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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
XWL
1351
XXI Wealth LLC
Illinois
$424K -$55.3K -131 -11%
VVP
1352
Venture Visionary Partners
Ohio
$424K -$14.8K -35 -3%
CBT
1353
CoreFirst Bank & Trust
Kansas
$424K
RPWA
1354
Regent Peak Wealth Advisors
Georgia
$424K +$9.29K +22 +2%
MA
1355
Mutual Advisors
Nebraska
$423K -$19.8K -47 -4%
EFMH
1356
E Fund Management (HK)
Hong Kong
$423K +$413K +977 +1,576%
AC
1357
Apella Capital
Connecticut
$423K +$86.1K +204 +27%
PFA
1358
Plotkin Financial Advisors
Maryland
$422K -$8.45K -20 -2%
FNBTCON
1359
First National Bank & Trust Co of Newtown
Pennsylvania
$422K
AA
1360
Acorns Advisers
California
$422K +$29.6K +70 +7%
PCM
1361
Permanent Capital Management
Illinois
$422K -$19.8K -47 -4%
RSS
1362
Rosenblum Silverman Sutton
California
$421K
GLA
1363
Great Lakes Advisors
Illinois
$421K -$41.2M -97,482 -99%
DMBA
1364
Deseret Mutual Benefit Administrators
Utah
$421K -$33.8K -80 -7%
CAMV
1365
Concord Asset Management (Virginia)
Virginia
$420K +$16K +38 +4%
WAP
1366
Wealthcare Advisory Partners
Pennsylvania
$420K +$81.9K +194 +23%
NWMG
1367
National Wealth Management Group
Ohio
$419K -$57.9K -137 -12%
PWA
1368
Provenance Wealth Advisors
Florida
$417K +$4.64K +11 +1%
SBFM
1369
S-Bank Fund Management
Finland
$417K -$1.37M -3,233 -75%
VFA
1370
Values First Advisors
Tennessee
$417K -$193K -457 -31%
SPWG
1371
Sage Private Wealth Group
Illinois
$416K +$211K +499 +96%
LCWP
1372
Legacy Capital Wealth Partners
Arkansas
$415K -$82.8K -196 -16%
AWM
1373
Ameliora Wealth Management
Switzerland
$415K +$4.64K +11 +1%
ACL
1374
Applied Capital LLC
Florida
$414K
GFA
1375
Gallagher Fiduciary Advisors
Illinois
$413K -$7.6K -18 -2%