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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1351
Salem Investment Counselors
North Carolina
$206K
CIM
1352
Chapman Investment Management
California
$206K +$202K +614 New
ML
1353
McAdam LLC
Pennsylvania
$205K +$143K +434 New
CMS
1354
Capital Market Strategies
Florida
$205K +$202K +612 New
TCWM
1355
Total Clarity Wealth Management
Illinois
$205K +$202K +612 New
SWS
1356
SYSTM Wealth Solutions
Illinois
$205K +$201K +611 New
PFM
1357
Parsec Financial Management
North Carolina
$204K +$201K +610 New
CIP
1358
Convergence Investment Partners
Florida
$203K +$200K +607 New
CCM
1359
Compton Capital Management
Rhode Island
$201K +$198K +600 New
OL
1360
Optas LLC
Texas
$200K -$26.7K -81 -12%
EWM
1361
Endurance Wealth Management
Rhode Island
$200K
CAL
1362
Capital Advisors Ltd
Ohio
$199K +$57K +173 +33%
TPCW
1363
TD Private Client Wealth
New York
$199K -$21.4K -65 -10%
Q
1364
QVR
California
$197K -$706K -2,141 -78%
MCC
1365
Money Concepts Capital
Florida
$194K +$48.8K +148 +34%
CFO
1366
CVA Family Office
Colorado
$190K +$83.1K +252 +80%
Acadian Asset Management
1367
Acadian Asset Management
Massachusetts
$189K
FP
1368
Financial Perspectives
Minnesota
$174K
HI
1369
Hendershot Investments
Virginia
$170K +$3.3K +10 +2%
FFA
1370
Farther Finance Advisors
California
$170K +$167K +507 New
UCB
1371
United Community Bank
South Carolina
$168K
ANBT
1372
American National Bank & Trust
Texas
$166K +$48.8K +148 +43%
LTI
1373
Laffer Tengler Investments
Tennessee
$155K
LS
1374
Livforsakringsbolaget Skandia
Sweden
$153K +$14.8K +45 +11%
AF
1375
Allworth Financial
California
$148K -$76.5K -232 -34%