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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
LA
1426
Legacy Advisors
Pennsylvania
$314K +$37.8K +88 +14%
FFM
1427
Fullerton Fund Management
Singapore
$314K -$12M -28,086 -98%
IIC
1428
Integrated Investment Consultants
Michigan
$313K – – –
EA
1429
Eclectic Associates
California
$313K – – –
BCFD
1430
Boit C.F. David
$312K – – –
SCM
1431
Sandler Capital Management
New York
$312K – – –
CFO
1432
CVA Family Office
Colorado
$312K +$1.72K +4 +0.6%
BPFA
1433
Barnes Pettey Financial Advisors
Mississippi
$311K – – –
HR
1434
Hardy Reed
Mississippi
$311K +$299K +697 New
SB
1435
Simmons Bank
Arkansas
$310K -$7.29K -17 -2%
PPG
1436
Peak Planning Group
Colorado
$310K +$429 +1 +0.1%
WA
1437
Wealth Architects
California
$310K +$7.29K +17 +3%
BFO
1438
Biltmore Family Office
North Carolina
$309K – – –
MCWA
1439
Meadow Creek Wealth Advisors
Georgia
$307K -$42K -98 -12%
SF
1440
Symphony Financial
Texas
$306K -$42.9K -100 -13%
PP
1441
Patten & Patten
Tennessee
$305K -$21.5K -50 -7%
JLBC
1442
J.L. Bainbridge & Co
Florida
$304K -$15K -35 -5%
CG
1443
Corundum Group
Colorado
$303K – – –
BIA
1444
Bell Investment Advisors
California
$303K +$1.29K +3 +0.4%
SAM
1445
Strategy Asset Managers
California
$303K -$14.2K -33 -4%
MIC
1446
Meridian Investment Counsel
California
$301K – – –
GBT
1447
Grove Bank & Trust
Florida
$301K – – –
AP
1448
Appleton Partners
Massachusetts
$301K -$8.15K -19 -3%
DOA
1449
D'Orazio & Associates
Virginia
$301K +$34.3K +80 +13%
WANY
1450
Wealthspire Advisors (New York)
New York
$300K +$50.2K +117 +21%