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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
VBCG
1751
Valley Brook Capital Group
Pennsylvania
$212K -$5.07K -10 -2%
AGP
1752
Aspire Growth Partners
Florida
$212K +$216K +425 New
MAP
1753
Moody Aldrich Partners
Massachusetts
$211K – – –
WCFA
1754
Walkner Condon Financial Advisors
Wisconsin
$210K +$2.54K +5 +1%
Koshinski Asset Management
1755
Koshinski Asset Management
Illinois
$210K +$1.52K +3 +0.7%
BFIM
1756
Beese Fulmer Investment Management
Ohio
$208K -$2.03K -4 -0.9%
EFS
1757
Essex Financial Services
Connecticut
$208K -$26.4K -52 -11%
MSAM
1758
Moloney Securities Asset Management
Missouri
$207K -$27.4K -54 -11%
TFF
1759
The Family Firm
Maryland
$207K – – –
GWANC
1760
Guardian Wealth Advisors (North Carolina)
North Carolina
$206K +$210K +414 New
CIG
1761
Cairn Investment Group
Washington
$206K – – –
LSPW
1762
Lake Street Private Wealth
Illinois
$206K +$5.07K +10 +2%
WIM
1763
Warwick Investment Management
Texas
$205K -$507 -1 -0.2%
MLL
1764
Moody Lynn & Lieberson
Massachusetts
$205K – – –
AA
1765
Acorns Advisers
California
$205K +$209K +412 New
LP
1766
LGL Partners
Pennsylvania
$205K +$3.04K +6 +1%
SWM
1767
Sugarloaf Wealth Management
Georgia
$204K +$12.2K +24 +6%
CCM
1768
Chilton Capital Management
Texas
$204K +$146K +288 +238%
BCP
1769
Blue Chip Partners
Michigan
$204K – – –
PA
1770
PFW Advisors
Georgia
$203K +$207K +408 New
SHF
1771
Stage Harbor Financial
Massachusetts
$203K – – –
PC
1772
Promus Capital
Illinois
$203K +$207K +407 New
CIA
1773
Capital Investment Advisors
Georgia
$202K +$205K +405 New
TF
1774
Tompkins Financial
New York
$202K +$63.4K +125 +45%
1WM
1775
1858 Wealth Management
Ohio
$201K – – –