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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
HIGP
1676
Hill Investment Group Partners
Missouri
$224K -$2.47K -5 -1%
BONH
1677
Bank of New Hampshire
New Hampshire
$224K – – –
GA
1678
Greenspring Advisors
Maryland
$222K +$213K +430 New
CWAG
1679
Compton Wealth Advisory Group
Virginia
$220K +$211K +426 New
MAP
1680
Moody Aldrich Partners
Massachusetts
$219K -$42.6K -86 -17%
AT
1681
Avalon Trust
New Mexico
$218K – – –
BFIM
1682
Beese Fulmer Investment Management
Ohio
$218K +$209K +422 New
C
1683
CEDRUS
Colorado
$218K +$209K +422 New
MA
1684
Mezzasalma Advisors
New Jersey
$218K +$209K +422 New
DMBA
1685
Deseret Mutual Benefit Administrators
Utah
$216K -$54.9K -111 -21%
Koshinski Asset Management
1686
Koshinski Asset Management
Illinois
$216K +$207K +418 New
WCFA
1687
Walkner Condon Financial Advisors
Wisconsin
$215K +$206K +417 New
SIA
1688
Soltis Investment Advisors
Utah
$215K +$206K +416 New
CWM
1689
Concentrum Wealth Management
California
$215K +$206K +416 New
HWP
1690
Hibernia Wealth Partners
Louisiana
$214K +$205K +415 New
WIM
1691
Warwick Investment Management
Texas
$214K +$205K +414 New
TFF
1692
The Family Firm
Maryland
$214K +$12.4K +25 +6%
CIG
1693
Cairn Investment Group
Washington
$214K +$205K +414 New
ZF
1694
Zega Financial
Florida
$213K +$204K +413 New
MLL
1695
Moody Lynn & Lieberson
Massachusetts
$213K +$204K +412 New
SHF
1696
Stage Harbor Financial
Massachusetts
$212K +$201K +407 New
BSTWA
1697
Blake Schutter Theil Wealth Advisors
Ohio
$212K +$203K +411 New
AWE
1698
Avidian Wealth Enterprises
Texas
$212K +$203K +411 New
SMA
1699
Seven Mile Advisory
New Jersey
$212K +$203K +410 New
BCP
1700
Blue Chip Partners
Michigan
$211K -$4.45K -9 -2%