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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
676
Raymond James Trust
Florida
$3.56M +$1.75M +4,289 +98%
MPWT
677
MassMutual Private Wealth & Trust
Connecticut
$3.56M – – –
TNB
678
Thomasville National Bank
Georgia
$3.5M +$182K +447 +6%
FDS
679
Freedom Day Solutions
Texas
$3.49M -$259K -635 -7%
MWM
680
Madison Wealth Management
Ohio
$3.46M +$93.7K +230 +3%
WSC
681
Wellington Shields & Co
New York
$3.45M -$204K -500 -6%
CCG
682
Cloverfields Capital Group
Minnesota
$3.4M +$79K +194 +2%
CAC
683
Certified Advisory Corp
Florida
$3.38M -$69.6K -171 -2%
WP
684
WealthPLAN Partners
Nebraska
$3.36M +$1.48M +3,631 +69%
WIM
685
WealthPlan Investment Management
Nebraska
$3.36M +$3.63M +8,924 New
GLA
686
Great Lakes Advisors
Illinois
$3.36M +$143K +350 +4%
PI
687
Pettee Investors
Connecticut
$3.35M – – –
MJB
688
Mark J. Bradley
$3.35M +$3.32M +8,155 New
CTA
689
Chesley Taft & Associates
Illinois
$3.3M -$393K -965 -10%
NPAM
690
Noble Path Asset Management
New York
$3.3M +$3.28M +8,050 New
DIM
691
Delta Investment Management
California
$3.29M +$3.27M +8,033 New
PAG
692
Private Advisor Group
New Jersey
$3.29M +$462K +1,135 +16%
TI
693
Tidal Investments
Wisconsin
$3.29M +$1.61M +3,959 +98%
KFBMI
694
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.28M – – –
QCM
695
Quantinno Capital Management
New York
$3.25M +$3.23M +7,928 New
FP
696
Factorial Partners
New York
$3.24M -$40.7K -100 -1%
CIA
697
Choate Investment Advisors
Massachusetts
$3.23M -$145K -357 -4%
Boston Partners
698
Boston Partners
Massachusetts
$3.22M +$1.01M +2,478 +46%
Luther King Capital Management (LKCM)
699
Luther King Capital Management (LKCM)
Texas
$3.21M +$191K +468 +6%
BFS
700
Bradley Foster & Sargent
Connecticut
$3.2M +$920K +2,260 +41%