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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
BL
676
Balentine LLC
Georgia
$117K
SSB
677
Sandy Spring Bank
Maryland
$109K
SIAS
678
Shine Investment Advisory Services
Colorado
$108K +$44.2K +291 +73%
GLI
679
Guardian Life Insurance
New York
$91K
Carson Wealth (CWM LLC)
680
Carson Wealth (CWM LLC)
Nebraska
$87K +$33.6K +221 +66%
CS
681
Credential Securities
$84.2K +$16.7K +110 +26%
CFA
682
Carroll Financial Associates
North Carolina
$82K
NSIM
683
North Star Investment Management
Illinois
$80K +$47.9K +315 +158%
GBBWRPM
684
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$75K -$10.6K -70 -13%
BONST
685
Bank of Nova Scotia Trust
Ontario, Canada
$75K +$73K +480 New
SFG
686
SevenBridge Financial Group
Pennsylvania
$73K +$13.7K +90 +24%
LWCFA
687
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$72K
AssetMark Inc
688
AssetMark Inc
California
$72K +$28.1K +185 +67%
PFO
689
Pathstone Family Office
New Jersey
$71K
WAM
690
Wealthspire Advisors (Maryland)
Maryland
$69K +$8.82K +58 +15%
BFEC
691
Benjamin F. Edwards & Company
Missouri
$64K +$50.6K +333 +444%
DBT
692
Dubuque Bank & Trust
Iowa
$63K
EMG
693
ETF Managers Group
New Jersey
$63K +$5.02K +33 +9%
AP
694
Advisors Preferred
Maryland
$63K +$61.1K +402 New
FPF
695
FNY Partners Fund
New York
$62K -$45.6K -300 -43%
KTC
696
Kistler-Tiffany Companies
Pennsylvania
$55K +$45.6K +300 +600%
IWM
697
IHT Wealth Management
Illinois
$54K -$10.3K -68 -17%
AAP
698
Arax Advisory Partners
Colorado
$51K +$912 +6 +2%
IIC
699
Integrated Investment Consultants
Michigan
$50K +$17.9K +118 +58%
MIC
700
MU Investments Company
Japan
$48K +$7.6K +50 +19%