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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
526
Pathstone Family Office
New Jersey
$49K +$48.7K +454 New
CFA
527
CT Financial Advisors
Pennsylvania
$42.9K +$42.9K +400 New
TSW
528
Thompson Siegel & Walmsley
Virginia
$41K +$41.1K +383 New
DADC
529
D.A. Davidson & Co
Montana
$39K +$40.6K +378 New
WAM
530
Wealthspire Advisors (Maryland)
Maryland
$36K +$36.3K +338 New
GXMC
531
Global X Management Company
New York
$33K +$33.2K +309 New
Northwestern Mutual Wealth Management
532
Northwestern Mutual Wealth Management
Wisconsin
$32K +$31.7K +295 New
ARMC
533
American Research & Management Company
Massachusetts
$32K +$32.2K +300 New
BAM
534
Brave Asset Management
New Jersey
$32K +$32.2K +300 New
GAM
535
Gemmer Asset Management
California
$29K +$28.7K +267 New
FANJ
536
Financial Architects (New Jersey)
New Jersey
$25K +$24.8K +231 New
PMFA
537
Plante Moran Financial Advisors
Michigan
$24K +$24.3K +226 New
PCP
538
Proficio Capital Partners
Massachusetts
$23K +$20.1K +187 New
TWA
539
TCI Wealth Advisors
Arizona
$23K +$23K +214 New
EFSCE
540
Enterprise Financial Services Corp (EFSC)
Missouri
$22K +$21.6K +201 New
AIM
541
Acrospire Investment Management
Illinois
$21K +$21.5K +200 New
JCM
542
Jacobi Capital Management
Pennsylvania
$21K +$21.5K +200 New
NSIM
543
North Star Investment Management
Illinois
$21K +$21.5K +200 New
ST
544
Smithfield Trust
Pennsylvania
$21K +$21.5K +200 New
CMBA
545
C.M. Bidwell & Associates
Hawaii
$20K +$19.9K +185 New
QAM
546
QCI Asset Management
New York
$16K +$16.1K +150 New
FPFS
547
First Personal Financial Services
North Carolina
$15K +$14.8K +138 New
VIA
548
Vantage Investment Advisors
Pennsylvania
$15K +$15K +140 New
CAW
549
Cornerstone Advisors (Washington)
Washington
$14K +$14.2K +132 New
PCM
550
Penserra Capital Management
California
$11K +$10.6K +99 New