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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
1676
Gerber Kawasaki Wealth & Investment Management
California
$302K +$1.48K +3 +0.5%
ESB
1677
Essex Savings Bank
Connecticut
$302K +$285K +577 New
SFGM
1678
Stonebridge Financial Group (Missouri)
Missouri
$301K +$285K +576 New
SIC
1679
Salem Investment Counselors
North Carolina
$300K – – –
SW
1680
StrongBox Wealth
Missouri
$300K – – –
PUI
1681
Purpose Unlimited Inc
$299K +$284K +573 New
PP
1682
Patten & Patten
Tennessee
$299K – – –
AFA
1683
AA Financial Advisors
Ohio
$299K +$10.9K +22 +4%
AFP
1684
Ausdal Financial Partners
Iowa
$299K +$14.8K +30 +6%
OAM
1685
Occidental Asset Management
California
$298K +$5.94K +12 +2%
OFO
1686
OneAscent Family Office
Alabama
$298K +$282K +570 New
AWM
1687
Aviso Wealth Management
Washington
$297K +$15.3K +31 +6%
MIP
1688
Marietta Investment Partners
Wisconsin
$297K -$3.96K -8 -1%
SIA
1689
SGL Investment Advisors
Montana
$295K +$6.93K +14 +2%
MA
1690
MJP Associates
Connecticut
$295K +$1.48K +3 +0.5%
NWAG
1691
Net Worth Advisory Group
Utah
$295K +$5.94K +12 +2%
Koshinski Asset Management
1692
Koshinski Asset Management
Illinois
$293K +$5.44K +11 +2%
VCM
1693
Voleon Capital Management
California
$292K -$1.88M -3,800 -87%
TIM
1694
Triad Investment Management
California
$291K +$276K +557 New
AC
1695
Attessa Capital
Arizona
$291K -$7.42K -15 -3%
SIM
1696
Stratos Investment Management
Ohio
$290K -$5.44K -11 -2%
WHCI
1697
W.H. Cornerstone Investments
Massachusetts
$289K +$990 +2 +0.4%
RF
1698
Rossby Financial
Florida
$288K -$292K -591 -52%
SF
1699
Symphony Financial
Texas
$288K -$165K -333 -38%
CAM
1700
Claret Asset Management
Quebec, Canada
$287K +$26.7K +54 +11%