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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
GLI
676
Guardian Life Insurance
New York
$85K -$58.3K -420 -42%
GBBWRPM
677
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$80K +$76.4K +550 New
CFA
678
Carroll Financial Associates
North Carolina
$76K -$2.92K -21 -4%
LWCFA
679
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$71K – – –
CAW
680
Cornerstone Advisors (Washington)
Washington
$68K +$1.8K +13 +3%
MUS
681
Mitsubishi UFJ Securities
Japan
$67K +$23.6K +170 +59%
PFO
682
Pathstone Family Office
New Jersey
$66K -$1.67K -12 -3%
CS
683
Credential Securities
$62.7K +$3.75K +27 +7%
DBT
684
Dubuque Bank & Trust
Iowa
$58K – – –
AIM
685
Acrospire Investment Management
Illinois
$58K +$27.8K +200 +100%
SIAS
686
Shine Investment Advisory Services
Colorado
$58K +$55.5K +400 New
WAM
687
Wealthspire Advisors (Maryland)
Maryland
$56K +$8.61K +62 +19%
SFG
688
SevenBridge Financial Group
Pennsylvania
$55K – – –
EMG
689
ETF Managers Group
New Jersey
$54K +$51.5K +371 New
Carson Wealth (CWM LLC)
690
Carson Wealth (CWM LLC)
Nebraska
$49K – – –
AAP
691
Arax Advisory Partners
Colorado
$47K +$139 +1 +0.3%
ARMC
692
American Research & Management Company
Massachusetts
$44K -$18.7K -135 -31%
FFC
693
First Financial Corp
Indiana
$44K – – –
AssetMark Inc
694
AssetMark Inc
California
$40K +$1.67K +12 +5%
TWA
695
TCI Wealth Advisors
Arizona
$40K +$7.08K +51 +23%
PCP
696
Proficio Capital Partners
Massachusetts
$39K -$24.2K -174 -41%
GAM
697
Gemmer Asset Management
California
$39K – – –
WPA
698
West Paces Advisors
Georgia
$38.4K – – –
ST
699
Smithfield Trust
Pennsylvania
$38K +$7.92K +57 +29%
MIC
700
MU Investments Company
Japan
$38K +$36.1K +260 New