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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
NI
1326
Natural Investments
California
$538K +$1.07K +2 +0.2%
ALA
1327
Atlas Legacy Advisors
California
$538K +$72.8K +136 +14%
ESBC
1328
E.S. Barr & Co
Kentucky
$535K – – –
PFW
1329
Petros Family Wealth
Minnesota
$531K +$27.3K +51 +5%
WCM
1330
Winthrop Capital Management
Indiana
$531K +$21.4K +40 +4%
CBT
1331
CoreFirst Bank & Trust
Kansas
$531K -$26.8K -50 -4%
VVP
1332
Venture Visionary Partners
Ohio
$530K +$344K +643 +144%
LAS
1333
LWM Advisory Services
Florida
$529K -$33.7K -63 -5%
OWP
1334
ORG Wealth Partners
Texas
$528K -$12.9K -24 -2%
VCA
1335
Verdence Capital Advisors
Maryland
$528K +$20.9K +39 +4%
CWP
1336
Concord Wealth Partners
Virginia
$525K +$24.6K +46 +4%
QC
1337
Quent Capital
New York
$524K -$2.14K -4 -0.4%
SDAM
1338
Shulman DeMeo Asset Management
New York
$524K -$4.28K -8 -0.7%
HL
1339
HeadInvest LLC
Maine
$522K +$48.2K +90 +9%
WA
1340
Waddell & Associates
Tennessee
$521K – – –
EFG
1341
Embree Financial Group
Illinois
$520K +$20.3K +38 +4%
UCB
1342
United Community Bank
South Carolina
$517K +$39.6K +74 +7%
SWM
1343
SeaCrest Wealth Management
New York
$515K -$27.3K -51 -5%
PFA
1344
Plotkin Financial Advisors
Maryland
$514K – – –
Parallax Volatility Advisers
1345
Parallax Volatility Advisers
California
$514K -$101K -188 -15%
CP
1346
Clarendon Private
Massachusetts
$513K -$32.1K -60 -5%
PWG
1347
Portside Wealth Group
Utah
$510K -$9.1K -17 -2%
PWMAG
1348
Pinnacle Wealth Management Advisory Group
New Jersey
$508K -$31.1K -58 -5%
MCI
1349
MRP Capital Investments
Georgia
$508K – – –
SPC
1350
Sigma Planning Corp
Michigan
$505K -$309K -577 -36%