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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
BPFA
1326
Barnes Pettey Financial Advisors
Mississippi
$241K -$4.22K -12 -2%
BW
1327
Bison Wealth
Georgia
$240K -$4.58K -13 -2%
ACM
1328
Avalon Capital Management
California
$238K -$3.52K -10 -1%
G
1329
Gainplan
Michigan
$238K -$4.22K -12 -2%
T
1330
TRUADVICE
Florida
$237K +$231K +655 New
PPG
1331
Peak Planning Group
Colorado
$237K -$6.33K -18 -3%
QC
1332
Quent Capital
New York
$237K +$2.46K +7 +1%
IAN
1333
Integrated Advisors Network
Texas
$236K +$8.8K +25 +4%
BFA
1334
Brendel Financial Advisors
New Hampshire
$236K -$3.42M -9,720 -93%
SRC
1335
Shufro Rose & Co
New York
$234K
GBT
1336
Grove Bank & Trust
Florida
$234K +$14.4K +41 +6%
BFO
1337
Biltmore Family Office
North Carolina
$233K +$2.81K +8 +1%
SVWAG
1338
Sound View Wealth Advisors Group
Georgia
$233K +$41.9K +119 +21%
AIA
1339
Alera Investment Advisors
Illinois
$232K +$1.41K +4 +0.6%
VC
1340
Vicus Capital
Pennsylvania
$232K -$3.17K -9 -1%
OL
1341
Optas LLC
Texas
$231K +$25.7K +73 +12%
CBFP
1342
Cedar Brook Financial Partners
Ohio
$231K -$9.5K -27 -4%
EBA
1343
Eagle Bay Advisors
New York
$230K +$1.41K +4 +0.6%
MFS
1344
Mirabella Financial Services
United Kingdom
$229K +$234K +664 New
SWM
1345
Sculati Wealth Management
Michigan
$227K
CWP
1346
Concord Wealth Partners
Virginia
$225K +$222K +632 +2,873%
CWM
1347
Compass Wealth Management
Connecticut
$225K
PPW
1348
Pasadena Private Wealth
California
$225K
3IP
1349
3Chopt Investment Partners
Virginia
$225K +$230K +653 New
Koshinski Asset Management
1350
Koshinski Asset Management
Illinois
$225K -$5.63K -16 -2%