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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
JLBC
626
J.L. Bainbridge & Co
Florida
$594K +$581 +3 +0.1%
CA
627
Clearstead Advisors
Ohio
$590K
JAM
628
Jupiter Asset Management
United Kingdom
$590K +$543K +2,802 New
EB
629
Eastern Bank
Massachusetts
$586K
WP
630
WMS Partners
Maryland
$584K
KCM
631
Kanawha Capital Management
Virginia
$576K
IAA
632
Independent Advisor Alliance
North Carolina
$574K -$775 -4 -0.1%
GT
633
Greenleaf Trust
Michigan
$572K +$77.8K +402 +17%
IIM
634
Intact Investment Management
Quebec, Canada
$569K
WF
635
WealthTrust Fairport
Ohio
$564K
NO
636
Ninety One
South Africa
$562K
WT
637
Whittier Trust
California
$553K +$225K +1,164 +80%
LOAME
638
Lombard Odier Asset Management (Europe)
United Kingdom
$552K
WIA
639
Wealthstreet Investment Advisors
Texas
$547K
IIC
640
Ironwood Investment Counsel
Arizona
$542K
CCA
641
Checchi Capital Advisers
California
$538K -$6K -31 -1%
GFP
642
Gryphon Financial Partners
Ohio
$536K -$21.3K -110 -4%
ACA
643
Aptus Capital Advisors
Alabama
$526K +$484K +2,500 New
DBRC
644
D.B. Root & Company
Pennsylvania
$522K +$480K +2,480 New
CG
645
Colony Group
Massachusetts
$520K -$17.4K -90 -4%
LS
646
Livforsakringsbolaget Skandia
Sweden
$519K +$38.7K +200 +9%
SW
647
SVB Wealth
Massachusetts
$515K -$308K -1,592 -39%
BFS
648
Bradley Foster & Sargent
Connecticut
$502K +$53.3K +275 +13%
CAM
649
Close Asset Management
United Kingdom
$499K -$17.6M -91,097 -97%
WS
650
Wedbush Securities
California
$499K +$33.1K +171 +8%