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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
TCOTS
1751
Trust Company of the South
North Carolina
$264K +$250K +505 New
AWM
1752
Ariadne Wealth Management
California
$262K +$990 +2 +0.3%
LWMM
1753
Legacy Wealth Management (Mississippi)
Mississippi
$261K
MIM
1754
Marco Investment Management
Georgia
$261K
LC
1755
Lavelle Capital
California
$261K +$247K +500 New
LSV Asset Management
1756
LSV Asset Management
Illinois
$261K
DWM
1757
Darwin Wealth Management
Florida
$260K +$17.8K +36 +8%
II
1758
Impact Investors
California
$260K -$3.46K -7 -1%
QPWM
1759
Quadrant Private Wealth Management
Pennsylvania
$260K +$246K +497 New
IA
1760
Integrity Alliance
Iowa
$259K +$245K +496 New
FOA
1761
Five Oceans Advisors
California
$259K +$990 +2 +0.4%
SVWAG
1762
Sound View Wealth Advisors Group
Georgia
$259K -$73.7K -149 -23%
HCM
1763
Hengehold Capital Management
Ohio
$259K +$2.47K +5 +1%
FCM
1764
Fieldview Capital Management
Michigan
$259K -$1.93M -3,905 -89%
NB
1765
Nicolet Bankshares
Wisconsin
$259K
MFS
1766
Mirabella Financial Services
United Kingdom
$259K +$245K +495 New
CMBA
1767
C.M. Bidwell & Associates
Hawaii
$258K -$6.93K -14 -3%
MA
1768
Mezzasalma Advisors
New Jersey
$257K -$12.4K -25 -5%
PWA
1769
Physician Wealth Advisors
Utah
$257K +$16.8K +34 +7%
PGA
1770
Portland Global Advisors
Maine
$257K
KFI
1771
Key Financial Inc
Pennsylvania
$256K
EA
1772
Everpar Advisors
Oklahoma
$255K +$241K +488 New
TCBWMS
1773
Texas Capital Bank Wealth Management Services
Texas
$255K +$30.2K +61 +14%
MUMSS
1774
Mitsubishi UFJ Morgan Stanley Securities
Japan
$254K +$240K +486 New
WIM
1775
Warwick Investment Management
Texas
$252K +$11.9K +24 +5%