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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
PA
751
Parallel Advisors
California
$209K +$29.2K +163 +15%
UB
752
UMB Bank
Missouri
$209K +$221K +1,233 New
MIC
753
Meridian Investment Counsel
California
$205K – – –
FNBOO
754
First National Bank of Omaha
Nebraska
$204K -$269K -1,500 -56%
BP
755
Ballentine Partners
Massachusetts
$204K -$19.7K -110 -8%
CCT
756
Country Club Trust
Missouri
$204K -$2.69K -15 -1%
SBWM
757
Sunflower Bank Wealth Management
Arizona
$204K – – –
SC
758
Savant Capital
Illinois
$201K -$5.37K -30 -2%
CWM
759
Confluence Wealth Management
Oregon
$200K +$211K +1,177 New
IBOK
760
Independence Bank of Kentucky
Kentucky
$198K – – –
Group One Trading
761
Group One Trading
Illinois
$196K -$9.67K -54 -4%
PCM
762
Prelude Capital Management
New York
$189K +$11.6K +65 +6%
ECM
763
Elgethun Capital Management
South Dakota
$182K – – –
VCM
764
Versant Capital Management
Arizona
$179K – – –
CBT
765
Capital Bank & Trust
California
$172K +$94.9K +530 +110%
CAM
766
Cresset Asset Management
Illinois
$160K +$169K +941 New
WAM
767
Wealthspire Advisors (Maryland)
Maryland
$158K +$22.7K +127 +16%
BDWM
768
Brewin Dolphin Wealth Management
Ireland
$153K – – –
SIAS
769
Shine Investment Advisory Services
Colorado
$148K – – –
ST
770
Smithfield Trust
Pennsylvania
$147K -$5.37K -30 -3%
S
771
Seeyond
France
$147K +$155K +863 New
CQS
772
Credential Qtrade Securities
$140K +$13.8K +77 +10%
CYG
773
Clean Yield Group
Vermont
$140K -$251K -1,400 -63%
EI
774
Ellevest Inc
New York
$138K +$145K +812 New
NSIM
775
North Star Investment Management
Illinois
$137K – – –