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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1701
Warwick Investment Management
Texas
$259K +$49.1K +96 +23%
GF
1702
GGM Financials
Ohio
$258K +$511 +1 +0.2%
SWA
1703
SFMG Wealth Advisors
Texas
$256K -$20.9K -41 -8%
CAM
1704
Claret Asset Management
Quebec, Canada
$256K -$257K -503 Closed
TIA
1705
Traphagen Investment Advisors
New Jersey
$255K – – –
GKWIM
1706
Gerber Kawasaki Wealth & Investment Management
California
$255K +$4.6K +9 +2%
CFG
1707
Cooper Financial Group
California
$254K +$255K +500 New
Harris Associates
1708
Harris Associates
Illinois
$254K -$292K -571 -53%
EWS
1709
Eagle Wealth Strategies
New Jersey
$254K -$1.53K -3 -0.6%
LWMM
1710
Legacy Wealth Management (Mississippi)
Mississippi
$254K – – –
MIM
1711
Marco Investment Management
Georgia
$254K – – –
APW
1712
Aurora Private Wealth
New Jersey
$254K – – –
LSV Asset Management
1713
LSV Asset Management
Illinois
$254K – – –
CP
1714
Canopy Partners
Ohio
$253K -$114K -223 -31%
RWP
1715
Revolve Wealth Partners
New Jersey
$252K +$19.9K +39 +9%
NB
1716
Nicolet Bankshares
Wisconsin
$252K – – –
AA
1717
Acorns Advisers
California
$250K +$40.9K +80 +19%
BBA
1718
Braun-Bostich & Associates
Pennsylvania
$249K +$22.5K +44 +10%
PGA
1719
Portland Global Advisors
Maine
$249K – – –
RCP
1720
Rothschild Capital Partners
New York
$249K – – –
SAF
1721
Smith Anglin Financial
Texas
$249K -$11.8K -23 -4%
KFI
1722
Key Financial Inc
Pennsylvania
$247K – – –
SNBOSD
1723
Security National Bank of So Dak
Iowa
$247K +$27.1K +53 +12%
AL
1724
Aspiriant LLC
California
$247K -$1.53K -3 -0.6%
HCM
1725
Hengehold Capital Management
Ohio
$247K – – –