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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
626
Gemmer Asset Management
California
$29K – – –
WPA
627
West Paces Advisors
Georgia
$28.3K +$31.4K +263 New
SFG
628
SevenBridge Financial Group
Pennsylvania
$26K – – –
FPFS
629
First Personal Financial Services
North Carolina
$26K +$15.8K +132 +118%
FHA
630
First Horizon Advisors
Tennessee
$25K – – –
EF
631
Empirical Finance
Pennsylvania
$25K +$27.4K +229 New
TWA
632
TCI Wealth Advisors
Arizona
$24K – – –
PCP
633
Proficio Capital Partners
Massachusetts
$23K – – –
PCM
634
Penserra Capital Management
California
$22K -$741K -6,207 -97%
EFSCE
635
Enterprise Financial Services Corp (EFSC)
Missouri
$22K – – –
JCM
636
Jacobi Capital Management
Pennsylvania
$22K – – –
NSIM
637
North Star Investment Management
Illinois
$22K – – –
ST
638
Smithfield Trust
Pennsylvania
$22K – – –
PMFA
639
Plante Moran Financial Advisors
Michigan
$20K -$4.06K -34 -16%
CMBA
640
C.M. Bidwell & Associates
Hawaii
$19K – – –
AIM
641
Advantage Investment Management
Iowa
$17K – – –
QAM
642
QCI Asset Management
New York
$16K – – –
PFGIA
643
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$16.2K +136 New
VIA
644
Vantage Investment Advisors
Pennsylvania
$15K – – –
YWP
645
YorkBridge Wealth Partners
New York
$14K +$14.2K +119 New
EARNEST Partners
646
EARNEST Partners
Georgia
$14K +$15.2K +127 New
GWM
647
Geneos Wealth Management
Colorado
$13K – – –
IR
648
Invictus RG
Bermuda
$13K +$14.5K +121 New
SPIA
649
Steward Partners Investment Advisory
New York
$12K +$14.3K +120 New
NFG
650
Next Financial Group
Texas
$11K – – –