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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
DBT
651
Dubuque Bank & Trust
Iowa
$52K – – –
SFG
652
SevenBridge Financial Group
Pennsylvania
$49K +$20.5K +165 +78%
Carson Wealth (CWM LLC)
653
Carson Wealth (CWM LLC)
Nebraska
$44K -$4.6K -37 -10%
WAM
654
Wealthspire Advisors (Maryland)
Maryland
$42K -$3.48K -28 -8%
AAP
655
Arax Advisory Partners
Colorado
$42K +$124 +1 +0.3%
FFC
656
First Financial Corp
Indiana
$39K – – –
MUS
657
Mitsubishi UFJ Securities
Japan
$38K +$36.1K +290 New
AssetMark Inc
658
AssetMark Inc
California
$35K -$31.5K -253 -49%
GAM
659
Gemmer Asset Management
California
$35K – – –
WPA
660
West Paces Advisors
Georgia
$34.4K – – –
FPFS
661
First Personal Financial Services
North Carolina
$29K -$2.49K -20 -8%
TWA
662
TCI Wealth Advisors
Arizona
$29K -$124 -1 -0.4%
BGIM
663
Brandywine Global Investment Management
Pennsylvania
$26K -$7.25M -58,356 -100%
AIM
664
Acrospire Investment Management
Illinois
$26K -$87K -700 -78%
EFSCE
665
Enterprise Financial Services Corp (EFSC)
Missouri
$26K – – –
JCM
666
Jacobi Capital Management
Pennsylvania
$26K – – –
NSIM
667
North Star Investment Management
Illinois
$26K – – –
ST
668
Smithfield Trust
Pennsylvania
$26K – – –
FHA
669
First Horizon Advisors
Tennessee
$25K – – –
PMFA
670
Plante Moran Financial Advisors
Michigan
$24K – – –
AIM
671
Advantage Investment Management
Iowa
$21K – – –
CMBA
672
C.M. Bidwell & Associates
Hawaii
$20K -$3.73K -30 -17%
QAM
673
QCI Asset Management
New York
$20K – – –
PFGIA
674
Patriot Financial Group Insurance Agency
Massachusetts
$18K – – –
VIA
675
Vantage Investment Advisors
Pennsylvania
$18K – – –