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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
1751
TCV Trust & Wealth Management
Virginia
$265K – – –
CCA
1752
Catalyst Capital Advisors
New York
$264K +$35.1K +71 +16%
TCOTS
1753
Trust Company of the South
North Carolina
$264K +$250K +505 New
AWM
1754
Ariadne Wealth Management
California
$262K +$990 +2 +0.3%
LWMM
1755
Legacy Wealth Management (Mississippi)
Mississippi
$261K – – –
MIM
1756
Marco Investment Management
Georgia
$261K – – –
LC
1757
Lavelle Capital
California
$261K +$247K +500 New
RA
1758
Range Advisory
Virginia
$261K +$247K +500 New
LSV Asset Management
1759
LSV Asset Management
Illinois
$261K – – –
DWM
1760
Darwin Wealth Management
Florida
$260K +$17.8K +36 +8%
II
1761
Impact Investors
California
$260K -$3.46K -7 -1%
QPWM
1762
Quadrant Private Wealth Management
Pennsylvania
$260K +$246K +497 New
IA
1763
Integrity Alliance
Iowa
$259K +$245K +496 New
FOA
1764
Five Oceans Advisors
California
$259K +$990 +2 +0.4%
SVWAG
1765
Sound View Wealth Advisors Group
Georgia
$259K -$73.7K -149 -23%
HCM
1766
Hengehold Capital Management
Ohio
$259K +$2.47K +5 +1%
FCM
1767
Fieldview Capital Management
Michigan
$259K -$1.93M -3,905 -89%
NB
1768
Nicolet Bankshares
Wisconsin
$259K – – –
MFS
1769
Mirabella Financial Services
United Kingdom
$259K +$245K +495 New
CMBA
1770
C.M. Bidwell & Associates
Hawaii
$258K -$6.93K -14 -3%
MA
1771
Mezzasalma Advisors
New Jersey
$257K -$12.4K -25 -5%
PWA
1772
Physician Wealth Advisors
Utah
$257K +$16.8K +34 +7%
PGA
1773
Portland Global Advisors
Maine
$257K – – –
KFI
1774
Key Financial Inc
Pennsylvania
$256K – – –
EA
1775
Everpar Advisors
Oklahoma
$255K +$241K +488 New