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S&P Global

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