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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
726
Dakota Wealth Management
Florida
$1.07M +$807K +2,286 +335%
TC
727
Tatro Capital
Kentucky
$1.06M -$1.04M -2,936 -50%
AT
728
Arden Trust
Delaware
$1.06M -$17.6K -50 -2%
BJL
729
Brighton Jones LLC
Washington
$1.06M +$168K +475 +19%
EB
730
Eastern Bank
Massachusetts
$1.06M -$35.3K -100 -3%
GCC
731
Guardian Capital (Canada)
Ontario, Canada
$1.05M -$37K -105 -3%
CAN
732
Cetera Advisor Networks
California
$1.05M +$375K +1,063 +58%
DWM
733
Doyle Wealth Management
Florida
$1.03M
NHC
734
Nicholas Hoffman & Company
Georgia
$1.01M +$142K +403 +17%
GW
735
GW & Wade
Massachusetts
$1.01M -$9.17K -26 -0.9%
CCA
736
Checchi Capital Advisers
California
$997K +$2.47K +7 +0.3%
CS
737
Cannell & Spears
New York
$996K
LBA
738
Lowell Blake & Associates
Massachusetts
$992K
KAS
739
Kestra Advisory Services
Texas
$989K +$13.4K +38 New
LWS
740
Lucia Wealth Services
California
$988K +$62.8K +178 +7%
SMG
741
Spectrum Management Group
Indiana
$982K +$62.8K +178 +7%
KCM
742
Kanawha Capital Management
Virginia
$980K
UFF
743
USA Financial Formulas
Michigan
$979K +$956K +2,709 +38,700%
QI
744
Qtron Investments
Massachusetts
$977K
BCM
745
Brooktree Capital Management
Michigan
$973K +$22.9K +65 +2%
BWP
746
Baldwin Wealth Partners
Massachusetts
$970K
S
747
SignatureFD
Georgia
$970K +$39.2K +111 +4%
PK
748
Pflug Koory
Nebraska
$969K -$35.3K -100 -4%
ONB
749
Old National Bancorp
Indiana
$962K +$163K +463 +21%
Members Trust
750
Members Trust
Florida
$961K