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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
626
Group One Trading
Illinois
$596K +$326K +1,681 +146%
JLBC
627
J.L. Bainbridge & Co
Florida
$594K +$581 +3 +0.1%
CA
628
Clearstead Advisors
Ohio
$590K – – –
JAM
629
Jupiter Asset Management
United Kingdom
$590K +$543K +2,802 New
EB
630
Eastern Bank
Massachusetts
$586K – – –
WP
631
WMS Partners
Maryland
$584K – – –
KCM
632
Kanawha Capital Management
Virginia
$576K – – –
IAA
633
Independent Advisor Alliance
North Carolina
$574K -$775 -4 -0.1%
GT
634
Greenleaf Trust
Michigan
$572K +$77.8K +402 +17%
IIM
635
Intact Investment Management
Quebec, Canada
$569K – – –
WF
636
WealthTrust Fairport
Ohio
$564K – – –
NO
637
Ninety One
South Africa
$562K – – –
WT
638
Whittier Trust
California
$553K +$225K +1,164 +80%
LOAME
639
Lombard Odier Asset Management (Europe)
United Kingdom
$552K – – –
WIA
640
Wealthstreet Investment Advisors
Texas
$547K – – –
IIC
641
Ironwood Investment Counsel
Arizona
$542K – – –
CCA
642
Checchi Capital Advisers
California
$538K -$6K -31 -1%
GFP
643
Gryphon Financial Partners
Ohio
$536K -$21.3K -110 -4%
ACA
644
Aptus Capital Advisors
Alabama
$526K +$484K +2,500 New
DBRC
645
D.B. Root & Company
Pennsylvania
$522K +$480K +2,480 New
CG
646
Colony Group
Massachusetts
$520K -$17.4K -90 -4%
LS
647
Livforsakringsbolaget Skandia
Sweden
$519K +$38.7K +200 +9%
SW
648
SVB Wealth
Massachusetts
$515K -$308K -1,592 -39%
BFS
649
Bradley Foster & Sargent
Connecticut
$502K +$53.3K +275 +13%
CAM
650
Close Asset Management
United Kingdom
$499K -$17.6M -91,097 -97%