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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
WP
676
WMS Partners
Maryland
$817K -$20.8K -76 -2%
CAPTRUST Financial Advisors
677
CAPTRUST Financial Advisors
North Carolina
$810K -$86.1K -314 -8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
678
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$809K -$4.55M -16,580 -83%
AF
679
Advisornet Financial
Minnesota
$788K -$7.68K -28 -0.9%
BFA
680
Brendel Financial Advisors
New Hampshire
$786K -$23.3K -85 -3%
OIS
681
Okabena Investment Services
Minnesota
$780K +$874K +3,185 New
CS
682
Comerica Securities
Michigan
$769K +$427K +1,555 +98%
CIP
683
Convergence Investment Partners
Florida
$769K +$861K +3,138 New
WP
684
WealthSource Partners
California
$765K +$132K +481 +18%
TCM
685
Thames Capital Management
New Jersey
$762K -$2.44M -8,899 -74%
FBFS
686
First Business Financial Services
Wisconsin
$747K -$20.3K -74 -2%
AT
687
Arden Trust
Delaware
$744K -$167K -609 -17%
PK
688
Pflug Koory
Nebraska
$744K – – –
EB
689
Eastern Bank
Massachusetts
$742K – – –
CC
690
Cedar Capital
Illinois
$736K +$35.4K +129 +4%
VFM
691
Viking Fund Management
North Dakota
$735K – – –
ASN
692
Advisory Services Network
Georgia
$730K +$24.1K +88 +3%
QCG
693
Quadrant Capital Group
Ohio
$722K +$205K +749 +34%
BFM
694
Boston Financial Management
Massachusetts
$720K +$274K +999 +51%
SW
695
SVB Wealth
Massachusetts
$718K -$19.7K -72 -2%
BFC
696
Blue Fin Capital
Rhode Island
$714K +$94.1K +343 +13%
OC
697
Oakmont Corp
California
$705K – – –
NO
698
Ninety One
South Africa
$705K +$57.3K +209 +8%
BFM
699
Boothbay Fund Management
New York
$697K -$29.9K -109 -4%
DWM
700
Doyle Wealth Management
Florida
$697K – – –