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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1701
Empirical Asset Management
Massachusetts
$235K +$3.43M +6,755 New
CD
1702
Chapin Davis
Maryland
$234K – – –
CF
1703
Copperwynd Financial
Arizona
$234K -$6.09K -12 -2%
CCM
1704
Canal Capital Management
Virginia
$234K – – –
PCP
1705
Panoramic Capital Partners
Oregon
$234K +$238K +469 New
SA
1706
SRN Advisors
Pennsylvania
$233K +$237K +468 New
NPFS
1707
Novak & Powell Financial Services
Florida
$232K – – –
AWM
1708
Avior Wealth Management
Nebraska
$232K +$7.61K +15 +3%
WC
1709
Wynn Capital
Georgia
$231K – – –
LTI
1710
Laffer Tengler Investments
Tennessee
$230K – – –
ATS
1711
Ashton Thomas Securities
New York
$230K +$5.58K +11 +2%
MEG
1712
Millstone Evans Group
Colorado
$230K +$234K +461 New
SPP
1713
Single Point Partners
Massachusetts
$229K – – –
LWM
1714
Lionshead Wealth Management
New York
$228K +$232K +458 New
PCM
1715
Prelude Capital Management
New York
$228K +$232K +458 New
TCM
1716
Tandem Capital Management
New Jersey
$228K -$9.13K -18 -4%
RWP
1717
Revolve Wealth Partners
New Jersey
$228K -$3.04K -6 -1%
LI
1718
LVZ Inc
Michigan
$227K – – –
SAI
1719
Systematic Alpha Investments
New Jersey
$225K – – –
DPI
1720
Diversified Portfolios Inc
Michigan
$225K – – –
CCA
1721
Cobblestone Capital Advisors
New York
$225K +$5.07K +10 +2%
FWM
1722
Foguth Wealth Management
Michigan
$224K -$24.4K -48 -10%
JWCA
1723
J.W. Cole Advisors
Florida
$224K -$100K -197 -30%
Two Sigma Advisers
1724
Two Sigma Advisers
New York
$223K -$33.8M -66,595 -99%
BBA
1725
Braun-Bostich & Associates
Pennsylvania
$223K -$4.57K -9 -2%