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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
BBWP
1251
Beacon Bridge Wealth Partners
Pennsylvania
$515K +$8.58K +20 +2%
DAC
1252
Dividend Assets Capital
South Carolina
$512K -$156K -363 -24%
WF
1253
Welch & Forbes
Massachusetts
$512K +$61.8K +144 +15%
PWM
1254
Paulson Wealth Management
Illinois
$511K
1W
1255
1776 Wealth
Georgia
$508K +$6.01K +14 +1%
OP
1256
ORG Partners
Indiana
$508K +$406K +946 +493%
WAG
1257
Wallace Advisory Group
California
$508K -$34.3K -80 -7%
GWP
1258
Gen-Wealth Partners
Michigan
$507K +$47.2K +110 +11%
AAS
1259
Ameritas Advisory Services
Nebraska
$506K +$6.01K +14 +1%
MPM
1260
Meritage Portfolio Management
Kansas
$505K -$20.2K -47 -4%
KWA
1261
Kingswood Wealth Advisors
California
$503K +$34.8K +81 +8%
CHP
1262
Cable Hill Partners
Oregon
$503K +$484K +1,127 New
DBIA
1263
Dumont & Blake Investment Advisors
New Jersey
$501K +$241K +562 +100%
NL
1264
NWAM LLC
Washington
$501K +$34.3K +80 +8%
CAM
1265
Carret Asset Management
New York
$501K +$482K +1,123 New
PCP
1266
Proficio Capital Partners
Massachusetts
$499K -$33.9K -79 -7%
BWP
1267
BSW Wealth Partners
Colorado
$497K -$1.72K -4 -0.4%
SSW
1268
Smith Shellnut Wilson
Mississippi
$497K
GWMR
1269
GC Wealth Management RIA
Massachusetts
$496K -$77.7K -181 -14%
MIS
1270
Morningstar Investment Services
Illinois
$493K +$144K +335 +44%
KCM
1271
Kathmere Capital Management
Pennsylvania
$491K +$73.8K +172 +19%
AssetMark Inc
1272
AssetMark Inc
California
$486K -$3.13M -7,300 -87%
IIA
1273
ICW Investment Advisors
Arizona
$486K -$2.15K -5 -0.5%
SS
1274
Sunbelt Securities
Texas
$485K -$19.3K -45 -4%
HIP
1275
HUB Investment Partners
Texas
$485K -$10.7K -25 -2%