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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
451
Moran Wealth Management
Florida
$12.7M -$398K -743 -3%
AC
452
Addenda Capital
Quebec, Canada
$12.7M +$3.98M +7,439 +40%
PAS
453
Professional Advisory Services
Florida
$12.7M -$683K -1,275 -5%
CFG
454
Citizens Financial Group
Rhode Island
$12.6M +$12M +22,329 +629%
IC
455
IEQ Capital
California
$12.6M -$2.18M -4,078 -14%
BVDMP
456
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$12.5M
Pacer Advisors
457
Pacer Advisors
Pennsylvania
$12.5M -$1.49M -2,774 -10%
MSU
458
Mizuho Securities USA
New York
$12.5M +$572K +1,069 +5%
CB
459
Commerce Bank
Missouri
$12.5M +$5.89K +11 +0%
CA
460
Cornerstone Advisors
North Carolina
$12.5M
EF
461
Empowered Funds
Pennsylvania
$12.4M +$2.98M +5,565 +28%
CL
462
Choreo LLC
Illinois
$12.3M +$323K +604 +2%
RHAM
463
Round Hill Asset Management
California
$12.3M -$983K -1,836 -7%
HCMT
464
Highland Capital Management (Tennessee)
Tennessee
$12.2M +$110K +206 +0.8%
Mercer Global Advisors
465
Mercer Global Advisors
Colorado
$12.1M +$441K +824 +3%
AWMS
466
Advocacy Wealth Management Services
Georgia
$12.1M +$13.3M +24,896 New
TFA
467
Teamwork Financial Advisors
Texas
$12.1M +$9.54M +17,812 +254%
FBB
468
Fulton Breakefield Broenniman
Maryland
$12M -$124K -232 -0.9%
CA
469
Claar Advisors
New York
$12M -$420K -784 -3%
PWC
470
PYA Waltman Capital
Tennessee
$11.8M +$403K +752 +3%
LI
471
LMCG Investments
Massachusetts
$11.8M +$2.82M +5,274 +28%
EAM
472
Eventide Asset Management
Massachusetts
$11.7M +$1.79M +3,343 +16%
KPWS
473
Kestra Private Wealth Services
Texas
$11.7M +$472K +881 +4%
MMA
474
Miracle Mile Advisors
California
$11.7M -$537K -1,002 -4%
VLKIM
475
Van Lanschot Kempen Investment Management
Netherlands
$11.6M -$137K -256 -1%