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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
MAP
1751
Moody Aldrich Partners
Massachusetts
$211K
WCFA
1752
Walkner Condon Financial Advisors
Wisconsin
$210K +$2.54K +5 +1%
Koshinski Asset Management
1753
Koshinski Asset Management
Illinois
$210K +$1.52K +3 +0.7%
BFIM
1754
Beese Fulmer Investment Management
Ohio
$208K -$2.03K -4 -0.9%
EFS
1755
Essex Financial Services
Connecticut
$208K -$26.4K -52 -11%
MSAM
1756
Moloney Securities Asset Management
Missouri
$207K -$27.4K -54 -11%
TFF
1757
The Family Firm
Maryland
$207K
GWANC
1758
Guardian Wealth Advisors (North Carolina)
North Carolina
$206K +$210K +414 New
CIG
1759
Cairn Investment Group
Washington
$206K
LSPW
1760
Lake Street Private Wealth
Illinois
$206K +$5.07K +10 +2%
WIM
1761
Warwick Investment Management
Texas
$205K -$507 -1 -0.2%
MLL
1762
Moody Lynn & Lieberson
Massachusetts
$205K
AA
1763
Acorns Advisers
California
$205K +$209K +412 New
LP
1764
LGL Partners
Pennsylvania
$205K +$3.04K +6 +1%
SWM
1765
Sugarloaf Wealth Management
Georgia
$204K +$12.2K +24 +6%
CCM
1766
Chilton Capital Management
Texas
$204K +$146K +288 +238%
BCP
1767
Blue Chip Partners
Michigan
$204K
PA
1768
PFW Advisors
Georgia
$203K +$207K +408 New
SHF
1769
Stage Harbor Financial
Massachusetts
$203K
PC
1770
Promus Capital
Illinois
$203K +$207K +407 New
CIA
1771
Capital Investment Advisors
Georgia
$202K +$205K +405 New
TF
1772
Tompkins Financial
New York
$202K +$63.4K +125 +45%
1WM
1773
1858 Wealth Management
Ohio
$201K
PIA
1774
Perennial Investment Advisors
California
$201K +$204K +403 New
RCM
1775
Richardson Capital Management
Wisconsin
$199K +$203K +400 New