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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
TF
1151
Threadgill Financial
Texas
$864K +$93K +188 +13%
FAM
1152
Formidable Asset Management
Ohio
$861K -$103K -208 -11%
SB
1153
Sunflower Bank
Texas
$859K -$1.98K -4 -0.2%
FNBT
1154
FineMark National Bank & Trust
Florida
$856K +$9.9K +20 +1%
PAS
1155
Point72 Asia (Singapore)
Singapore
$856K +$132K +267 +19%
JCM
1156
Jacobsen Capital Management
Utah
$853K -$44K -89 -5%
GA
1157
Geller Advisors
New York
$852K -$622K -1,256 -43%
MI
1158
Motiv8 Investments
Florida
$847K +$28.7K +58 +4%
LWAM
1159
Legacy Wealth Asset Management
Minnesota
$846K -$8.91K -18 -1%
JSSH
1160
J. Safra Sarasin Holding
$841K
SC
1161
Sepio Capital
Utah
$836K +$495 +1 +0.1%
SFSG
1162
Sound Financial Strategies Group
Mississippi
$830K -$50.5K -102 -6%
IFWM
1163
Institute for Wealth Management
Colorado
$829K -$990 -2 -0.1%
BIC
1164
Beach Investment Counsel
Pennsylvania
$827K
CG
1165
Cynosure Group
Utah
$826K -$63.8K -129 -7%
VAS
1166
Vestmark Advisory Solutions
Massachusetts
$826K +$136K +275 +21%
RZH
1167
Relyea Zuckerberg Hanson
Connecticut
$824K +$48.5K +98 +7%
GIA
1168
Gladstone Institutional Advisory
Florida
$822K +$305K +616 +63%
RL
1169
Retireful LLC
Michigan
$817K +$782K +1,581 New
MIM
1170
Moseley Investment Management
Florida
$812K +$990 +2 +0.1%
ACM
1171
Aster Capital Management
United Arab Emirates
$812K +$777K +1,571 New
CPW
1172
Crestmont Private Wealth
Texas
$805K +$40.1K +81 +5%
IIC
1173
Ironwood Investment Counsel
Arizona
$804K -$11.4K -23 -1%
FF
1174
Friedenthal Financial
New Jersey
$803K +$769K +1,554 New
SMA
1175
Sage Mountain Advisors
Georgia
$798K +$65.3K +132 +9%