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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1701
SFMG Wealth Advisors
Texas
$256K -$20.9K -41 -8%
CAM
1702
Claret Asset Management
Quebec, Canada
$256K -$257K -503 Closed
TIA
1703
Traphagen Investment Advisors
New Jersey
$255K
GKWIM
1704
Gerber Kawasaki Wealth & Investment Management
California
$255K +$4.6K +9 +2%
CFG
1705
Cooper Financial Group
California
$254K +$255K +500 New
Harris Associates
1706
Harris Associates
Illinois
$254K -$292K -571 -53%
EWS
1707
Eagle Wealth Strategies
New Jersey
$254K -$1.53K -3 -0.6%
LWMM
1708
Legacy Wealth Management (Mississippi)
Mississippi
$254K
MIM
1709
Marco Investment Management
Georgia
$254K
APW
1710
Aurora Private Wealth
New Jersey
$254K
LSV Asset Management
1711
LSV Asset Management
Illinois
$254K
CP
1712
Canopy Partners
Ohio
$253K -$114K -223 -31%
RWP
1713
Revolve Wealth Partners
New Jersey
$252K +$19.9K +39 +9%
NB
1714
Nicolet Bankshares
Wisconsin
$252K
AA
1715
Acorns Advisers
California
$250K +$40.9K +80 +19%
BBA
1716
Braun-Bostich & Associates
Pennsylvania
$249K +$22.5K +44 +10%
PGA
1717
Portland Global Advisors
Maine
$249K
RCP
1718
Rothschild Capital Partners
New York
$249K
SAF
1719
Smith Anglin Financial
Texas
$249K -$11.8K -23 -4%
KFI
1720
Key Financial Inc
Pennsylvania
$247K
SNBOSD
1721
Security National Bank of So Dak
Iowa
$247K +$27.1K +53 +12%
AL
1722
Aspiriant LLC
California
$247K -$1.53K -3 -0.6%
HCM
1723
Hengehold Capital Management
Ohio
$247K
HAS
1724
HBW Advisory Services
California
$247K +$6.64K +13 +3%
GWM
1725
Gitterman Wealth Management
New Jersey
$247K +$1.02K +2 +0.4%