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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
ESBC
1326
E.S. Barr & Co
Kentucky
$535K
PFW
1327
Petros Family Wealth
Minnesota
$531K +$27.3K +51 +5%
WCM
1328
Winthrop Capital Management
Indiana
$531K +$21.4K +40 +4%
CBT
1329
CoreFirst Bank & Trust
Kansas
$531K -$26.8K -50 -4%
VVP
1330
Venture Visionary Partners
Ohio
$530K +$344K +643 +144%
LAS
1331
LWM Advisory Services
Florida
$529K -$33.7K -63 -5%
OWP
1332
ORG Wealth Partners
Texas
$528K -$12.9K -24 -2%
VCA
1333
Verdence Capital Advisors
Maryland
$528K +$20.9K +39 +4%
CWP
1334
Concord Wealth Partners
Virginia
$525K +$24.6K +46 +4%
QC
1335
Quent Capital
New York
$524K -$2.14K -4 -0.4%
SDAM
1336
Shulman DeMeo Asset Management
New York
$524K -$4.28K -8 -0.7%
HL
1337
HeadInvest LLC
Maine
$522K +$48.2K +90 +9%
WA
1338
Waddell & Associates
Tennessee
$521K
EFG
1339
Embree Financial Group
Illinois
$520K +$20.3K +38 +4%
UCB
1340
United Community Bank
South Carolina
$517K +$39.6K +74 +7%
SWM
1341
SeaCrest Wealth Management
New York
$515K -$27.3K -51 -5%
PFA
1342
Plotkin Financial Advisors
Maryland
$514K
Parallax Volatility Advisers
1343
Parallax Volatility Advisers
California
$514K -$101K -188 -15%
CP
1344
Clarendon Private
Massachusetts
$513K -$32.1K -60 -5%
PWG
1345
Portside Wealth Group
Utah
$510K -$9.1K -17 -2%
PWMAG
1346
Pinnacle Wealth Management Advisory Group
New Jersey
$508K -$31.1K -58 -5%
MCI
1347
MRP Capital Investments
Georgia
$508K
SPC
1348
Sigma Planning Corp
Michigan
$505K -$309K -577 -36%
DFCM
1349
Dark Forest Capital Management
Puerto Rico
$502K -$4.81M -8,986 -90%
EPIME
1350
Evelyn Partners Investment Management (Europe)
$500K