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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
701
Confluence Wealth Management
Oregon
$445K +$50.2K +230 +13%
SCA
702
Snowden Capital Advisors
New York
$444K +$36.9K +169 +9%
GG
703
Gofen & Glossberg
Illinois
$444K -$5.46K -25 -1%
DCM
704
Dimension Capital Management
Florida
$442K – – –
LWAC
705
Laurel Wealth Advisors (California)
California
$440K -$2.84K -13 -0.7%
GFS
706
GYL Financial Synergies
Connecticut
$433K -$7.21K -33 -2%
BBA
707
Braun-Bostich & Associates
Pennsylvania
$432K -$369K -1,691 -47%
PV
708
Private Vista
Illinois
$432K -$79.9K -366 -16%
DWT
709
Dorsey & Whitney Trust
South Dakota
$430K -$10K -46 -2%
OPCM
710
Osborne Partners Capital Management
California
$428K – – –
FMWA
711
Forvis Mazars Wealth Advisors
Missouri
$424K -$14.4K -66 -3%
GCC
712
Guardian Capital (Canada)
Ontario, Canada
$424K +$45.9K +210 +13%
VWM
713
Venturi Wealth Management
Texas
$422K -$43.7K -200 -10%
FHA
714
Flagship Harbor Advisors
Massachusetts
$418K +$655 +3 +0.2%
QCG
715
Quadrant Capital Group
Ohio
$416K +$58.3K +267 +17%
BOS
716
Bank of Stockton
California
$413K -$25.1K -115 -6%
Caisse de Depot et Placement du Quebec (CDPQ)
717
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$411K +$131K +600 +50%
SWA
718
Sutton Wealth Advisors
Florida
$410K +$1.53K +7 +0.4%
DBRC
719
D.B. Root & Company
Pennsylvania
$410K -$148K -678 -27%
GAM
720
Griffin Asset Management
New York
$410K – – –
WPC
721
Waters Parkerson & Co
Louisiana
$410K – – –
AC
722
Athanor Capital
New York
$410K +$393K +1,800 New
HAM
723
Highstreet Asset Management
Ontario, Canada
$405K -$299K -1,368 -43%
AMCA
724
Arthur M. Cohen & Associates
Illinois
$399K – – –
CCB
725
Cutter & Co Brokerage
Missouri
$395K -$6.55K -30 -2%