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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1576
Topsail Wealth Management
North Carolina
$302K +$307K +606 New
TBC
1577
Ted Buchan & Co
California
$301K – – –
RA
1578
RFG Advisory
Alabama
$301K +$55.8K +110 +22%
MMCM
1579
Murphy & Mullick Capital Management
New York
$300K +$306K +603 New
WF
1580
Wayfinding Financial
Washington
$300K +$306K +603 New
Parallax Volatility Advisers
1581
Parallax Volatility Advisers
California
$299K -$974K -1,919 -76%
DIA
1582
Dana Investment Advisors
Wisconsin
$298K -$80.2K -158 -21%
4WM
1583
44 Wealth Management
Oregon
$297K +$2.03K +4 +0.7%
CMP
1584
Courage Miller Partners
Virginia
$296K – – –
BIA
1585
Benchmark Investment Advisors
Illinois
$294K -$2.54K -5 -0.8%
BFG
1586
Bouchey Financial Group
New York
$294K +$7.61K +15 +3%
IFG
1587
Independent Financial Group
California
$293K -$94.4K -186 -24%
SCM
1588
Sunbeam Capital Management
Georgia
$293K +$299K +589 New
PWP
1589
Phillips Wealth Planners
Mississippi
$293K +$8.63K +17 +3%
CFP
1590
Cascade Financial Partners
California
$290K +$507 +1 +0.2%
IP
1591
Isthmus Partners
Wisconsin
$290K +$295K +582 New
SWM
1592
Shepherd Wealth Management
Ohio
$289K +$295K +581 New
AWM
1593
Ariadne Wealth Management
California
$289K -$2.54K -5 -0.9%
ACA
1594
Affinity Capital Advisors
California
$288K – – –
NFC
1595
Northeast Financial Consultants
Connecticut
$288K – – –
AP
1596
Adero Partners
California
$287K +$15.7K +31 +6%
MHC
1597
May Hill Capital
Massachusetts
$287K +$292K +576 New
AC
1598
AXQ Capital
New Jersey
$286K -$1.53M -3,024 -84%
SW
1599
StrongBox Wealth
Missouri
$286K – – –
IWP
1600
Invenio Wealth Partners
Florida
$286K +$11.2K +22 +4%