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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
1626
Tyche Wealth Partners
Texas
$234K -$462K -1,093 -66%
4WM
1627
44 Wealth Management
Oregon
$234K -$422 -1 -0.2%
PP
1628
Patten & Patten
Tennessee
$233K – – –
HCMG
1629
Howard Capital Management Group
California
$232K -$133K -314 -36%
JMFC
1630
J.M. Forbes & Co
Massachusetts
$232K -$8.87K -21 -4%
DWM
1631
Dakota Wealth Management
Florida
$230K -$803K -1,902 -77%
OFO
1632
OneAscent Family Office
Alabama
$229K +$1.69K +4 +0.7%
1WA
1633
180 Wealth Advisors
Washington
$229K -$18.2K -43 -7%
AO
1634
Advisor OS
Illinois
$229K -$42.7K -101 -15%
PUI
1635
Purpose Unlimited Inc
$229K – – –
MHC
1636
May Hill Capital
Massachusetts
$228K -$57K -135 -19%
EFS
1637
Essex Financial Services
Connecticut
$228K -$145K -344 -38%
KWA
1638
Kingswood Wealth Advisors
California
$227K -$47.3K -112 -17%
CCMG
1639
Clark Capital Management Group
Pennsylvania
$227K -$93.8K -222 -28%
Optiver Holding
1640
Optiver Holding
Netherlands
$227K +$235K +557 New
HCP
1641
Holt Capital Partners
Texas
$226K +$234K +555 New
NB
1642
NBH Bank
Colorado
$226K +$234K +555 New
GM
1643
Granger Management
New York
$225K +$234K +553 New
LSL
1644
Legacy Solutions LLC
Pennsylvania
$225K +$16K +38 +7%
GAMA
1645
Graticule Asia Macro Advisors
New York
$225K +$233K +552 New
AT
1646
Adelphi Trust
Florida
$224K -$141K -333 -38%
MFP
1647
Meramec Financial Planners
Missouri
$224K – – –
FA
1648
Financial Alternatives
California
$223K – – –
PWM
1649
Partners Wealth Management
California
$222K – – –
CA
1650
Crewe Advisors
Utah
$222K +$34.2K +81 +17%