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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
RSS
1301
Rosenblum Silverman Sutton
California
$457K -$429 -1 -0.1%
ACM
1302
Ayrshire Capital Management
Connecticut
$456K +$9.87K +23 +2%
AIA
1303
Alera Investment Advisors
Illinois
$456K +$142K +330 +48%
Harris Associates
1304
Harris Associates
Illinois
$455K -$11.2K -26 -2%
VC
1305
Vicus Capital
Pennsylvania
$455K +$4.29K +10 +1%
GC
1306
Gilbert & Cook
Iowa
$453K -$64.8K -151 -13%
PWMAG
1307
Pinnacle Wealth Management Advisory Group
New Jersey
$452K -$94K -219 -18%
PWA
1308
Provenance Wealth Advisors
Florida
$452K – – –
WMA
1309
West Michigan Advisors
Michigan
$451K -$13.7K -32 -3%
SWM
1310
SeaCrest Wealth Management
New York
$448K +$24K +56 +6%
WP
1311
WMS Partners
Maryland
$448K -$35.6K -83 -8%
RPWA
1312
Regent Peak Wealth Advisors
Georgia
$448K +$9.87K +23 +2%
LWL
1313
Leo Wealth LLC
Texas
$447K -$93.1K -217 -18%
CB
1314
Community Bank
New York
$446K – – –
CB
1315
CNB Bank
Pennsylvania
$446K -$22.3K -52 -5%
EFG
1316
Embree Financial Group
Illinois
$443K -$9.44K -22 -2%
CIC
1317
Carnegie Investment Counsel
Ohio
$443K -$18K -42 -4%
AC
1318
Allstate Corporation
Illinois
$442K +$34.8K +81 +9%
NG
1319
Norden Group
Utah
$442K +$45K +105 +12%
FFA
1320
Founders Financial Alliance
North Carolina
$441K +$858 +2 +0.2%
CH
1321
Cromwell Holdings
Wyoming
$440K +$423K +987 New
FIB
1322
First Interstate Bank
Montana
$439K -$15K -35 -3%
IAN
1323
Integrated Advisors Network
Texas
$438K -$34.3K -80 -8%
RWM
1324
Revisor Wealth Management
Ohio
$438K -$348K -811 -45%
HL
1325
HeadInvest LLC
Maine
$436K – – –