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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1301
Provence Wealth Management Group
California
$237K +$233K +707 New
WAP
1302
Wealthcare Advisory Partners
Pennsylvania
$237K +$233K +707 New
PPG
1303
Peak Planning Group
Colorado
$237K +$330 +1 +0.1%
G
1304
Gainplan
Michigan
$235K +$3.96K +12 +2%
CFG
1305
Carr Financial Group
Massachusetts
$235K +$231K +701 New
EFG
1306
Everhart Financial Group
Ohio
$234K -$125K -378 -35%
MAM
1307
Martingale Asset Management
Massachusetts
$234K -$17.8K -54 -7%
ACM
1308
Avalon Capital Management
California
$234K
MRCM
1309
M&R Capital Management
New Jersey
$234K
LWMM
1310
Legacy Wealth Management (Mississippi)
Mississippi
$234K
MAM
1311
Morse Asset Management
Connecticut
$234K +$230K +698 New
MFA
1312
Mayflower Financial Advisors
Massachusetts
$234K +$2.97K +9 +1%
CBFP
1313
Cedar Brook Financial Partners
Ohio
$233K -$10.9K -33 -5%
IGGA
1314
Iron Gate Global Advisors
Utah
$230K -$6.26K -19 -3%
PP
1315
PDS Planning
Ohio
$229K -$7.91K -24 -3%
VC
1316
Vicus Capital
Pennsylvania
$228K -$18.5K -56 -8%
QC
1317
Quent Capital
New York
$228K -$2.97K -9 -1%
SRC
1318
Shufro Rose & Co
New York
$227K +$3.63K +11 +2%
CFO
1319
Callan Family Office
Pennsylvania
$226K +$222K +674 New
VC
1320
Veracity Capital
Georgia
$225K +$222K +672 New
WWM
1321
Western Wealth Management
Colorado
$225K -$431K -1,308 -66%
AIA
1322
Alera Investment Advisors
Illinois
$224K -$8.24K -25 -4%
AWA
1323
Arkadios Wealth Advisors
Georgia
$224K +$989 +3 +0.5%
BFO
1324
Biltmore Family Office
North Carolina
$224K +$221K +669 New
Koshinski Asset Management
1325
Koshinski Asset Management
Illinois
$224K +$221K +669 New