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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
GBBWRPM
751
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$87K
NSIM
752
North Star Investment Management
Illinois
$87K
BFEC
753
Benjamin F. Edwards & Company
Missouri
$86K +$16K +98 +24%
SFG
754
SevenBridge Financial Group
Pennsylvania
$79K
LWCFA
755
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$78K
AssetMark Inc
756
AssetMark Inc
California
$75K -$3.27K -20 -4%
DBT
757
Dubuque Bank & Trust
Iowa
$68K
FPFS
758
First Personal Financial Services
North Carolina
$61K +$21.9K +134 +60%
THWM
759
Taylor Hoffman Wealth Management
Virginia
$60K +$57.8K +354 New
KTC
760
Kistler-Tiffany Companies
Pennsylvania
$59K
AAP
761
Arax Advisory Partners
Colorado
$56K
ARMC
762
American Research & Management Company
Massachusetts
$51K
CAW
763
Cornerstone Advisors (Washington)
Washington
$49K
SWP
764
Stratos Wealth Partners
Ohio
$48K +$46.2K +283 New
DCM
765
Delpha Capital Management
New York
$48K +$46.5K +285 New
GAM
766
Gemmer Asset Management
California
$45K
PCP
767
Proficio Capital Partners
Massachusetts
$45K +$1.47K +9 +4%
GWM
768
Geneos Wealth Management
Colorado
$45K +$26.3K +161 +149%
WPA
769
West Paces Advisors
Georgia
$44.6K
WA
770
Waverly Advisors
Alabama
$42K +$40.8K +250 New
TWA
771
TCI Wealth Advisors
Arizona
$39K
MIC
772
MU Investments Company
Japan
$36K -$16.3K -100 -32%
PCM
773
Prelude Capital Management
New York
$35K -$285K -1,746 -89%
GBT
774
Grove Bank & Trust
Florida
$35K
JCM
775
Jacobi Capital Management
Pennsylvania
$35K