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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
1426
Wilkerson Advisory Group
Missouri
$362K +$5.91K +14 +2%
SHGA
1427
Sand Hill Global Advisors
California
$360K +$55.7K +132 +18%
CM
1428
Cercano Management
Washington
$358K -$21.6M -51,155 -98%
HFRG
1429
Houlihan Financial Resource Group
Virginia
$358K
HIA
1430
HTG Investment Advisors
Connecticut
$358K +$371K +878 New
GJWM
1431
Gilliland Jeter Wealth Management
Arkansas
$357K -$46.5K -110 -11%
Axa
1432
Axa
France
$355K +$420K +994 New
AFT
1433
Alpha Family Trust
California
$354K
SDIC
1434
South Dakota Investment Council
South Dakota
$354K -$191K -452 -34%
MGIA
1435
Matthew Goff Investment Advisor
Texas
$354K
LP
1436
LMR Partners
United Kingdom
$353K +$366K +867 New
SP
1437
Stonebrook Private
Michigan
$353K +$10.6K +25 +3%
EW
1438
Elyxium Wealth
California
$349K +$114K +269 +46%
SLG
1439
Stanley-Laman Group
Pennsylvania
$347K +$5.07K +12 +1%
FIM
1440
FWL Investment Management
Texas
$346K
MSS
1441
Mitchell Sinkler & Starr
Pennsylvania
$344K -$14.8K -35 -4%
DCM
1442
Dudley Capital Management
Virginia
$344K
TFP
1443
Tilia Fiduciary Partners
North Carolina
$343K +$845 +2 +0.2%
IWP
1444
Innova Wealth Partners
Pennsylvania
$343K +$63.3K +150 +22%
BFO
1445
Biltmore Family Office
North Carolina
$343K +$2.96K +7 +0.8%
CFSG
1446
Community Financial Services Group
Vermont
$342K +$7.18K +17 +2%
PFA
1447
Pure Financial Advisors
California
$341K +$64.2K +152 +22%
SFS
1448
Sowell Financial Services
Arkansas
$340K +$8.02K +19 +2%
DWM
1449
Destination Wealth Management
California
$340K +$24.9K +59 +8%
OL
1450
OneFund LLC
Florida
$337K -$10.6K -25 -3%