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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
HCP
1226
Hexagon Capital Partners
Arkansas
$13K
OC
1227
Oakworth Capital
Alabama
$13K
PP
1228
PrairieView Partners
Minnesota
$13K
TH
1229
TCTC Holdings
Texas
$13K
PFO
1230
Pathstone Family Office
New Jersey
$13K +$13.8K +41 New
BAM
1231
Bellevue Asset Management
Washington
$13K +$14.2K +42 New
MF
1232
Manchester Financial
California
$12K +$5.4K +16 +80%
FFC
1233
First Financial Corp
Indiana
$11K
BWM
1234
Baystate Wealth Management
Massachusetts
$10K -$30.7K -91 -75%
BWA
1235
BDO Wealth Advisors
Florida
$10K
OIA
1236
Optimum Investment Advisors
Illinois
$10K
HWM
1237
HighMark Wealth Management
Minnesota
$9K
IAS
1238
IMA Advisory Services
Colorado
$9K
LAS
1239
Lloyd Advisory Services
Georgia
$8K
TSW
1240
Thompson Siegel & Walmsley
Virginia
$8K
FA
1241
Fortis Advisors
Pennsylvania
$8K +$8.43K +25 New
BWM
1242
BerganKDV Wealth Management
Minnesota
$7K -$2.02K -6 -23%
APW
1243
Acima Private Wealth
Virginia
$7K
BSG
1244
Black Swift Group
Colorado
$7K +$7.42K +22 New
MLFP
1245
MPS Loria Financial Planners
Illinois
$6K +$6.07K +18 New
KFS
1246
Kelly Financial Services
Massachusetts
$5.92K +$6.07K +18 New
CIA
1247
CSat Investment Advisory
Michigan
$5K -$236K -700 -98%
Kayne Anderson Rudnick Investment Management
1248
Kayne Anderson Rudnick Investment Management
California
$5K
DWM
1249
Defined Wealth Management
Oregon
$5K +$4.72K +14 New
SBL
1250
Sargent Bickham Lagudis
Colorado
$5K +$4.72K +14 New