Capstone Investment Advisors
1140
Capstone Investment Advisors
New York
$1.07M -$2.58M -5,219 -72%
TSS
1141
Two Sigma Securities
New York
$1.07M +$1.01M +2,050 New
SWGC
1142
Summit Wealth Group (Colorado)
Colorado
$1.06M +$1.01M +2,032 New
SI
1143
Seeds Investor
New York
$1.06M +$47K +95 +5%
DCM
1144
Dimension Capital Management
Florida
$1.05M +$4.45K +9 +0.4%
CSP
1145
Cary Street Partners
Virginia
$1.05M -$171K -346 -15%
SBCM
1146
Silverberg Bernstein Capital Management
New York
$1.05M
AI
1147
Atom Investors
Texas
$1.05M +$990K +2,000 New
AC
1148
Avestar Capital
New York
$1.05M -$159K -322 -14%
OFS
1149
Orrstown Financial Services
Pennsylvania
$1.04M +$13.9K +28 +1%
PPWM
1150
Paragon Private Wealth Management
Kentucky
$1.04M +$27.7K +56 +3%