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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
FOA
1651
Five Oceans Advisors
California
$276K +$1.5K +3 +0.6%
TCOT
1652
Trust Company of Toledo
Ohio
$275K – – –
FP
1653
Financial Perspectives
Minnesota
$274K +$6.49K +13 +3%
LSL
1654
Legacy Solutions LLC
Pennsylvania
$272K +$28.9K +58 +13%
EMCIP
1655
Ewing Morris & Co Investment Partners
Ontario, Canada
$272K -$1.3M -2,610 -84%
MTC
1656
McDaniel Terry & Co
Texas
$272K – – –
PWM
1657
Partners Wealth Management
California
$269K – – –
GF
1658
GGM Financials
Ohio
$268K +$499 +1 +0.2%
PPG
1659
Peak Planning Group
Colorado
$268K -$96.3K -193 -28%
WLIM
1660
White Lighthouse Investment Management
Massachusetts
$266K -$25K -50 -9%
SIM
1661
Stratos Investment Management
Ohio
$266K -$13.5K -27 -5%
1WM
1662
1858 Wealth Management
Ohio
$266K +$49.9K +100 +25%
TIA
1663
Traphagen Investment Advisors
New Jersey
$265K – – –
CP
1664
Canopy Partners
Ohio
$265K +$2.5K +5 +1%
MPM
1665
MBB Public Markets
Illinois
$264K -$57.9K -116 -19%
LSV Asset Management
1666
LSV Asset Management
Illinois
$264K – – –
CAM
1667
Claret Asset Management
Quebec, Canada
$264K +$250K +500 New
Koshinski Asset Management
1668
Koshinski Asset Management
Illinois
$264K +$250K +500 New
LWMM
1669
Legacy Wealth Management (Mississippi)
Mississippi
$264K – – –
MIM
1670
Marco Investment Management
Georgia
$264K – – –
EWS
1671
Eagle Wealth Strategies
New Jersey
$263K -$499 -1 -0.2%
FFA
1672
Florida Financial Advisors
Florida
$262K +$40.9K +82 +20%
AA
1673
Advisory Alpha
Michigan
$262K +$248K +497 New
RWP
1674
Revolve Wealth Partners
New Jersey
$261K -$499 -1 -0.2%
NB
1675
Nicolet Bankshares
Wisconsin
$261K – – –