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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
FA
1301
FDx Advisors
Illinois
$458K -$853K -1,969 -65%
PTC
1302
Petrus Trust Company
Texas
$457K +$465K +1,073 New
BWM
1303
Bullock Wealth Management
Indiana
$456K +$462K +1,067 New
SMG
1304
Smart Money Group
Texas
$453K +$195K +449 +70%
MPM
1305
MBB Public Markets
Illinois
$452K +$461K +1,063 New
IAN
1306
Integrated Advisors Network
Texas
$452K +$72.8K +168 +19%
CC
1307
Callan Capital
California
$451K +$7.8K +18 +2%
WWP
1308
WR Wealth Planners
Missouri
$450K +$2.6K +6 +0.6%
MAM
1309
Magellan Asset Management
Australia
$448K -$66.3K -153 -13%
ACL
1310
Applied Capital LLC
Florida
$448K -$30.3K -70 -6%
CB
1311
CNB Bank
Pennsylvania
$447K +$30.8K +71 +7%
NL
1312
NWAM LLC
Washington
$446K +$141K +326 +45%
KWA
1313
Kingswood Wealth Advisors
California
$445K +$62.8K +145 +16%
Harris Associates
1314
Harris Associates
Illinois
$445K -$912K -2,104 -67%
RFS
1315
Richardson Financial Services
Massachusetts
$444K +$38.1K +88 +9%
CA
1316
Centerpoint Advisors
Massachusetts
$444K -$36K -83 -7%
WMA
1317
West Michigan Advisors
Michigan
$444K -$7.37K -17 -2%
AWM
1318
Accel Wealth Management
Iowa
$444K +$452K +1,043 New
MIA
1319
MainStreet Investment Advisors
Illinois
$444K +$452K +1,043 New
NP
1320
Nilsine Partners
Colorado
$443K -$44.2K -102 -9%
SI
1321
Seeds Investor
New York
$443K +$89.7K +207 +25%
JFGIW
1322
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$442K -$213K -491 -32%
CFP
1323
Catalyst Financial Partners
Massachusetts
$441K +$31.2K +72 +7%
PIA
1324
Pinion Investment Advisors
Kansas
$441K +$6.5K +15 +1%
PWMG
1325
Prestige Wealth Management Group
New Jersey
$441K -$428K -987 -49%