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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
APW
1601
Aurora Private Wealth
New Jersey
$258K – – –
LSV Asset Management
1602
LSV Asset Management
Illinois
$258K +$247K +500 New
MBT
1603
Montecito Bank & Trust
California
$257K +$246K +497 New
PB
1604
Pinnacle Bancorp
Nebraska
$256K -$9.4K -19 -4%
RA
1605
RFG Advisory
Alabama
$255K -$176K -356 -42%
EL
1606
EWA LLC
Pennsylvania
$254K +$9.9K +20 +4%
WB
1607
West Bancorporation
Iowa
$254K +$7.42K +15 +3%
RRCM
1608
Rappaport Reiches Capital Management
Illinois
$254K +$243K +492 New
DIM
1609
Delta Investment Management
California
$254K -$2.54M -5,124 -91%
GWA
1610
GGM Wealth Advisors
Maryland
$253K – – –
PGA
1611
Portland Global Advisors
Maine
$253K – – –
PWA
1612
Physician Wealth Advisors
Utah
$252K -$37.6K -76 -14%
FWM
1613
Foguth Wealth Management
Michigan
$251K -$113K -228 -32%
SIMG
1614
Stephens Investment Management Group
Texas
$249K -$18.3K -37 -7%
AWM
1615
Angeles Wealth Management
California
$249K +$239K +482 New
CF
1616
Copperwynd Financial
Arizona
$249K -$3.46K -7 -1%
SC
1617
Sapient Capital
Indiana
$248K -$190K -383 -44%
HP
1618
Hyperion Partners
Pennsylvania
$248K -$1.98K -4 -0.8%
ACP
1619
Aveo Capital Partners
Colorado
$246K +$1.49K +3 +0.6%
MA
1620
MONECO Advisors
Connecticut
$246K -$2.47K -5 -1%
TCM
1621
Tandem Capital Management
New Jersey
$245K – – –
SW
1622
Simplicity Wealth
New Jersey
$245K -$3.04M -6,145 -93%
APWM
1623
Argonautica Private Wealth Management
Massachusetts
$245K – – –
GAG
1624
Goodman Advisory Group
Massachusetts
$244K -$51K -103 -18%
S
1625
Sunpointe
Missouri
$244K -$12.9K -26 -5%