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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
OPOWM
1401
One Plus One Wealth Management
Florida
$249K +$247K +606 New
LAM
1402
L2 Asset Management
Massachusetts
$249K +$247K +607 New
GAM
1403
Gould Asset Management
California
$247K +$2.04K +5 +0.8%
A
1404
Astrantus
Cyprus
$246K +$244K +600 New
HCMG
1405
Howard Capital Management Group
California
$245K – – –
EWM
1406
Endurance Wealth Management
Rhode Island
$245K +$215K +529 +778%
MCC
1407
Money Concepts Capital
Florida
$245K +$243K +597 New
CMP
1408
Courage Miller Partners
Virginia
$244K – – –
AI
1409
Alphabet Inc
California
$243K – – –
TCOT
1410
Trust Company of Toledo
Ohio
$242K -$4.48K -11 -2%
GWM
1411
Gitterman Wealth Management
New Jersey
$242K +$240K +589 New
OMC
1412
Old Mission Capital
Illinois
$242K +$241K +591 New
BCM
1413
Buckhead Capital Management
Georgia
$240K -$42.8K -105 -15%
PWS
1414
Peterson Wealth Services
Utah
$240K +$239K +586 New
AWP
1415
Ascent Wealth Partners
New York
$239K -$10.6K -26 -4%
OL
1416
Optas LLC
Texas
$237K +$236K +579 New
AFWM
1417
AMJ Financial Wealth Management
Virginia
$236K – – –
ACA
1418
Affinity Capital Advisors
California
$235K -$27.7K -68 -11%
IWN
1419
Independent Wealth Network
Iowa
$235K +$6.52K +16 +3%
KCPG
1420
Kavar Capital Partners Group
Kansas
$234K – – –
W
1421
Wealthquest
Ohio
$234K – – –
Acadian Asset Management
1422
Acadian Asset Management
Massachusetts
$232K -$71.3K -175 -24%
BFO
1423
Biltmore Family Office
North Carolina
$231K +$229K +563 New
TCWM
1424
Total Clarity Wealth Management
Illinois
$231K +$229K +563 New
HHGA
1425
Halbert Hargrove Global Advisors
California
$230K +$40.3K +99 +21%