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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1326
Compass Wealth Management
Connecticut
$262K
3IP
1327
3Chopt Investment Partners
Virginia
$262K
PPW
1328
Pasadena Private Wealth
California
$262K
DWM
1329
Darwin Wealth Management
Florida
$261K +$241K +660 New
JWM
1330
Janiczek Wealth Management
Colorado
$261K +$64.3K +176 +37%
EH
1331
Equitable Holdings
New York
$261K +$238K +651 New
EP
1332
Eudaimonia Partners
Tennessee
$260K +$237K +649 New
JIP
1333
Jaffetilchin Investment Partners
Florida
$258K +$3.29K +9 +1%
CWM
1334
Connecticut Wealth Management
Connecticut
$257K
PT
1335
Plimoth Trust
Massachusetts
$257K -$38.4K -105 -14%
EBA
1336
Eagle Bay Advisors
New York
$254K -$12.8K -35 -5%
NAMP
1337
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$254K -$1.1K -3 -0.5%
IAIM
1338
Industrial Alliance Investment Management
Quebec, Canada
$253K -$20.8M -56,818 -99%
E
1339
Ergoteles
New York
$253K -$23.5M -64,452 -99%
CA
1340
Crewe Advisors
Utah
$251K +$74.5K +204 +48%
V
1341
VeraBank
Texas
$251K
GKWIM
1342
Gerber Kawasaki Wealth & Investment Management
California
$251K +$3.65K +10 +2%
MIP
1343
Marietta Investment Partners
Wisconsin
$249K +$227K +620 New
VC
1344
Veracity Capital
Georgia
$247K +$2.92K +8 +1%
TFM
1345
TFC Financial Management
Massachusetts
$247K -$2.56K -7 -1%
CIM
1346
Chapman Investment Management
California
$246K
CMS
1347
Capital Market Strategies
Florida
$245K +$224K +612 New
RA
1348
Ruggaard & Associates
Ohio
$245K -$1.46K -4 -0.7%
Koshinski Asset Management
1349
Koshinski Asset Management
Illinois
$244K -$16.1K -44 -7%
FFA
1350
Farther Finance Advisors
California
$244K +$9.13K +25 +4%