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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1526
Anchor Capital Advisors
Massachusetts
$343K – – –
ACM
1527
Avalon Capital Management
California
$343K +$27.8K +52 +8%
NB
1528
Northwest Bancshares
Pennsylvania
$342K -$10.7K -20 -3%
WFA
1529
Wellspring Financial Advisors
Ohio
$342K -$126K -235 -25%
BCFD
1530
Boit C.F. David
$341K – – –
CBB
1531
Citizens Business Bank
California
$341K +$375K +700 New
GDP
1532
Great Diamond Partners
Maine
$339K +$3.21K +6 +0.9%
PWP
1533
Phillips Wealth Planners
Mississippi
$338K +$22.5K +42 +6%
AWM
1534
Angeles Wealth Management
California
$337K -$3.75K -7 -1%
Wolverine Trading
1535
Wolverine Trading
Illinois
$336K +$366K +684 New
WA
1536
Wealth Architects
California
$333K +$2.14K +4 +0.6%
FCM
1537
Fourpath Capital Management
Oklahoma
$331K -$12.9K -24 -3%
IAN
1538
Integrated Advisors Network
Texas
$331K -$22.5K -42 -6%
AWM
1539
Ariadne Wealth Management
California
$331K +$31.6K +59 +10%
BOS
1540
Bank of Stockton
California
$330K – – –
SB
1541
Simmons Bank
Arkansas
$329K +$3.21K +6 +0.9%
TW
1542
Traveka Wealth
California
$328K +$10.2K +19 +3%
CFSG
1543
Community Financial Services Group
Vermont
$323K – – –
WANY
1544
Wealthspire Advisors (New York)
New York
$321K -$203K -380 -37%
MCWA
1545
Meadow Creek Wealth Advisors
Georgia
$321K -$1.61K -3 -0.4%
SWM
1546
Sculati Wealth Management
Michigan
$320K -$27.3K -51 -7%
SP
1547
Stablepoint Partners
Massachusetts
$318K – – –
SIA
1548
SGL Investment Advisors
Montana
$318K -$5.36K -10 -2%
SIC
1549
Samalin Investment Counsel
New York
$318K -$13.4K -25 -4%
PPW
1550
Pasadena Private Wealth
California
$318K – – –