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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
UR
1151
USCA RIA
Texas
$261K +$1.92K +5 +0.8%
CFO
1152
Collective Family Office
Pennsylvania
$260K
NAMP
1153
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$260K
TA
1154
Tiedemann Advisors
New York
$256K -$10.8K -28 -4%
4WM
1155
44 Wealth Management
Oregon
$255K -$30.4K -79 -11%
TCOT
1156
Trust Company of Toledo
Ohio
$254K
Lido Advisors
1157
Lido Advisors
California
$253K -$24.2K -63 -9%
DY
1158
Dowling & Yahnke
California
$252K
FWP
1159
FAS Wealth Partners
Kansas
$252K
ECM
1160
Evergreen Capital Management
Washington
$251K +$235K +612 New
BFA
1161
Bragg Financial Advisors
North Carolina
$250K
GKWIM
1162
Gerber Kawasaki Wealth & Investment Management
California
$250K +$384 +1 +0.2%
MFG
1163
Menard Financial Group
Texas
$249K +$233K +607 New
Fisher Asset Management
1164
Fisher Asset Management
Washington
$248K -$132K -343 -36%
SHGA
1165
Sand Hill Global Advisors
California
$248K -$12.7K -33 -5%
V
1166
VeraBank
Texas
$248K +$10.4K +27 +5%
TIA
1167
Traphagen Investment Advisors
New Jersey
$246K
DHFB
1168
Dixon Hubard Feinour & Brown
Virginia
$246K
HIP
1169
HUB Investment Partners
Texas
$246K
PA
1170
PFG Advisors
Arizona
$246K +$2.69K +7 +1%
WI
1171
WrapManager Inc
California
$246K +$230K +599 New
CMP
1172
Courage Miller Partners
Virginia
$244K
AI
1173
Alphabet Inc
California
$243K +$228K +592 New
MA
1174
Mutual Advisors
Nebraska
$243K +$228K +592 New
SLA
1175
Silver Lake Advisory
Utah
$241K +$213K +554 New