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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CP
1451
Canopy Partners
Ohio
$368K +$3.96K +8 +1%
NB
1452
Northwest Bancshares
Pennsylvania
$366K
SWM
1453
Sculati Wealth Management
Michigan
$366K
DOA
1454
D'Orazio & Associates
Virginia
$366K +$16.3K +33 +5%
HR
1455
Hardy Reed
Mississippi
$364K +$3.96K +8 +1%
SB
1456
Simmons Bank
Arkansas
$363K +$3.46K +7 +1%
EA
1457
Eclectic Associates
California
$363K
EWM
1458
Endowment Wealth Management
Wisconsin
$362K -$10.9K -22 -3%
SCM
1459
Sandler Capital Management
New York
$362K
SF
1460
Symphony Financial
Texas
$361K +$10.9K +22 +3%
GAA
1461
Global Assets Advisory
Florida
$361K +$348K +704 New
OTL
1462
Oak Thistle LLC
New York
$361K +$345K +698 New
BCFD
1463
Boit C.F. David
$360K
PPG
1464
Peak Planning Group
Colorado
$360K +$495 +1 +0.1%
1WA
1465
180 Wealth Advisors
Washington
$360K -$28.2K -57 -8%
WA
1466
Wealth Architects
California
$358K -$495 -1 -0.1%
ALAM
1467
Asahi Life Asset Management
Japan
$358K +$343K +693 New
SHGA
1468
Sand Hill Global Advisors
California
$358K +$14.8K +30 +5%
CAM
1469
Cidel Asset Management
Ontario, Canada
$358K +$20.3K +41 +6%
VC
1470
Veracity Capital
Georgia
$357K +$16.3K +33 +5%
MA
1471
MJP Associates
Connecticut
$356K -$28.7K -58 -8%
MCWA
1472
Meadow Creek Wealth Advisors
Georgia
$356K
PP
1473
Patten & Patten
Tennessee
$353K
BIA
1474
Bell Investment Advisors
California
$352K +$990 +2 +0.3%
JLBC
1475
J.L. Bainbridge & Co
Florida
$352K