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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
1301
Petrus Trust Company
Texas
$457K +$465K +1,073 New
SMG
1302
Smart Money Group
Texas
$453K +$195K +449 +70%
MPM
1303
MBB Public Markets
Illinois
$452K +$461K +1,063 New
IAN
1304
Integrated Advisors Network
Texas
$452K +$72.8K +168 +19%
CC
1305
Callan Capital
California
$451K +$7.8K +18 +2%
WWP
1306
WR Wealth Planners
Missouri
$450K +$2.6K +6 +0.6%
MAM
1307
Magellan Asset Management
Australia
$448K -$66.3K -153 -13%
ACL
1308
Applied Capital LLC
Florida
$448K -$30.3K -70 -6%
CB
1309
CNB Bank
Pennsylvania
$447K +$30.8K +71 +7%
NL
1310
NWAM LLC
Washington
$446K +$141K +326 +45%
KWA
1311
Kingswood Wealth Advisors
California
$445K +$62.8K +145 +16%
Harris Associates
1312
Harris Associates
Illinois
$445K -$912K -2,104 -67%
RFS
1313
Richardson Financial Services
Massachusetts
$444K +$38.1K +88 +9%
CA
1314
Centerpoint Advisors
Massachusetts
$444K -$36K -83 -7%
WMA
1315
West Michigan Advisors
Michigan
$444K -$7.37K -17 -2%
AWM
1316
Accel Wealth Management
Iowa
$444K +$452K +1,043 New
MIA
1317
MainStreet Investment Advisors
Illinois
$444K +$452K +1,043 New
NP
1318
Nilsine Partners
Colorado
$443K -$44.2K -102 -9%
SI
1319
Seeds Investor
New York
$443K +$89.7K +207 +25%
JFGIW
1320
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$442K -$213K -491 -32%
CFP
1321
Catalyst Financial Partners
Massachusetts
$441K +$31.2K +72 +7%
PIA
1322
Pinion Investment Advisors
Kansas
$441K +$6.5K +15 +1%
PWMG
1323
Prestige Wealth Management Group
New Jersey
$441K -$428K -987 -49%
CIC
1324
Carnegie Investment Counsel
Ohio
$440K
WFI
1325
West Family Investments
California
$439K +$4.77K +11 +1%