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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1151
IHT Wealth Management
Illinois
$612K +$102K +259 +23%
Wolverine Trading
1152
Wolverine Trading
Illinois
$611K +$547K +1,387 New
RZH
1153
Relyea Zuckerberg Hanson
Connecticut
$609K -$51.7K -131 -9%
NGA
1154
Naples Global Advisors
Florida
$605K
EFG
1155
Everhart Financial Group
Ohio
$603K +$241K +610 +80%
XT
1156
XTX Topco
Cayman Islands
$600K -$50.5K -128 -9%
VCA
1157
Verdence Capital Advisors
Maryland
$599K +$21.7K +55 +4%
AF
1158
Allworth Financial
California
$598K +$9.47K +24 +2%
WP
1159
WMS Partners
Maryland
$597K +$144K +366 +37%
HCM
1160
Hollencrest Capital Management
California
$595K
MPM
1161
Meritage Portfolio Management
Kansas
$595K -$5.13K -13 -1%
UCB
1162
United Community Bank
South Carolina
$595K -$3.95K -10 -0.7%
SAM
1163
Smartleaf Asset Management
Massachusetts
$594K +$525K +1,330 New
GWMR
1164
GC Wealth Management RIA
Massachusetts
$592K +$530K +1,343 New
FWCM
1165
Ferguson Wellman Capital Management
Oregon
$587K -$175K -444 -25%
TIMH
1166
Tilt Investment Management Holdings
New York
$585K -$173K -439 -25%
FBT
1167
First Bankers Trust
Kentucky
$582K +$17.4K +44 +3%
RWPA
1168
Richard W. Paul & Associates
Michigan
$581K -$19.7K -50 -4%
SL
1169
SFM LLC
New Hampshire
$581K +$520K +1,318 New
TPI
1170
Trust Point Inc
Wisconsin
$578K +$517K +1,311 New
C
1171
Certuity
Florida
$575K +$80.5K +204 +19%
GL
1172
GHE LLC
Tennessee
$575K -$1.58M -3,994 -31%
RCWM
1173
Royal Capital Wealth Management
Indiana
$573K
LWL
1174
Leo Wealth LLC
Texas
$569K +$511K +1,296 New
IAS
1175
Insigneo Advisory Services
Florida
$568K +$242K +614 +91%