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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
SAI
1651
Savvy Advisors Inc
New York
$255K -$19.8K -39 -7%
PCM
1652
Permanent Capital Management
Illinois
$254K +$259K +511 New
SWM
1653
Scissortail Wealth Management
Oklahoma
$254K +$257K +507 +12,675%
GF
1654
GGM Financials
Ohio
$252K +$507 +1 +0.2%
EFSCE
1655
Enterprise Financial Services Corp (EFSC)
Missouri
$252K +$257K +506 New
SVWAG
1656
Sound View Wealth Advisors Group
Georgia
$252K -$16.7K -33 -6%
BFA
1657
Bragg Financial Advisors
North Carolina
$252K -$6.09K -12 -2%
VVP
1658
Venture Visionary Partners
Ohio
$251K -$1.01K -2 -0.4%
CAM
1659
Claret Asset Management
Quebec, Canada
$251K -$1.01K -2 -0.4%
EWS
1660
Eagle Wealth Strategies
New Jersey
$251K – – –
TIA
1661
Traphagen Investment Advisors
New Jersey
$250K – – –
MWM
1662
MGB Wealth Management
Texas
$250K +$19.3K +38 +8%
MIM
1663
Marco Investment Management
Georgia
$249K -$44.7K -88 -15%
LWMM
1664
Legacy Wealth Management (Mississippi)
Mississippi
$249K – – –
APW
1665
Aurora Private Wealth
New Jersey
$249K – – –
LSV Asset Management
1666
LSV Asset Management
Illinois
$249K – – –
WIA
1667
Wetzel Investment Advisors
Indiana
$248K -$2.54K -5 -1%
AIA
1668
Angeles Investment Advisors
California
$248K +$18.3K +36 +8%
MBT
1669
Montecito Bank & Trust
California
$248K – – –
OFS
1670
OneAscent Financial Services
Alabama
$247K +$252K +497 New
PB
1671
Pinnacle Bancorp
Nebraska
$247K – – –
NB
1672
Nicolet Bankshares
Wisconsin
$247K +$21.3K +42 +9%
VCWM
1673
Vista Cima Wealth Management
Arizona
$246K +$250K +493 New
GKWIM
1674
Gerber Kawasaki Wealth & Investment Management
California
$245K +$17.3K +34 +7%
EL
1675
EWA LLC
Pennsylvania
$245K -$3.04K -6 -1%