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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CM
1726
Capula Management
Cayman Islands
$221K -$319K -628 -59%
MNBTD
1727
Moody National Bank Trust Division
Texas
$221K -$507 -1 -0.2%
CCA
1728
Cottonwood Capital Advisors
Utah
$221K +$225K +444 New
PWA
1729
Physician Wealth Advisors
Utah
$221K -$16.7K -33 -7%
GPI
1730
General Partner Inc
Pennsylvania
$221K
BIP
1731
Blue Investment Partners
California
$221K
LSL
1732
Legacy Solutions LLC
Pennsylvania
$221K +$225K +443 New
SIM
1733
Stratos Investment Management
Ohio
$221K -$1.52K -3 -0.7%
SIA
1734
Summit Investment Advisors
Maryland
$220K +$206K +406 New
NCTC
1735
New Covenant Trust Company
Indiana
$220K
SFI
1736
SPC Financial Inc
Maryland
$219K -$77.6K -153 -26%
FPW
1737
Flywheel Private Wealth
California
$219K +$223K +440 New
KSWWM
1738
Keyes Stange & Wooten Wealth Management
Florida
$219K -$4.57K -9 -2%
SLWA
1739
San Luis Wealth Advisors
California
$218K +$507 +1 +0.2%
Wolverine Trading
1740
Wolverine Trading
Illinois
$218K -$1.52M -2,989 -87%
TF
1741
Trek Financial
Arizona
$217K -$18.3K -36 -8%
RRCM
1742
Rappaport Reiches Capital Management
Illinois
$217K -$28.9K -57 -12%
SNBOSD
1743
Security National Bank of So Dak
Iowa
$216K
MCM
1744
Mitchell Capital Management
Kansas
$216K -$75.1K -148 -25%
EP
1745
Essential Planning
New Hampshire
$215K +$215K +424 New
GA
1746
Greenspring Advisors
Maryland
$214K
FAN
1747
Financial Advisors Network
California
$213K +$217K +428 New
CWAG
1748
Compton Wealth Advisory Group
Virginia
$212K
RPA
1749
Rock Point Advisors
Vermont
$212K -$12.7K -25 -6%
VBCG
1750
Valley Brook Capital Group
Pennsylvania
$212K -$5.07K -10 -2%