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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
WB
1376
WesBanco Bank
West Virginia
$411K +$13.5K +32 +3%
ECM
1377
Elgethun Capital Management
South Dakota
$409K +$8.45K +20 +2%
TVPW
1378
Third View Private Wealth
Connecticut
$408K +$70.5K +167 +20%
NL
1379
NWAM LLC
Washington
$407K +$66.7K +158 +19%
QFW
1380
QTR Family Wealth
Florida
$407K -$76.9K -182 -15%
CFFP
1381
Center for Financial Planning
Michigan
$406K +$2.11K +5 +0.5%
1W
1382
1776 Wealth
Georgia
$406K -$5.91K -14 -1%
FNT
1383
First Nebraska Trust
Nebraska
$406K +$4.22K +10 +1%
Skandinaviska Enskilda Banken (SEB)
1384
Skandinaviska Enskilda Banken (SEB)
Sweden
$403K -$1.34M -3,177 -75%
5NPW
1385
55 North Private Wealth
Florida
$402K +$93.8K +222 +29%
SP
1386
SmartHarvest Portfolios
Washington
$400K -$9.29K -22 -2%
BWA
1387
Basecamp Wealth Advisors
Washington
$397K -$77.7K -184 -16%
MAWA
1388
Moss Adams Wealth Advisors
Washington
$396K +$74.3K +176 +22%
VCM
1389
Virtue Capital Management
Tennessee
$396K +$109K +257 +36%
GC
1390
Gilbert & Cook
Iowa
$395K +$422 +1 +0.1%
SAM
1391
Strategy Asset Managers
California
$394K +$24.1K +57 +6%
MGIA
1392
Moneta Group Investment Advisors
Missouri
$393K -$16K -38 -4%
MGWM
1393
Marks Group Wealth Management
Minnesota
$391K +$19.4K +46 +5%
CWP
1394
Curated Wealth Partners
California
$391K +$91.6K +217 +29%
HWMT
1395
Heritage Wealth Management (Texas)
Texas
$391K
BAM
1396
Blueshift Asset Management
New Jersey
$391K +$405K +960 New
BWP
1397
Balboa Wealth Partners
Arizona
$390K +$18.2K +43 +5%
CWA
1398
Cornerstone Wealth Advisors
Minnesota
$389K
SI
1399
Scharf Investments
California
$389K -$909K -2,152 -69%
FG
1400
Fiduciary Group
Georgia
$387K -$36.7K -87 -8%