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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
IIC
1426
Integrated Investment Consultants
Michigan
$313K
EA
1427
Eclectic Associates
California
$313K
BCFD
1428
Boit C.F. David
$312K
SCM
1429
Sandler Capital Management
New York
$312K
CFO
1430
CVA Family Office
Colorado
$312K +$1.72K +4 +0.6%
BPFA
1431
Barnes Pettey Financial Advisors
Mississippi
$311K
HR
1432
Hardy Reed
Mississippi
$311K +$299K +697 New
SB
1433
Simmons Bank
Arkansas
$310K -$7.29K -17 -2%
PPG
1434
Peak Planning Group
Colorado
$310K +$429 +1 +0.1%
WA
1435
Wealth Architects
California
$310K +$7.29K +17 +3%
BFO
1436
Biltmore Family Office
North Carolina
$309K
MCWA
1437
Meadow Creek Wealth Advisors
Georgia
$307K -$42K -98 -12%
SF
1438
Symphony Financial
Texas
$306K -$42.9K -100 -13%
PP
1439
Patten & Patten
Tennessee
$305K -$21.5K -50 -7%
JLBC
1440
J.L. Bainbridge & Co
Florida
$304K -$15K -35 -5%
CG
1441
Corundum Group
Colorado
$303K
BIA
1442
Bell Investment Advisors
California
$303K +$1.29K +3 +0.4%
SAM
1443
Strategy Asset Managers
California
$303K -$14.2K -33 -4%
MIC
1444
Meridian Investment Counsel
California
$301K
GBT
1445
Grove Bank & Trust
Florida
$301K
AP
1446
Appleton Partners
Massachusetts
$301K -$8.15K -19 -3%
DOA
1447
D'Orazio & Associates
Virginia
$301K +$34.3K +80 +13%
WANY
1448
Wealthspire Advisors (New York)
New York
$300K +$50.2K +117 +21%
IFS
1449
Ifrah Financial Services
Arkansas
$299K -$5.15K -12 -2%
AWP
1450
Ascent Wealth Partners
New York
$299K -$46.8K -109 -14%