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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CBT
2051
Crews Bank & Trust
Florida
$3.56K
T
2052
Tidemark
California
$3.56K
BFS
2053
Burkett Financial Services
South Carolina
$3.06K
IHWM
2054
Iron Horse Wealth Management
Iowa
$3.05K
W
2055
WealthCollab
Washington
$3.05K +$2.04K +4 +200%
BFS
2056
Bare Financial Services
Pennsylvania
$3.05K +$3.07K +6 New
CTB
2057
Country Trust Bank
Illinois
$2.54K
ACA
2058
American Capital Advisory
Idaho
$2.54K +$2.56K +5 New
SC
2059
Stephens Consulting
Michigan
$2.54K +$2.56K +5 New
BHWM
2060
Bay Harbor Wealth Management
Maryland
$2.54K +$2.56K +5 New
PS
2061
PayPay Securities
Japan
$2.23K -$1.53K -3 -43%
1IA
2062
1620 Investment Advisors
Massachusetts
$2.08K
NCM
2063
Northwest Capital Management
Oregon
$2.04K
RPA
2064
Redwood Park Advisors
California
$2.03K
BCM
2065
Blume Capital Management
California
$2.03K +$2.04K +4 New
CWM
2066
Cedar Wealth Management
California
$2.03K
DCM
2067
Davis Capital Management
Florida
$2.03K
CAM
2068
Chesapeake Asset Management
New York
$2.03K +$511 +1 +33%
KB
2069
Kimelman & Baird
New York
$1.52K
WTFG
2070
Wood Tarver Financial Group
Idaho
$1.52K
PWM
2071
Parkworth Wealth Management
California
$1.52K
OIA
2072
Optimum Investment Advisors
Illinois
$1.52K +$1.53K +3 New
DWM
2073
Dogwood Wealth Management
Kansas
$1.02K +$1.02K +2 New
GP
2074
Greenline Partners
New York
$1.02K +$1.02K +2 New
JAM
2075
JCIC Asset Management
Ontario, Canada
$1.02K +$1.02K +2 New