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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
676
Abacus FCF Advisors
Florida
$2.14M -$451K -1,040 -18%
IAA
677
Independent Advisor Alliance
North Carolina
$2.13M +$27.3K +63 +1%
VFM
678
Viking Fund Management
North Dakota
$2.12M
RCM
679
Regency Capital Management
Hawaii
$2.12M +$113K +261 +6%
SWP
680
Stratos Wealth Partners
Ohio
$2.11M +$138K +319 +7%
KPW
681
Kore Private Wealth
New York
$2.1M +$127K +292 +6%
SC
682
Sepio Capital
Utah
$2.1M +$46.4K +107 +2%
NWM
683
Nicola Wealth Management
British Columbia, Canada
$2.09M
SWM
684
Segment Wealth Management
Texas
$2.09M -$75K -173 -3%
PP
685
Prudential plc
United Kingdom
$2.08M +$1.59M +3,667 +296%
RSWM
686
Robertson Stephens Wealth Management
California
$2.08M -$38.1K -88 -2%
SCA
687
Strategic Capital Advisers
Colorado
$2.04M +$2.08M +4,800 New
BFS
688
Bradley Foster & Sargent
Connecticut
$2.03M
BPA
689
Beacon Pointe Advisors
California
$2.02M -$37.3K -86 -2%
AIM
690
Anchor Investment Management
South Carolina
$1.97M -$127K -293 -6%
SKK
691
Shepherd Kaplan Krochuk
Massachusetts
$1.96M -$433 -1 -0%
PF
692
Phoenix Financial
Israel
$1.94M +$1.98M +4,558 New
RI
693
Redwood Investments
Massachusetts
$1.93M -$433 -1 -0%
LBD
694
Landsberg Bennett & Dubbaneh
Florida
$1.92M -$65.4K -151 -3%
VAS
695
Vestmark Advisory Solutions
Massachusetts
$1.92M +$334K +770 +21%
JCM
696
Jacobsen Capital Management
Utah
$1.91M +$30.3K +70 +2%
KM
697
Kalos Management
Georgia
$1.91M -$97.1K -224 -5%
CAN
698
Cetera Advisor Networks
California
$1.91M -$84.5K -195 -4%
BFC
699
Blue Fin Capital
Rhode Island
$1.91M +$1.3K +3 +0.1%
NO
700
Ninety One
South Africa
$1.9M -$520K -1,199 -21%