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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
WI
1351
Wealth Intelligence
Georgia
$429K +$66.3K +157 +18%
HL
1352
HeadInvest LLC
Maine
$428K -$2.96K -7 -0.7%
SAM
1353
S.A. Mason
Michigan
$428K – – –
CL
1354
CSS LLC
Illinois
$428K +$443K +1,050 New
OF
1355
Optimize Financial
California
$427K -$1.27K -3 -0.3%
SCS
1356
Sound Capital Solutions
Florida
$427K +$443K +1,049 New
AIM
1357
Alhambra Investment Management
Florida
$427K +$14.4K +34 +3%
PEAK6
1358
PEAK6
Illinois
$426K -$1.18M -2,791 -73%
XWL
1359
XXI Wealth LLC
Illinois
$424K -$55.3K -131 -11%
VVP
1360
Venture Visionary Partners
Ohio
$424K -$14.8K -35 -3%
CBT
1361
CoreFirst Bank & Trust
Kansas
$424K – – –
RPWA
1362
Regent Peak Wealth Advisors
Georgia
$424K +$9.29K +22 +2%
MA
1363
Mutual Advisors
Nebraska
$423K -$19.8K -47 -4%
EFMH
1364
E Fund Management (HK)
Hong Kong
$423K +$413K +977 +1,576%
AC
1365
Apella Capital
Connecticut
$423K +$86.1K +204 +27%
PFA
1366
Plotkin Financial Advisors
Maryland
$422K -$8.45K -20 -2%
FNBTCON
1367
First National Bank & Trust Co of Newtown
Pennsylvania
$422K – – –
AA
1368
Acorns Advisers
California
$422K +$29.6K +70 +7%
PCM
1369
Permanent Capital Management
Illinois
$422K -$19.8K -47 -4%
RSS
1370
Rosenblum Silverman Sutton
California
$421K – – –
GLA
1371
Great Lakes Advisors
Illinois
$421K -$41.2M -97,482 -99%
DMBA
1372
Deseret Mutual Benefit Administrators
Utah
$421K -$33.8K -80 -7%
CAMV
1373
Concord Asset Management (Virginia)
Virginia
$420K +$16K +38 +4%
WAP
1374
Wealthcare Advisory Partners
Pennsylvania
$420K +$81.9K +194 +23%
NWMG
1375
National Wealth Management Group
Ohio
$419K -$57.9K -137 -12%