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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1551
CWS Financial Advisors
Michigan
$270K +$72.6K +172 +35%
CAM
1552
Cozad Asset Management
Illinois
$269K -$391K -927 -58%
AWM
1553
Ariadne Wealth Management
California
$269K -$95.9K -227 -26%
GWP
1554
Gen-Wealth Partners
Michigan
$269K -$15.2K -36 -5%
EFG
1555
Elm3 Financial Group
Georgia
$268K -$25.8K -61 -8%
EWS
1556
Evergreen Wealth Solutions
Pennsylvania
$268K +$25.3K +60 +10%
Koshinski Asset Management
1557
Koshinski Asset Management
Illinois
$268K -$3.8K -9 -1%
RZH
1558
Relyea Zuckerberg Hanson
Connecticut
$268K +$7.18K +17 +3%
CAM
1559
Claret Asset Management
Quebec, Canada
$268K +$46.5K +110 +20%
PA
1560
Planning Alternatives
Michigan
$266K +$18.6K +44 +7%
CP
1561
Clarendon Private
Massachusetts
$266K -$84.9K -201 -24%
AOWM
1562
Asset One Wealth Management
Washington
$264K -$2.3M -5,457 -90%
OAM
1563
Oxford Asset Management
United Kingdom
$264K +$274K +649 New
CFG
1564
Cooper Financial Group
California
$264K -$41K -97 -13%
VCM
1565
Voleon Capital Management
California
$263K +$422 +1 +0.2%
FC
1566
FORA Capital
Florida
$262K +$272K +645 New
GKFF
1567
George Kaiser Family Foundation
Oklahoma
$262K -$76.9K -182 -22%
PGCM
1568
Prescott Group Capital Management
Oklahoma
$262K -$76.9K -182 -22%
SP
1569
Stablepoint Partners
Massachusetts
$262K -$5.07K -12 -2%
LRIA
1570
Leonard Rickey Investment Advisors
Washington
$262K +$271K +642 New
HWP
1571
Highline Wealth Partners
California
$262K +$203K +481 +299%
BFG
1572
Bouchey Financial Group
New York
$261K +$4.22K +10 +2%
SGI
1573
Summit Global Investments
Utah
$259K +$845 +2 +0.3%
SWA
1574
Sax Wealth Advisors
New Jersey
$259K -$76.4K -181 -23%
TW
1575
Traveka Wealth
California
$258K -$30.4K -72 -10%