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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
626
Edmond de Rothschild Holding
Switzerland
$134K +$118K +947 +1,214%
JWM
627
Jacobus Wealth Management
Wisconsin
$131K – – –
GLI
628
Guardian Life Insurance
New York
$131K +$1.24K +10 +1%
PA
629
Parallel Advisors
California
$131K +$6.22K +50 +5%
SOADOR
630
State of Alaska Department of Revenue
Alaska
$125K +$119K +961 New
WB
631
Webster Bank
Connecticut
$124K – – –
EA
632
Edge Advisors
Georgia
$107K – – –
TC
633
Trust Company
Kansas
$105K – – –
ABA
634
American Beacon Advisors
Texas
$103K +$98.2K +790 New
FIB
635
First Interstate Bank
Montana
$101K – – –
ASN
636
Advisory Services Network
Georgia
$101K +$96.1K +773 New
BL
637
Balentine LLC
Georgia
$98K – – –
RIM
638
Rampart Investment Management
Connecticut
$93K +$88K +708 New
SSB
639
Sandy Spring Bank
Maryland
$92K -$5.47K -44 -6%
FMT
640
First Mercantile Trust
Tennessee
$88K -$6.22K -50 -7%
Acadian Asset Management
641
Acadian Asset Management
Massachusetts
$73K +$69K +555 New
CFA
642
Carroll Financial Associates
North Carolina
$70K – – –
PFO
643
Pathstone Family Office
New Jersey
$61K +$57.9K +466 New
CAW
644
Cornerstone Advisors (Washington)
Washington
$60K – – –
LWCFA
645
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60K – – –
PCP
646
Proficio Capital Partners
Massachusetts
$60K +$27K +217 +102%
ARMC
647
American Research & Management Company
Massachusetts
$57K – – –
IWM
648
IHT Wealth Management
Illinois
$53K +$3.73K +30 +8%
CS
649
Credential Securities
$52.6K +$37.4K +301 +298%
CFA
650
CT Financial Advisors
Pennsylvania
$52.3K – – –