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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
SC
701
Scholtz & Company
Connecticut
$4.04M -$1.42M -2,878 -27%
BFA
702
Brendel Financial Advisors
New Hampshire
$4.03M -$35.1K -71 -0.9%
BWM
703
BNC Wealth Management
Oregon
$4.03M +$3.86M +7,794 New
SC
704
Scotia Capital
Ontario, Canada
$3.99M -$651K -1,316 -15%
Qube Research & Technologies (QRT)
705
Qube Research & Technologies (QRT)
United Kingdom
$3.98M -$84.7M -171,247 -96%
UB
706
UMB Bank
Missouri
$3.97M -$142K -286 -4%
RA
707
Rockingstone Advisors
Massachusetts
$3.97M -$16.3K -33 -0.4%
WJWM
708
Williams Jones Wealth Management
New York
$3.97M +$56.4K +114 +2%
VanEck Associates
709
VanEck Associates
New York
$3.97M -$230K -465 -6%
CS
710
Cannell & Spears
New York
$3.95M +$428K +865 +13%
BFW
711
Brady Family Wealth
Missouri
$3.91M -$37.1K -75 -1%
BFM
712
Boston Financial Management
Massachusetts
$3.9M +$21.3K +43 +0.6%
FDS
713
Freedom Day Solutions
Texas
$3.88M -$12.9K -26 -0.3%
RWM
714
Ritholtz Wealth Management
New York
$3.87M +$29.2K +59 +0.8%
PGIM
715
Pacific Global Investment Management
California
$3.85M -$15.8K -32 -0.4%
IWA
716
Invera Wealth Advisors
Oregon
$3.84M -$198K -400 -5%
SC
717
Settian Capital
New York
$3.83M – – –
CPC
718
Consolidated Planning Corp
Georgia
$3.82M +$240K +484 +7%
S
719
SignatureFD
Georgia
$3.8M +$35.6K +72 +1%
MCB
720
Morton Community Bank
Illinois
$3.77M -$99K -200 -3%
LFS
721
Legacy Financial Strategies
Kansas
$3.76M +$1.98K +4 +0.1%
CIA
722
Concurrent Investment Advisors
Florida
$3.75M +$28.7K +58 +0.8%
Nomura Holdings
723
Nomura Holdings
Japan
$3.69M -$10.6M -21,412 -75%
RWP
724
RWA Wealth Partners
Massachusetts
$3.68M +$198K +400 +6%
PCIA
725
Prime Capital Investment Advisors
Kansas
$3.68M -$21.3K -43 -0.6%