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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
MHC
1601
May Hill Capital
Massachusetts
$296K +$9.75K +21 +3%
BFA
1602
Brendel Financial Advisors
New Hampshire
$296K -$3.41M -7,346 -91%
IWP
1603
Innova Wealth Partners
Pennsylvania
$294K +$39K +84 +14%
FWA
1604
FSM Wealth Advisors
Ohio
$293K -$62.2K -134 -16%
HBT
1605
Heartland Bank & Trust
Illinois
$293K -$30.6K -66 -9%
PFA
1606
Pure Financial Advisors
California
$292K +$20.4K +44 +7%
CT
1607
Chicago Trust
Illinois
$291K -$59.4K -128 -16%
BWP
1608
Burling Wealth Partners
Illinois
$290K -$419K -902 -57%
ATS
1609
Ashton Thomas Securities
New York
$287K +$70.6K +152 +29%
EP
1610
Essential Partners
California
$286K -$112K -242 -26%
OQS
1611
Occudo Quantitative Strategies
Florida
$286K +$308K +663 New
IAS
1612
Insigneo Advisory Services
Florida
$286K -$111K -239 -26%
EGWAG
1613
Elwood & Goetz Wealth Advisory Group
Georgia
$286K +$18.6K +40 +6%
PWP
1614
Phillips Wealth Planners
Mississippi
$285K -$26.5K -57 -8%
RBC
1615
Romano Brothers & Co
Illinois
$285K -$9.29K -20 -3%
KWA
1616
Kingswood Wealth Advisors
California
$285K +$61.3K +132 +25%
Koshinski Asset Management
1617
Koshinski Asset Management
Illinois
$284K +$49.7K +107 +19%
CWM
1618
Cornerstone Wealth Management
Missouri
$283K +$16.2K +35 +6%
BOH
1619
Bank of Hawaii
Hawaii
$283K -$1.52M -3,276 -83%
TFS
1620
Targeted Financial Services
Florida
$283K – – –
AO
1621
Advisor OS
Illinois
$282K +$14.9K +32 +5%
WANY
1622
Wealthspire Advisors (New York)
New York
$282K -$571K -1,229 -65%
SIA
1623
SGL Investment Advisors
Montana
$282K +$6.96K +15 +2%
SWM
1624
Sculati Wealth Management
Michigan
$280K – – –
MW
1625
MBL Wealth
North Carolina
$279K +$305K +657 New