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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
1751
Texas Capital Bank Wealth Management Services
Texas
$219K +$13K +28 +6%
LSL
1752
Legacy Solutions LLC
Pennsylvania
$219K -$2.32K -5 -1%
GF
1753
GGM Financials
Ohio
$217K +$464 +1 +0.2%
IWN
1754
Independent Wealth Network
Iowa
$217K -$31.1K -67 -12%
PPG
1755
Peak Planning Group
Colorado
$217K +$464 +1 +0.2%
SIC
1756
Salem Investment Counselors
North Carolina
$217K -$30.2K -65 -11%
VAM
1757
Verity Asset Management
North Carolina
$216K +$56.6K +122 +32%
IRP
1758
Investment Research Partners
Pennsylvania
$216K +$236K +508 New
CFP
1759
Cascade Financial Partners
California
$216K
GWM
1760
Greenline Wealth Management
Florida
$215K +$180K +387 +323%
PFM
1761
Patton Fund Management
Texas
$215K +$21.8K +47 +10%
IA
1762
Integrity Alliance
Iowa
$214K +$3.25K +7 +1%
TWD
1763
True Wealth Design
Ohio
$214K +$195K +421 +513%
DWM
1764
Daner Wealth Management
Georgia
$214K +$234K +504 New
HCM
1765
Hengehold Capital Management
Ohio
$214K +$3.25K +7 +1%
MA
1766
Mezzasalma Advisors
New Jersey
$214K
LSV Asset Management
1767
LSV Asset Management
Illinois
$213K
OAM
1768
Occidental Asset Management
California
$213K -$33K -71 -12%
LWMM
1769
Legacy Wealth Management (Mississippi)
Mississippi
$213K
MIM
1770
Marco Investment Management
Georgia
$213K
PS
1771
Portfolio Strategies
New York
$213K +$232K +500 New
EFSCE
1772
Enterprise Financial Services Corp (EFSC)
Missouri
$212K -$5.57K -12 -2%
PCP
1773
Panoramic Capital Partners
Oregon
$212K +$231K +498 New
RA
1774
Ruggaard & Associates
Ohio
$211K +$9.75K +21 +4%
PGA
1775
Portland Global Advisors
Maine
$209K