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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
IIM
1151
Ironwood Investment Management
Massachusetts
$872K -$46.9K -101 -5%
JF
1152
Jump Financial
Illinois
$869K -$2.25M -4,846 -70%
TP
1153
TritonPoint Partners
Maryland
$868K +$337K +726 +55%
OWA
1154
One Wealth Advisors
California
$865K +$116K +250 +14%
CT
1155
Colonial Trust
South Carolina
$860K -$75.2K -162 -7%
CWS
1156
Confluence Wealth Services
Pennsylvania
$858K +$15.8K +34 +2%
FG
1157
Foster Group
Iowa
$858K -$35.7K -77 -4%
SW
1158
SlateStone Wealth
Florida
$855K +$54.8K +118 +6%
PPWM
1159
Paragon Private Wealth Management
Kentucky
$854K +$7.43K +16 +0.8%
AA
1160
Ancora Advisors
Ohio
$853K +$803K +1,729 +629%
CWM
1161
Cooke Wealth Management
California
$851K – – –
SBCM
1162
Silverberg Bernstein Capital Management
New York
$851K – – –
RS
1163
R Squared
Hong Kong
$851K +$515K +1,109 +124%
TIAA Trust, National Association
1164
TIAA Trust, National Association
North Carolina
$848K -$25.5M -54,982 -97%
BRWA
1165
B. Riley Wealth Advisors
Florida
$846K -$241K -520 -20%
PPW
1166
Parcion Private Wealth
Washington
$845K +$922K +1,986 New
BHPW
1167
Beverly Hills Private Wealth
California
$844K -$65.5K -141 -7%
JFG
1168
Jefferies Financial Group
New York
$844K +$408K +879 +79%
PP
1169
PDS Planning
Ohio
$842K +$67.3K +145 +8%
GIA
1170
Gateway Investment Advisers
Ohio
$840K -$7.89M -16,994 -90%
GWAM
1171
Guardian Wealth Advisors (Minnesota)
Minnesota
$835K +$61.3K +132 +7%
LA
1172
LVW Advisors
New York
$835K -$933K -2,009 -51%
OHWP
1173
Oak Harbor Wealth Partners
North Carolina
$832K +$124K +267 +16%
OWA
1174
Outlook Wealth Advisors
Texas
$831K – – –
DLA
1175
Douglas Lane & Associates
New York
$830K +$179K +385 +25%