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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
676
Aptus Capital Advisors
Alabama
$4.5M -$5.28M -12,504 -53%
IBOK
677
Independence Bank of Kentucky
Kentucky
$4.45M -$666K -1,578 -13%
SW
678
SteelPeak Wealth
California
$4.41M +$438K +1,037 +11%
Blackstone Inc
679
Blackstone Inc
New York
$4.4M -$2.49M -5,890 -35%
CIA
680
Choate Investment Advisors
Massachusetts
$4.39M -$445K -1,053 -9%
PI
681
PFG Investments
New York
$4.38M +$1.91M +4,525 +73%
THCM
682
Taylor Hoffman Capital Management
Virginia
$4.37M +$275K +652 +6%
CHAM
683
Clear Harbor Asset Management
Connecticut
$4.36M -$39.3K -93 -0.9%
ASN
684
Advisory Services Network
Georgia
$4.35M -$12.7K -30 -0.3%
SFI
685
Siemens Fonds Invest
Germany
$4.33M +$365K +864 +9%
PIM
686
Penobscot Investment Management
Massachusetts
$4.32M -$1.36M -3,227 -23%
EF
687
Empirical Finance
Pennsylvania
$4.29M +$149K +353 +3%
WWA
688
WCG Wealth Advisors
Nevada
$4.28M +$4.44M +10,510 New
UM
689
Ulysses Management
New York
$4.28M +$4.43M +10,500 New
PS
690
Principal Securities
Iowa
$4.2M +$3.04M +7,189 +230%
DR
691
Davis Rea
Ontario, Canada
$4.18M +$154K +365 +4%
AP
692
Americana Partners
Texas
$4.18M +$111K +262 +3%
BFS
693
Bradley Foster & Sargent
Connecticut
$4.14M -$1.14M -2,689 -21%
ACM
694
Ayrshire Capital Management
Connecticut
$4.14M +$2.76M +6,527 +179%
CTA
695
Colonial Trust Advisors
South Carolina
$4.11M -$168K -398 -4%
CA
696
Clearstead Advisors
Ohio
$4.07M -$1.03M -2,444 -20%
SC
697
Scholtz & Company
Connecticut
$4.06M -$95.9K -227 -2%
NRS
698
Neville Rodie & Shaw
New York
$4.05M -$10.6K -25 -0.3%
EOJOAM
699
E. Ohman J:or Asset Management
Sweden
$4.04M -$1.39M -3,300 -24%
IAA
700
Independent Advisor Alliance
North Carolina
$4.03M -$90.8K -215 -2%