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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
1726
Longboard Asset Management
Arizona
$222K +$226K +445 New
CM
1727
Capula Management
Cayman Islands
$221K -$319K -628 -59%
MNBTD
1728
Moody National Bank Trust Division
Texas
$221K -$507 -1 -0.2%
CCA
1729
Cottonwood Capital Advisors
Utah
$221K +$225K +444 New
PWA
1730
Physician Wealth Advisors
Utah
$221K -$16.7K -33 -7%
GPI
1731
General Partner Inc
Pennsylvania
$221K – – –
BIP
1732
Blue Investment Partners
California
$221K – – –
LSL
1733
Legacy Solutions LLC
Pennsylvania
$221K +$225K +443 New
SIM
1734
Stratos Investment Management
Ohio
$221K -$1.52K -3 -0.7%
SIA
1735
Summit Investment Advisors
Maryland
$220K +$206K +406 New
NCTC
1736
New Covenant Trust Company
Indiana
$220K – – –
SFI
1737
SPC Financial Inc
Maryland
$219K -$77.6K -153 -26%
FPW
1738
Flywheel Private Wealth
California
$219K +$223K +440 New
KSWWM
1739
Keyes Stange & Wooten Wealth Management
Florida
$219K -$4.57K -9 -2%
SLWA
1740
San Luis Wealth Advisors
California
$218K +$507 +1 +0.2%
Wolverine Trading
1741
Wolverine Trading
Illinois
$218K -$1.52M -2,989 -87%
TF
1742
Trek Financial
Arizona
$217K -$18.3K -36 -8%
RRCM
1743
Rappaport Reiches Capital Management
Illinois
$217K -$28.9K -57 -12%
SNBOSD
1744
Security National Bank of So Dak
Iowa
$216K – – –
MCM
1745
Mitchell Capital Management
Kansas
$216K -$75.1K -148 -25%
EP
1746
Essential Planning
New Hampshire
$215K +$215K +424 New
GA
1747
Greenspring Advisors
Maryland
$214K – – –
FAN
1748
Financial Advisors Network
California
$213K +$217K +428 New
CWAG
1749
Compton Wealth Advisory Group
Virginia
$212K – – –
RPA
1750
Rock Point Advisors
Vermont
$212K -$12.7K -25 -6%