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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
651
SevenBridge Financial Group
Pennsylvania
$49K +$20.5K +165 +78%
Carson Wealth (CWM LLC)
652
Carson Wealth (CWM LLC)
Nebraska
$44K -$4.6K -37 -10%
WAM
653
Wealthspire Advisors (Maryland)
Maryland
$42K -$3.48K -28 -8%
AAP
654
Arax Advisory Partners
Colorado
$42K +$124 +1 +0.3%
FFC
655
First Financial Corp
Indiana
$39K
MUS
656
Mitsubishi UFJ Securities
Japan
$38K +$36.1K +290 New
AssetMark Inc
657
AssetMark Inc
California
$35K -$31.5K -253 -49%
GAM
658
Gemmer Asset Management
California
$35K
WPA
659
West Paces Advisors
Georgia
$34.4K
FPFS
660
First Personal Financial Services
North Carolina
$29K -$2.49K -20 -8%
TWA
661
TCI Wealth Advisors
Arizona
$29K -$124 -1 -0.4%
BGIM
662
Brandywine Global Investment Management
Pennsylvania
$26K -$7.25M -58,356 -100%
AIM
663
Acrospire Investment Management
Illinois
$26K -$87K -700 -78%
EFSCE
664
Enterprise Financial Services Corp (EFSC)
Missouri
$26K
JCM
665
Jacobi Capital Management
Pennsylvania
$26K
NSIM
666
North Star Investment Management
Illinois
$26K
ST
667
Smithfield Trust
Pennsylvania
$26K
FHA
668
First Horizon Advisors
Tennessee
$25K
PMFA
669
Plante Moran Financial Advisors
Michigan
$24K
AIM
670
Advantage Investment Management
Iowa
$21K
CMBA
671
C.M. Bidwell & Associates
Hawaii
$20K -$3.73K -30 -17%
QAM
672
QCI Asset Management
New York
$20K
PFGIA
673
Patriot Financial Group Insurance Agency
Massachusetts
$18K
VIA
674
Vantage Investment Advisors
Pennsylvania
$18K
BAM
675
Barrett Asset Management
New York
$16K +$15.5K +125 New