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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
EA
601
Edge Advisors
Georgia
$88K +$98.7K +826 New
CG
602
Cutler Group
California
$87K -$77.1K -645 -44%
TC
603
Trust Company
Kansas
$86K
FIB
604
First Interstate Bank
Montana
$83K -$299K -2,500 -76%
BL
605
Balentine LLC
Georgia
$81K
SSB
606
Sandy Spring Bank
Maryland
$80K +$5.26K +44 +6%
FMT
607
First Mercantile Trust
Tennessee
$78K
FNBT
608
FineMark National Bank & Trust
Florida
$69K -$53K -444 -41%
CFA
609
Carroll Financial Associates
North Carolina
$58K -$22K -184 -25%
AssetMark Inc
610
AssetMark Inc
California
$56K +$119 +1 +0.2%
MFS
611
MSI Financial Services
Massachusetts
$55K -$11.6K -97 -16%
LWCFA
612
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$50K
CAW
613
Cornerstone Advisors (Washington)
Washington
$49K +$2.87K +24 +6%
ARMC
614
American Research & Management Company
Massachusetts
$47K
CFA
615
CT Financial Advisors
Pennsylvania
$43K
DBT
616
Dubuque Bank & Trust
Iowa
$43K
CGT
617
Capital Guardian Trust
California
$42K +$46.7K +391 New
IWM
618
IHT Wealth Management
Illinois
$41K +$45.2K +378 New
Carson Wealth (CWM LLC)
619
Carson Wealth (CWM LLC)
Nebraska
$40K +$4.42K +37 +11%
WAM
620
Wealthspire Advisors (Maryland)
Maryland
$38K +$239 +2 +0.6%
AAP
621
Arax Advisory Partners
Colorado
$35K +$38.6K +323 New
Northwestern Mutual Wealth Management
622
Northwestern Mutual Wealth Management
Wisconsin
$33K -$16.4K -137 -31%
FFC
623
First Financial Corp
Indiana
$32K -$35.8K -300 -50%
WA
624
WFG Advisors
Texas
$32K +$31.3K +262 +845%
GAM
625
Gemmer Asset Management
California
$29K