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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
WC
1401
Waterloo Capital
Texas
$349K -$152K -351 -30%
ETIA
1402
Epic Trust Investment Advisors
Washington
$348K +$3.47K +8 +1%
LS
1403
Livforsakringsbolaget Skandia
Sweden
$344K – – –
BBP
1404
Banco BTG Pactual
Brazil
$342K +$9.97K +23 +3%
CT
1405
Caldwell Trust
Florida
$341K +$220K +507 +172%
AFG
1406
Atomi Financial Group
New York
$341K +$105K +243 +43%
PHS
1407
Pekin Hardy Strauss
Illinois
$339K – – –
WA
1408
Waddell & Associates
Tennessee
$339K – – –
FCM
1409
Fourpath Capital Management
Oklahoma
$337K -$27.7K -64 -7%
OL
1410
Optas LLC
Texas
$336K +$8.23K +19 +2%
SAM
1411
Strategy Asset Managers
California
$336K +$22.1K +51 +7%
MCWA
1412
Meadow Creek Wealth Advisors
Georgia
$335K -$21.2K -49 -6%
Kovitz Investment Group Partners
1413
Kovitz Investment Group Partners
Illinois
$334K +$90.6K +209 +36%
SF
1414
Symphony Financial
Texas
$333K -$62.4K -144 -16%
CCA
1415
Childress Capital Advisors
Texas
$332K -$10.8K -25 -3%
AWP
1416
Ascent Wealth Partners
New York
$331K +$13K +30 +4%
ACIM
1417
Azimuth Capital Investment Management
Michigan
$330K – – –
SAW
1418
Signal Advisors Wealth
Michigan
$329K +$335K +773 New
BB
1419
Burford Brothers
Texas
$328K +$9.97K +23 +3%
BFA
1420
Brendel Financial Advisors
New Hampshire
$328K -$3.4M -7,846 -91%
AO
1421
Advisor OS
Illinois
$328K +$334K +771 New
KFS
1422
Keynote Financial Services
Connecticut
$328K +$334K +770 New
1WA
1423
180 Wealth Advisors
Washington
$327K +$115K +265 +53%
LSA
1424
Leonteq Securities AG
Switzerland
$326K +$176K +406 +112%
CAL
1425
Capital Advisors Ltd
Ohio
$326K +$11.3K +26 +4%