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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
726
Fortress Wealth Management
California
$3.11M +$3K +7 +0.1%
MC
727
Machina Capital
France
$3.1M +$1.15M +2,685 +63%
CPC
728
Consolidated Planning Corp
Georgia
$3.08M +$533K +1,243 +22%
PI
729
Pettee Investors
Connecticut
$3.08M -$311K -724 -9%
DAS
730
Dynamic Advisor Solutions
Arizona
$3.08M -$75.1K -175 -2%
TAM
731
Tocqueville Asset Management
New York
$3.05M -$38.6K -90 -1%
SCM
732
Sirios Capital Management
Massachusetts
$3.04M -$1.85M -4,305 -39%
Arrowstreet Capital
733
Arrowstreet Capital
Massachusetts
$3.04M +$2.92M +6,808 New
CS
734
Cannell & Spears
New York
$3.03M -$6.01K -14 -0.2%
CAC
735
Certified Advisory Corp
Florida
$3.02M -$15.4K -36 -0.5%
BCM
736
BlueMar Capital Management
Florida
$3.01M -$493K -1,148 -15%
RWP
737
RWA Wealth Partners
Massachusetts
$3M -$128K -299 -4%
WHAM
738
Windmill Hill Asset Management
United Kingdom
$2.99M – – –
HI
739
Horizon Investments
North Carolina
$2.98M +$33.9K +79 +1%
KNW
740
Kesler Norman & Wride
Utah
$2.97M -$39.5K -92 -1%
BFG
741
Bleakley Financial Group
New Jersey
$2.96M +$45.9K +107 +2%
SW
742
Simplicity Wealth
New Jersey
$2.95M +$60.1K +140 +2%
CIAS
743
CFS Investment Advisory Services
New Jersey
$2.95M -$7.72K -18 -0.3%
OCM
744
Olstein Capital Management
New York
$2.9M – – –
CSIC
745
Clifford Swan Investment Counsel
California
$2.88M -$10.7K -25 -0.4%
QIM
746
Quantitative Investment Management
Virginia
$2.88M -$4.97M -11,573 -64%
AAM
747
Azzad Asset Management
Virginia
$2.85M -$4.72K -11 -0.2%
BPAMU
748
BTG Pactual Asset Management US
New York
$2.85M +$2.74M +6,391 New
MC
749
Mirabaud & Cie
Switzerland
$2.85M -$151K -353 -5%
BOH
750
Bank of Hawaii
Hawaii
$2.84M -$117K -272 -4%