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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
626
Peapack-Gladstone Financial Corp
New Jersey
$1.88M +$528K +1,588 +42%
PCM
627
Parsons Capital Management
Rhode Island
$1.88M -$16K -48 -0.9%
LAIC
628
Lederer & Associates Investment Counsel
California
$1.87M -$56.2K -169 -3%
SIM
629
Sentry Investment Management
Wisconsin
$1.85M -$7.45M -22,390 -81%
IB
630
Intrust Bank
Kansas
$1.84M -$333 -1 -0%
BAM
631
Belpointe Asset Management
Nevada
$1.84M +$479K +1,440 +38%
PAG
632
Private Advisor Group
New Jersey
$1.8M -$1.91M -5,731 -53%
BTW
633
Boston Trust Walden
Massachusetts
$1.77M
TPA
634
Trivium Point Advisory
Connecticut
$1.77M +$188K +564 +13%
VFM
635
Viking Fund Management
North Dakota
$1.76M
SWM
636
Segment Wealth Management
Texas
$1.76M +$77.9K +234 +5%
SWM
637
Spire Wealth Management
Virginia
$1.76M +$1.68M +5,051 New
Westfield Capital Management
638
Westfield Capital Management
Massachusetts
$1.74M -$61.1M -183,609 -97%
CAM
639
Cozad Asset Management
Illinois
$1.74M +$542K +1,630 +49%
NWM
640
Nicola Wealth Management
British Columbia, Canada
$1.74M -$48.6K -146 -3%
CCP
641
Corient Capital Partners
California
$1.73M +$94.5K +284 +6%
AIM
642
Anchor Investment Management
South Carolina
$1.72M +$201K +605 +14%
GCGDR
643
Geo Capital Gestora de Recursos
Brazil
$1.72M +$87.5K +263 +6%
SA
644
SRN Advisors
Pennsylvania
$1.71M -$298K -896 -16%
RSWM
645
Robertson Stephens Wealth Management
California
$1.71M +$5.99K +18 +0.4%
O
646
Ossiam
France
$1.69M +$963K +2,894 +152%
BFS
647
Bradley Foster & Sargent
Connecticut
$1.69M
GCC
648
Guardian Capital (Canada)
Ontario, Canada
$1.69M +$170K +510 +12%
SCM
649
Sirios Capital Management
Massachusetts
$1.68M -$238K -715 -13%
SC
650
Sepio Capital
Utah
$1.67M -$2.17M -6,513 -58%