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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
726
Cozad Asset Management
Illinois
$1.08M -$70.8K -210 -6%
FG
727
Foster Group
Iowa
$1.08M +$1.15M +3,412 New
ECM
728
Exchange Capital Management
Michigan
$1.08M -$3.04K -9 -0.3%
CI
729
Cavalier Investments
Georgia
$1.07M +$274K +813 +33%
OWM
730
OneAscent Wealth Management
Alabama
$1.07M +$1.1M +3,248 New
WSFS
731
Wilmington Savings Fund Society
Delaware
$1.06M -$32K -95 -3%
DWM
732
Dakota Wealth Management
Florida
$1.06M +$83.3K +247 +8%
FBT
733
First Bankers Trust
Kentucky
$1.06M +$81.6K +242 +8%
KAS
734
Kestra Advisory Services
Texas
$1.05M +$1.09M +3,218 +8,468%
SW
735
SVB Wealth
Massachusetts
$1.05M +$17.2K +51 +2%
LSA
736
Leonteq Securities AG
Switzerland
$1.05M +$1.08M +3,196 New
LFS
737
Legacy Financial Strategies
Kansas
$1.05M +$6.41K +19 +0.6%
RMDI
738
R.M. Davis Inc
Maine
$1.05M +$1.08M +3,191 New
AP
739
Appleton Partners
Massachusetts
$1.04M -$64.1K -190 -6%
SF
740
Synovus Financial
Georgia
$1.04M +$48.9K +145 +5%
LWCFA
741
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.04M
IWC
742
Integrated Wealth Concepts
Massachusetts
$1.03M -$2.36K -7 -0.2%
WP
743
WMS Partners
Maryland
$1.03M +$28.3K +84 +3%
MA
744
Mezzasalma Advisors
New Jersey
$1.03M +$1.05M +3,125 New
MPWT
745
MassMutual Private Wealth & Trust
Connecticut
$1.02M -$14.2K -42 -1%
EA
746
Emerald Advisers
Pennsylvania
$991K +$422K +1,251 +71%
KCMRT
747
Kemper Corp Master Retirement Trust
Illinois
$986K -$253K -750 -20%
QI
748
Qtron Investments
Massachusetts
$986K +$97.8K +290 +11%
AIC
749
Ayalon Insurance Company
Israel
$985K -$292K -865 -22%
BAMF
750
BI Asset Management Fondsmaeglerselskab
Denmark
$978K -$6.81M -20,198 -87%