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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1151
Confluence Wealth Services
Pennsylvania
$943K +$15.3K +30 +2%
SMG
1152
Smart Money Group
Texas
$941K +$214K +419 +29%
BC
1153
Burney Company
Virginia
$939K -$8.69K -17 -0.9%
PP
1154
PDS Planning
Ohio
$937K +$75.6K +148 +9%
FAIM
1155
Financial Advocates Investment Management
Washington
$932K +$15.3K +30 +2%
BWP
1156
BSW Wealth Partners
Colorado
$931K +$211K +413 +29%
AWM
1157
Axxcess Wealth Management
California
$931K -$705K -1,380 -43%
CT
1158
Chicago Trust
Illinois
$926K +$33.2K +65 +4%
AFG
1159
Atomi Financial Group
New York
$926K +$106K +207 +13%
BB
1160
Bell Bank
North Dakota
$921K -$270K -528 -23%
TAM
1161
Trillium Asset Management
Massachusetts
$920K
LIM
1162
Leavell Investment Management
Alabama
$920K +$5.62K +11 +0.6%
BHWM
1163
Bar Harbor Wealth Management
New Hampshire
$916K -$4.6K -9 -0.5%
ACM
1164
Allred Capital Management
Texas
$913K +$33.7K +66 +4%
OWA
1165
Opal Wealth Advisors
New York
$909K +$4.6K +9 +0.5%
MWP
1166
Meridian Wealth Partners
Pennsylvania
$909K -$23K -45 -2%
FWP
1167
Forefront Wealth Partners
Texas
$905K -$511 -1 -0.1%
ACM
1168
Advisors Capital Management
New Jersey
$904K +$95K +186 +12%
ECA
1169
Elevated Capital Advisors
Utah
$904K -$48K -94 -5%
APW
1170
Aventura Private Wealth
Florida
$901K +$36.8K +72 +4%
Capstone Investment Advisors
1171
Capstone Investment Advisors
New York
$901K -$296K -580 -25%
HCM
1172
Howard Capital Management
Georgia
$901K -$130K -254 -13%
CW
1173
CreativeOne Wealth
Kansas
$900K +$151K +295 +20%
IIM
1174
Ironwood Investment Management
Massachusetts
$897K -$2.04K -4 -0.2%
WLG
1175
Williamson Legacy Group
Indiana
$894K +$75.6K +148 +9%