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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1576
Scissortail Wealth Management
Oklahoma
$217K +$209K +486 New
HCM
1577
Hengehold Capital Management
Ohio
$217K +$1.72K +4 +0.8%
HP
1578
Hyperion Partners
Pennsylvania
$216K +$208K +484 New
TCM
1579
Tandem Capital Management
New Jersey
$215K +$204K +475 New
PPWM
1580
Paragon Private Wealth Management
Kentucky
$215K +$206K +481 New
MA
1581
MONECO Advisors
Connecticut
$214K +$206K +481 New
EWA
1582
EverSource Wealth Advisors
Alabama
$213K +$3K +7 +2%
SAF
1583
Smith Anglin Financial
Texas
$213K
WB
1584
West Bancorporation
Iowa
$213K -$2.15K -5 -1%
MSAM
1585
Moloney Securities Asset Management
Missouri
$213K +$205K +477 New
WTB
1586
Washington Trust Bank
Washington
$212K -$18.4K -43 -8%
CWM
1587
Congress Wealth Management
Massachusetts
$212K +$204K +475 New
APWM
1588
Argonautica Private Wealth Management
Massachusetts
$211K
ACP
1589
Aveo Capital Partners
Colorado
$211K -$15K -35 -7%
SPP
1590
Single Point Partners
Massachusetts
$210K -$2.15K -5 -1%
HI
1591
Hendershot Investments
Virginia
$210K
CCM
1592
Canal Capital Management
Virginia
$209K +$201K +469 New
APP
1593
Avantax Planning Partners
Iowa
$208K +$200K +466 New
NPFS
1594
Novak & Powell Financial Services
Florida
$208K +$200K +466 New
LSA
1595
Leonteq Securities AG
Switzerland
$207K -$130K -302 -39%
TNA
1596
True North Advisors
Texas
$207K -$9.44K -22 -5%
WC
1597
Wynn Capital
Georgia
$207K +$199K +464 New
LTI
1598
Laffer Tengler Investments
Tennessee
$206K
AIA
1599
Angeles Investment Advisors
California
$206K +$198K +462 New
CC
1600
Corton Capital
Ontario, Canada
$206K +$198K +462 New