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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
576
Pathstone Family Office
New Jersey
$57K – – –
Northwestern Mutual Wealth Management
577
Northwestern Mutual Wealth Management
Wisconsin
$56K +$17.8K +148 +50%
ARMC
578
American Research & Management Company
Massachusetts
$55K +$16.2K +135 +45%
CAW
579
Cornerstone Advisors (Washington)
Washington
$55K +$36K +300 +227%
DBT
580
Dubuque Bank & Trust
Iowa
$51K +$48K +400 New
CFA
581
CT Financial Advisors
Pennsylvania
$50.6K – – –
WAM
582
Wealthspire Advisors (Maryland)
Maryland
$44K +$1.08K +9 +3%
Carson Wealth (CWM LLC)
583
Carson Wealth (CWM LLC)
Nebraska
$42K +$40K +333 New
BAM
584
Brave Asset Management
New Jersey
$38K – – –
AIM
585
Acrospire Investment Management
Illinois
$38K +$12K +100 +50%
GAM
586
Gemmer Asset Management
California
$34K – – –
LOT
587
Lombard Odier Transatlantic
Quebec, Canada
$30K +$28.8K +240 New
TWA
588
TCI Wealth Advisors
Arizona
$29K +$1.44K +12 +6%
PMFA
589
Plante Moran Financial Advisors
Michigan
$27K -$1.08K -9 -4%
PCP
590
Proficio Capital Partners
Massachusetts
$27K +$3K +25 +13%
SFG
591
SevenBridge Financial Group
Pennsylvania
$26K +$25.3K +211 New
FHA
592
First Horizon Advisors
Tennessee
$25K -$38.4K -320 -62%
EFSCE
593
Enterprise Financial Services Corp (EFSC)
Missouri
$25K – – –
JCM
594
Jacobi Capital Management
Pennsylvania
$25K – – –
NSIM
595
North Star Investment Management
Illinois
$25K – – –
ST
596
Smithfield Trust
Pennsylvania
$25K – – –
CMBA
597
C.M. Bidwell & Associates
Hawaii
$23K -$601 -5 -3%
AIM
598
Advantage Investment Management
Iowa
$20K -$144K -1,203 -88%
QAM
599
QCI Asset Management
New York
$19K – – –
VIA
600
Vantage Investment Advisors
Pennsylvania
$18K – – –