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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1376
Personal CFO Solutions
New Jersey
$578K +$173K +350 +46%
BBWP
1377
Beacon Bridge Wealth Partners
Pennsylvania
$576K -$118K -238 -18%
ESBC
1378
E.S. Barr & Co
Kentucky
$575K
VVP
1379
Venture Visionary Partners
Ohio
$574K +$4.95K +10 +0.9%
WFI
1380
West Family Investments
California
$572K -$218K -440 -29%
FMLI
1381
Fukoku Mutual Life Insurance
Japan
$572K -$73.2K -148 -12%
MFIM
1382
Mesirow Financial Investment Management
Illinois
$571K -$142K -287 -21%
EFG
1383
Embree Financial Group
Illinois
$570K +$10.4K +21 +2%
AWM
1384
Ameliora Wealth Management
Switzerland
$569K +$31.7K +64 +6%
Parallax Volatility Advisers
1385
Parallax Volatility Advisers
California
$568K +$15.3K +31 +3%
CF
1386
Convergence Financial
Missouri
$568K +$126K +254 +31%
CAG
1387
Csenge Advisory Group
Florida
$565K -$207K -418 -28%
WA
1388
Waddell & Associates
Tennessee
$564K +$4.45K +9 +0.8%
FB
1389
Fulton Bank
Pennsylvania
$564K +$51.5K +104 +11%
SDAM
1390
Shulman DeMeo Asset Management
New York
$563K +$495 +1 +0.1%
BFM
1391
Boothbay Fund Management
New York
$563K -$522K -1,056 -49%
LCWM
1392
Legacy Capital Wealth Management
Texas
$562K +$532K +1,076 New
SWA
1393
Stratos Wealth Advisors
Ohio
$562K -$64.3K -130 -11%
ICP
1394
Interchange Capital Partners
Pennsylvania
$560K -$230K -464 -30%
MPM
1395
Meritage Portfolio Management
Kansas
$558K +$105K +212 +25%
SPC
1396
Sigma Planning Corp
Michigan
$557K +$18.3K +37 +4%
VCA
1397
Verdence Capital Advisors
Maryland
$555K -$495 -1 -0.1%
HFO
1398
Heritage Family Offices
Arizona
$553K -$38.1K -77 -7%
OFS
1399
OneAscent Financial Services
Alabama
$553K +$97.5K +197 +23%
GBT
1400
Grove Bank & Trust
Florida
$552K +$74.7K +151 +17%