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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1651
Permanent Capital Management
Illinois
$254K +$259K +511 New
SWM
1652
Scissortail Wealth Management
Oklahoma
$254K +$257K +507 +12,675%
GF
1653
GGM Financials
Ohio
$252K +$507 +1 +0.2%
EFSCE
1654
Enterprise Financial Services Corp (EFSC)
Missouri
$252K +$257K +506 New
SVWAG
1655
Sound View Wealth Advisors Group
Georgia
$252K -$16.7K -33 -6%
BFA
1656
Bragg Financial Advisors
North Carolina
$252K -$6.09K -12 -2%
VVP
1657
Venture Visionary Partners
Ohio
$251K -$1.01K -2 -0.4%
CAM
1658
Claret Asset Management
Quebec, Canada
$251K -$1.01K -2 -0.4%
EWS
1659
Eagle Wealth Strategies
New Jersey
$251K
TIA
1660
Traphagen Investment Advisors
New Jersey
$250K
MWM
1661
MGB Wealth Management
Texas
$250K +$19.3K +38 +8%
MIM
1662
Marco Investment Management
Georgia
$249K -$44.7K -88 -15%
LWMM
1663
Legacy Wealth Management (Mississippi)
Mississippi
$249K
APW
1664
Aurora Private Wealth
New Jersey
$249K
LSV Asset Management
1665
LSV Asset Management
Illinois
$249K
WIA
1666
Wetzel Investment Advisors
Indiana
$248K -$2.54K -5 -1%
AIA
1667
Angeles Investment Advisors
California
$248K +$18.3K +36 +8%
MBT
1668
Montecito Bank & Trust
California
$248K
OFS
1669
OneAscent Financial Services
Alabama
$247K +$252K +497 New
PB
1670
Pinnacle Bancorp
Nebraska
$247K
NB
1671
Nicolet Bankshares
Wisconsin
$247K +$21.3K +42 +9%
VCWM
1672
Vista Cima Wealth Management
Arizona
$246K +$250K +493 New
GKWIM
1673
Gerber Kawasaki Wealth & Investment Management
California
$245K +$17.3K +34 +7%
EL
1674
EWA LLC
Pennsylvania
$245K -$3.04K -6 -1%
GWA
1675
GGM Wealth Advisors
Maryland
$244K