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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1126
Barlow Wealth Partners
Kentucky
$1.13M -$106K -215 -9%
PPWP
1127
Premier Path Wealth Partners
New Jersey
$1.13M -$93K -188 -8%
JSW
1128
Journey Strategic Wealth
New Jersey
$1.13M -$16.8K -34 -2%
SMG
1129
Smart Money Group
Texas
$1.12M +$6.93K +14 +0.7%
IIM
1130
Ironwood Investment Management
Massachusetts
$1.12M +$184K +371 +21%
CL
1131
CVFG LLC
Indiana
$1.12M -$16.8K -34 -2%
ACM
1132
Allred Capital Management
Texas
$1.12M +$3.46K +7 +0.3%
CAMG
1133
CWA Asset Management Group
Florida
$1.12M -$154K -311 -13%
WP
1134
WealthPLAN Partners
Nebraska
$1.11M -$27.2K -55 -3%
BHPW
1135
Beverly Hills Private Wealth
California
$1.11M -$24.2K -49 -2%
KPPF
1136
Klein Pavlis & Peasley Financial
California
$1.1M +$1.04M +2,102 New
LF
1137
LifePlan Financial
Minnesota
$1.1M +$11.4K +23 +1%
FG
1138
Foster Group
Iowa
$1.09M -$40.6K -82 -4%
CWM
1139
Cooke Wealth Management
California
$1.09M +$990K +2,000 New
PWA
1140
Pitcairn Wealth Advisors
Pennsylvania
$1.09M +$1.03M +2,083 New
CFA
1141
Churchill Financial Advisors
Kentucky
$1.09M +$1.03M +2,077 New
Capstone Investment Advisors
1142
Capstone Investment Advisors
New York
$1.07M -$2.58M -5,219 -72%
TSS
1143
Two Sigma Securities
New York
$1.07M +$1.01M +2,050 New
SWGC
1144
Summit Wealth Group (Colorado)
Colorado
$1.06M +$1.01M +2,032 New
SI
1145
Seeds Investor
New York
$1.06M +$47K +95 +5%
DCM
1146
Dimension Capital Management
Florida
$1.05M +$4.45K +9 +0.4%
CSP
1147
Cary Street Partners
Virginia
$1.05M -$171K -346 -15%
SBCM
1148
Silverberg Bernstein Capital Management
New York
$1.05M – – –
AI
1149
Atom Investors
Texas
$1.05M +$990K +2,000 New
AC
1150
Avestar Capital
New York
$1.05M -$159K -322 -14%