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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
626
Jacobus Wealth Management
Wisconsin
$131K
GLI
627
Guardian Life Insurance
New York
$131K +$1.24K +10 +1%
PA
628
Parallel Advisors
California
$131K +$6.22K +50 +5%
SOADOR
629
State of Alaska Department of Revenue
Alaska
$125K +$119K +961 New
WB
630
Webster Bank
Connecticut
$124K
EA
631
Edge Advisors
Georgia
$107K
TC
632
Trust Company
Kansas
$105K
ABA
633
American Beacon Advisors
Texas
$103K +$98.2K +790 New
FIB
634
First Interstate Bank
Montana
$101K
ASN
635
Advisory Services Network
Georgia
$101K +$96.1K +773 New
BL
636
Balentine LLC
Georgia
$98K
RIM
637
Rampart Investment Management
Connecticut
$93K +$88K +708 New
SSB
638
Sandy Spring Bank
Maryland
$92K -$5.47K -44 -6%
FMT
639
First Mercantile Trust
Tennessee
$88K -$6.22K -50 -7%
Acadian Asset Management
640
Acadian Asset Management
Massachusetts
$73K +$69K +555 New
CFA
641
Carroll Financial Associates
North Carolina
$70K
PFO
642
Pathstone Family Office
New Jersey
$61K +$57.9K +466 New
CAW
643
Cornerstone Advisors (Washington)
Washington
$60K
LWCFA
644
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60K
PCP
645
Proficio Capital Partners
Massachusetts
$60K +$27K +217 +102%
ARMC
646
American Research & Management Company
Massachusetts
$57K
IWM
647
IHT Wealth Management
Illinois
$53K +$3.73K +30 +8%
CS
648
Credential Securities
$52.6K +$37.4K +301 +298%
CFA
649
CT Financial Advisors
Pennsylvania
$52.3K
DBT
650
Dubuque Bank & Trust
Iowa
$52K