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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
601
Brighton Jones LLC
Washington
$510K +$2.69K +15 +0.5%
FTIOP
602
Fiduciary Trust International of Pennsylvania
Pennsylvania
$505K -$242K -1,350 -31%
SAM
603
Silvercrest Asset Management
New York
$503K – – –
NIM
604
NuWave Investment Management
New Jersey
$502K +$342K +1,909 +182%
WIS
605
Wright Investors Service
Connecticut
$497K -$432K -2,409 -45%
PCP
606
Proficio Capital Partners
Massachusetts
$497K +$471K +2,631 +895%
CA
607
Commerzbank Aktiengesellschaft
Germany
$494K -$225K -1,257 -30%
FA
608
FMA Advisory
Pennsylvania
$492K -$35.1K -196 -6%
WIA
609
Wealthstreet Investment Advisors
Texas
$489K – – –
MRCM
610
M&R Capital Management
New Jersey
$488K – – –
SGA
611
Strategic Global Advisors
California
$485K +$28.7K +160 +6%
DWM
612
Doyle Wealth Management
Florida
$483K -$208K -1,162 -29%
LFS
613
Legacy Financial Strategies
Kansas
$483K +$7.17K +40 +1%
CA
614
Clearstead Advisors
Ohio
$476K – – –
Massachusetts Financial Services
615
Massachusetts Financial Services
Massachusetts
$476K +$97.3K +543 +24%
EB
616
Eastern Bank
Massachusetts
$473K – – –
WP
617
WMS Partners
Maryland
$471K -$4.48K -25 -0.9%
KCM
618
Kanawha Capital Management
Virginia
$465K – – –
IAA
619
Independent Advisor Alliance
North Carolina
$464K +$300K +1,676 +159%
JLBC
620
J.L. Bainbridge & Co
Florida
$459K +$537 +3 +0.1%
IIM
621
Intact Investment Management
Quebec, Canada
$459K +$484K +2,700 New
IA
622
IFP Advisors
Florida
$457K -$19.2K -107 -4%
MC
623
Machina Capital
France
$456K +$481K +2,686 New
WF
624
WealthTrust Fairport
Ohio
$455K – – –
TSS
625
Two Sigma Securities
New York
$455K +$39.2K +219 +9%