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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
GBBWRPM
676
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$80K +$76.4K +550 New
CFA
677
Carroll Financial Associates
North Carolina
$76K -$2.92K -21 -4%
LWCFA
678
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$71K
CAW
679
Cornerstone Advisors (Washington)
Washington
$68K +$1.8K +13 +3%
MUS
680
Mitsubishi UFJ Securities
Japan
$67K +$23.6K +170 +59%
PFO
681
Pathstone Family Office
New Jersey
$66K -$1.67K -12 -3%
CS
682
Credential Securities
$62.7K +$3.75K +27 +7%
DBT
683
Dubuque Bank & Trust
Iowa
$58K
AIM
684
Acrospire Investment Management
Illinois
$58K +$27.8K +200 +100%
SIAS
685
Shine Investment Advisory Services
Colorado
$58K +$55.5K +400 New
WAM
686
Wealthspire Advisors (Maryland)
Maryland
$56K +$8.61K +62 +19%
SFG
687
SevenBridge Financial Group
Pennsylvania
$55K
EMG
688
ETF Managers Group
New Jersey
$54K +$51.5K +371 New
Carson Wealth (CWM LLC)
689
Carson Wealth (CWM LLC)
Nebraska
$49K
AAP
690
Arax Advisory Partners
Colorado
$47K +$139 +1 +0.3%
ARMC
691
American Research & Management Company
Massachusetts
$44K -$18.7K -135 -31%
FFC
692
First Financial Corp
Indiana
$44K
AssetMark Inc
693
AssetMark Inc
California
$40K +$1.67K +12 +5%
TWA
694
TCI Wealth Advisors
Arizona
$40K +$7.08K +51 +23%
PCP
695
Proficio Capital Partners
Massachusetts
$39K -$24.2K -174 -41%
GAM
696
Gemmer Asset Management
California
$39K
WPA
697
West Paces Advisors
Georgia
$38.4K
ST
698
Smithfield Trust
Pennsylvania
$38K +$7.92K +57 +29%
MIC
699
MU Investments Company
Japan
$38K +$36.1K +260 New
IWM
700
IHT Wealth Management
Illinois
$36K