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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1376
Provenance Wealth Advisors
Florida
$417K +$4.64K +11 +1%
SBFM
1377
S-Bank Fund Management
Finland
$417K -$1.37M -3,233 -75%
VFA
1378
Values First Advisors
Tennessee
$417K -$193K -457 -31%
SPWG
1379
Sage Private Wealth Group
Illinois
$416K +$211K +499 +96%
LCWP
1380
Legacy Capital Wealth Partners
Arkansas
$415K -$82.8K -196 -16%
AWM
1381
Ameliora Wealth Management
Switzerland
$415K +$4.64K +11 +1%
ACL
1382
Applied Capital LLC
Florida
$414K – – –
GFA
1383
Gallagher Fiduciary Advisors
Illinois
$413K -$7.6K -18 -2%
WB
1384
WesBanco Bank
West Virginia
$411K +$13.5K +32 +3%
ECM
1385
Elgethun Capital Management
South Dakota
$409K +$8.45K +20 +2%
SIA
1386
SkyView Investment Advisors
New Jersey
$408K -$1.48M -3,508 -77%
TVPW
1387
Third View Private Wealth
Connecticut
$408K +$70.5K +167 +20%
NL
1388
NWAM LLC
Washington
$407K +$66.7K +158 +19%
QFW
1389
QTR Family Wealth
Florida
$407K -$76.9K -182 -15%
CFFP
1390
Center for Financial Planning
Michigan
$406K +$2.11K +5 +0.5%
1W
1391
1776 Wealth
Georgia
$406K -$5.91K -14 -1%
FNT
1392
First Nebraska Trust
Nebraska
$406K +$4.22K +10 +1%
Skandinaviska Enskilda Banken (SEB)
1393
Skandinaviska Enskilda Banken (SEB)
Sweden
$403K -$1.34M -3,177 -75%
5NPW
1394
55 North Private Wealth
Florida
$402K +$93.8K +222 +29%
SP
1395
SmartHarvest Portfolios
Washington
$400K -$9.29K -22 -2%
BWA
1396
Basecamp Wealth Advisors
Washington
$397K -$77.7K -184 -16%
MAWA
1397
Moss Adams Wealth Advisors
Washington
$396K +$74.3K +176 +22%
VCM
1398
Virtue Capital Management
Tennessee
$396K +$109K +257 +36%
GC
1399
Gilbert & Cook
Iowa
$395K +$422 +1 +0.1%
SAM
1400
Strategy Asset Managers
California
$394K +$24.1K +57 +6%