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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
676
AE Wealth Management
Kansas
$4.53M -$25.9M -61,421 -85%
FNT
677
First National Trust
Pennsylvania
$4.52M -$752K -1,780 -14%
ACA
678
Aptus Capital Advisors
Alabama
$4.5M -$5.28M -12,504 -53%
IBOK
679
Independence Bank of Kentucky
Kentucky
$4.45M -$666K -1,578 -13%
SW
680
SteelPeak Wealth
California
$4.41M +$438K +1,037 +11%
Blackstone Inc
681
Blackstone Inc
New York
$4.4M -$2.49M -5,890 -35%
CIA
682
Choate Investment Advisors
Massachusetts
$4.39M -$445K -1,053 -9%
PI
683
PFG Investments
New York
$4.38M +$1.91M +4,525 +73%
THCM
684
Taylor Hoffman Capital Management
Virginia
$4.37M +$275K +652 +6%
CHAM
685
Clear Harbor Asset Management
Connecticut
$4.36M -$39.3K -93 -0.9%
ASN
686
Advisory Services Network
Georgia
$4.35M -$12.7K -30 -0.3%
SFI
687
Siemens Fonds Invest
Germany
$4.33M +$365K +864 +9%
PIM
688
Penobscot Investment Management
Massachusetts
$4.32M -$1.36M -3,227 -23%
EF
689
Empirical Finance
Pennsylvania
$4.29M +$149K +353 +3%
WWA
690
WCG Wealth Advisors
Nevada
$4.28M +$4.44M +10,510 New
UM
691
Ulysses Management
New York
$4.28M +$4.43M +10,500 New
PS
692
Principal Securities
Iowa
$4.2M +$3.04M +7,189 +230%
IWC
693
Integrated Wealth Concepts
Massachusetts
$4.2M -$751K -1,779 -15%
DR
694
Davis Rea
Ontario, Canada
$4.18M +$154K +365 +4%
AP
695
Americana Partners
Texas
$4.18M +$111K +262 +3%
BFS
696
Bradley Foster & Sargent
Connecticut
$4.14M -$1.14M -2,689 -21%
ACM
697
Ayrshire Capital Management
Connecticut
$4.14M +$2.76M +6,527 +179%
CTA
698
Colonial Trust Advisors
South Carolina
$4.11M -$168K -398 -4%
CA
699
Clearstead Advisors
Ohio
$4.07M -$1.03M -2,444 -20%
SC
700
Scholtz & Company
Connecticut
$4.06M -$95.9K -227 -2%