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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
PPP
1226
Private Portfolio Partners
New Jersey
$363K
WP
1227
WMS Partners
Maryland
$361K -$133K -339 -26%
MIS
1228
Morningstar Investment Services
Illinois
$360K +$27.9K +71 +8%
PCP
1229
Proficio Capital Partners
Massachusetts
$357K +$18.5K +47 +5%
KC
1230
Kenfarb & Co
Kentucky
$352K -$11.8K -30 -3%
WFI
1231
West Family Investments
California
$350K
CWA
1232
Cornerstone Wealth Advisors
Minnesota
$349K
RPWA
1233
Regent Peak Wealth Advisors
Georgia
$349K +$10.2K +26 +3%
DWM
1234
Drive Wealth Management
Utah
$348K +$37.7K +96 +11%
SIA
1235
Soltis Investment Advisors
Utah
$348K +$374K +952 New
FG
1236
Fiduciary Group
Georgia
$347K
CFP
1237
Catalyst Financial Partners
Massachusetts
$347K +$38.9K +99 +12%
WA
1238
Waverly Advisors
Alabama
$346K +$51.1K +130 +16%
HFM
1239
Hartford Funds Management
Pennsylvania
$344K +$45.6K +116 +14%
CWM
1240
Cornerstone Wealth Management
Missouri
$343K +$15.3K +39 +4%
CB
1241
CNB Bank
Pennsylvania
$342K +$14.5K +37 +4%
LAM
1242
L2 Asset Management
Massachusetts
$339K -$102K -260 -31%
Nomura Holdings
1243
Nomura Holdings
Japan
$338K -$974K -2,478 -73%
SB
1244
Strategic Blueprint
Georgia
$338K -$13.4K -34 -4%
CPRC
1245
Consolidated Portfolio Review Corp
New York
$336K
AFT
1246
Alpha Family Trust
California
$336K
KP
1247
Keel Point
Alabama
$336K -$6.29K -16 -2%
JSC
1248
Jackson Square Capital
California
$335K
MWM
1249
Modera Wealth Management
New Jersey
$333K -$22.4K -57 -6%
KCM
1250
Kathmere Capital Management
Pennsylvania
$331K -$10.6K -27 -3%