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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
701
BNC Wealth Management
Oregon
$4.3M +$427K +842 +11%
AAP
702
Arax Advisory Partners
Colorado
$4.28M +$384K +757 +10%
PWP
703
Private Wealth Partners
California
$4.26M -$22.8K -45 -0.5%
CIC
704
Cutler Investment Counsel
Oregon
$4.23M -$113K -222 -3%
PMWMG
705
Parr McKnight Wealth Management Group
Minnesota
$4.21M +$4.29M +8,457 New
QCM
706
Qsemble Capital Management
New York
$4.16M +$1.48M +2,919 +54%
DPL
707
Danica Pension Livsforsikrings
$4.14M – – –
DI
708
Diligent Investors
California
$4.12M -$279K -550 -6%
CS
709
CapitalatWork SA
$4.11M – – –
SC
710
Scholtz & Company
Connecticut
$4.1M +$209K +412 +5%
CGIM
711
Capital Group Investment Management
Singapore
$4.06M -$125K -247 -3%
PAG
712
Private Advisor Group
New Jersey
$4.04M -$160K -316 -4%
VanEck Associates
713
VanEck Associates
New York
$3.99M +$130K +256 +3%
SCM
714
Shelton Capital Management
Colorado
$3.99M -$17.3K -34 -0.4%
KFBMI
715
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.98M – – –
CIA
716
Concurrent Investment Advisors
Florida
$3.96M +$348K +685 +9%
BFM
717
Boston Financial Management
Massachusetts
$3.95M +$198K +390 +5%
Impax Asset Management Group
718
Impax Asset Management Group
United Kingdom
$3.94M -$122K -241 -3%
UB
719
UMB Bank
Missouri
$3.9M +$73.1K +144 +2%
PA
720
PFG Advisors
Arizona
$3.86M -$94.4K -186 -2%
SC
721
Scotia Capital
Ontario, Canada
$3.83M -$13.2K -26 -0.3%
RWM
722
Ritholtz Wealth Management
New York
$3.83M +$97.9K +193 +3%
CTC
723
Central Trust Company
Missouri
$3.81M -$93.4K -184 -2%
FDS
724
Freedom Day Solutions
Texas
$3.8M +$60.4K +119 +2%
CPC
725
Consolidated Planning Corp
Georgia
$3.79M +$105K +206 +3%