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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
WFI
1276
West Family Investments
California
$597K +$57.4K +116 +11%
PWM
1277
Paulson Wealth Management
Illinois
$592K – – –
MS
1278
Maven Securities
Jersey
$591K +$566K +1,144 New
KCM
1279
Kathmere Capital Management
Pennsylvania
$590K +$20.3K +41 +4%
BBWP
1280
Beacon Bridge Wealth Partners
Pennsylvania
$590K -$5.94K -12 -1%
Capstone Investment Advisors
1281
Capstone Investment Advisors
New York
$589K -$1.67M -3,375 -75%
IIA
1282
ICW Investment Advisors
Arizona
$586K +$22.3K +45 +4%
FB
1283
Fulton Bank
Pennsylvania
$584K -$11.4K -23 -2%
DAC
1284
Dividend Assets Capital
South Carolina
$578K -$14.8K -30 -3%
WF
1285
Welch & Forbes
Massachusetts
$577K +$2.47K +5 +0.4%
GWMR
1286
GC Wealth Management RIA
Massachusetts
$574K -$990 -2 -0.2%
CMI
1287
Clare Market Investments
Texas
$573K +$549K +1,110 New
CHP
1288
Cable Hill Partners
Oregon
$571K -$10.9K -22 -2%
SSW
1289
Smith Shellnut Wilson
Mississippi
$571K -$4.45K -9 -0.8%
HIP
1290
HUB Investment Partners
Texas
$570K +$7.92K +16 +1%
Harris Associates
1291
Harris Associates
Illinois
$570K +$41.6K +84 +8%
SDAM
1292
Shulman DeMeo Asset Management
New York
$562K +$495 +1 +0.1%
ECM
1293
Elgethun Capital Management
South Dakota
$560K – – –
1W
1294
1776 Wealth
Georgia
$559K -$28.7K -58 -5%
SS
1295
Sunbelt Securities
Texas
$559K -$3.46K -7 -0.6%
ICP
1296
Interchange Capital Partners
Pennsylvania
$558K +$225K +454 +73%
WWP
1297
WR Wealth Planners
Missouri
$557K +$990 +2 +0.2%
CM
1298
Capula Management
Cayman Islands
$554K +$531K +1,072 New
QC
1299
Quent Capital
New York
$549K -$1.98K -4 -0.4%
AWM
1300
Aprio Wealth Management
Georgia
$544K +$81.2K +164 +18%