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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
OTPPB
1376
Ontario Teachers' Pension Plan Board
Ontario, Canada
$273K -$395K -969 -59%
SWM
1377
Sculati Wealth Management
Michigan
$270K +$268K +658 New
CWP
1378
CFM Wealth Partners
Texas
$270K +$268K +659 New
CIP
1379
Convergence Investment Partners
Florida
$269K -$136K -333 -34%
PBO
1380
Peoples Bank (Ohio)
Ohio
$269K -$8.15K -20 -3%
PPW
1381
Pasadena Private Wealth
California
$269K +$1.22K +3 +0.5%
FLPIM
1382
F.L. Putnam Investment Management
Massachusetts
$268K +$29.3K +72 +12%
IIA
1383
ICW Investment Advisors
Arizona
$266K +$8.96K +22 +4%
Kovitz Investment Group Partners
1384
Kovitz Investment Group Partners
Illinois
$265K +$264K +647 New
PFM
1385
Parsec Financial Management
North Carolina
$263K
KMWM
1386
Keudell/Morrison Wealth Management
Oregon
$262K +$260K +638 New
NAMP
1387
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$260K
LFA
1388
Legacy Financial Advisors
Kentucky
$258K +$21.2K +52 +9%
ACM
1389
Allred Capital Management
Texas
$258K +$257K +631 New
WEG
1390
World Equity Group
Illinois
$257K +$255K +627 New
CFO
1391
Collective Family Office
Pennsylvania
$257K -$4.89K -12 -2%
NW
1392
NewEdge Wealth
Pennsylvania
$256K -$147K -362 -37%
EWM
1393
Endowment Wealth Management
Wisconsin
$256K +$30.1K +74 +13%
V
1394
VeraBank
Texas
$255K
4WM
1395
44 Wealth Management
Oregon
$254K -$815 -2 -0.3%
SVWAG
1396
Sound View Wealth Advisors Group
Georgia
$253K +$6.52K +16 +3%
BPFA
1397
Barnes Pettey Financial Advisors
Mississippi
$252K +$250K +614 New
BFA
1398
Bragg Financial Advisors
North Carolina
$251K +$2.04K +5 +0.8%
GKWIM
1399
Gerber Kawasaki Wealth & Investment Management
California
$250K
LOAMU
1400
Lombard Odier Asset Management (USA)
New York
$249K +$247K +606 New