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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
TA
1676
TrueWealth Advisors
Alabama
$250K -$393K -847 -59%
SIC
1677
Samalin Investment Counsel
New York
$250K -$14.4K -31 -5%
EW
1678
Elyxium Wealth
California
$250K +$929 +2 +0.3%
CB
1679
Community Bank
New York
$250K – – –
WCM
1680
Wedge Capital Management
North Carolina
$250K +$35.7K +77 +15%
OFS
1681
OneAscent Financial Services
Alabama
$249K -$219K -471 -45%
MMCM
1682
Murphy & Mullick Capital Management
New York
$249K -$7.89K -17 -3%
EWA
1683
Eagle Wealth Advisors
Connecticut
$249K -$165K -355 -38%
BHCM
1684
Brevan Howard Capital Management
Jersey
$249K +$272K +585 New
NWAG
1685
Net Worth Advisory Group
Utah
$249K +$9.29K +20 +4%
IP
1686
Isthmus Partners
Wisconsin
$248K -$18.6K -40 -6%
ORAM
1687
One River Asset Management
Connecticut
$247K +$270K +581 New
IFS
1688
Ifrah Financial Services
Arkansas
$247K -$5.57K -12 -2%
DBRC
1689
D.B. Root & Company
Pennsylvania
$246K -$86.8K -187 -24%
SFGM
1690
Stonebridge Financial Group (Missouri)
Missouri
$246K +$929 +2 +0.3%
RA
1691
Range Advisory
Virginia
$245K +$35.3K +76 +15%
EWS
1692
Evergreen Wealth Solutions
Pennsylvania
$245K +$267K +575 New
KLCM
1693
KG&L Capital Management
Louisiana
$245K -$46.4K -100 -15%
SW
1694
StrongBox Wealth
Missouri
$245K – – –
4WM
1695
44 Wealth Management
Oregon
$244K -$144K -311 -35%
GAA
1696
Global Assets Advisory
Florida
$244K -$9.75K -21 -4%
PP
1697
Patten & Patten
Tennessee
$244K – – –
AP
1698
Arlington Partners
Alabama
$244K +$266K +573 New
ACM
1699
Aster Capital Management
United Arab Emirates
$243K +$222K +478 New
Parallax Volatility Advisers
1700
Parallax Volatility Advisers
California
$242K -$252K -543 -50%