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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1251
Endowment Wealth Management
Wisconsin
$324K +$25.6K +70 +9%
DMBA
1252
Deseret Mutual Benefit Administrators
Utah
$323K -$19.7K -54 -6%
MIC
1253
Meridian Investment Counsel
California
$323K
SMA
1254
Sage Mountain Advisors
Georgia
$322K +$8.04K +22 +3%
BC
1255
Burney Company
Virginia
$321K +$25.6K +70 +10%
GCMG
1256
Gyroscope Capital Management Group
Florida
$321K +$73.1K +200 +33%
WA
1257
Waddell & Associates
Tennessee
$320K -$137K -375 -32%
PHS
1258
Pekin Hardy Strauss
Illinois
$320K
SG
1259
StoneX Group
New York
$318K -$127K -347 -30%
JFGIW
1260
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$318K +$6.21K +17 +2%
IIC
1261
Integrated Investment Consultants
Michigan
$317K -$2.56K -7 -0.9%
Wealth Enhancement Advisory Services
1262
Wealth Enhancement Advisory Services
Minnesota
$316K +$288K +789 New
ACA
1263
Anchor Capital Advisors
Massachusetts
$316K -$5.48K -15 -2%
WAP
1264
Wealthcare Advisory Partners
Pennsylvania
$314K +$22.3K +61 +8%
GAG
1265
Goodman Advisory Group
Massachusetts
$314K -$113K -309 -28%
PFG
1266
Prosperity Financial Group
California
$314K +$16.4K +45 +6%
NAG
1267
Northstar Advisory Group
New Jersey
$314K +$286K +783 New
LB
1268
Leo Brokerage
Texas
$313K +$13.9K +38 +5%
FNWM
1269
Financial Network Wealth Management
Utah
$313K
CWM
1270
Calamos Wealth Management
Illinois
$313K +$3.65K +10 +1%
BIP
1271
Blueprint Investment Partners
North Carolina
$313K +$285K +780 New
TIA
1272
Traphagen Investment Advisors
New Jersey
$312K -$70.5K -193 -20%
SB
1273
Simmons Bank
Arkansas
$311K +$17.9K +49 +7%
RA
1274
Rational Advisors
New York
$310K +$282K +773 New
OCBCO
1275
Oversea-Chinese Banking Corp (OCBC)
Singapore
$308K