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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CK
751
Cohen Klingenstein
New York
$1.86M
IWS
752
Insight Wealth Strategies
California
$1.86M -$47.9K -136 -2%
Harris Associates
753
Harris Associates
Illinois
$1.86M -$492K -1,397 -21%
PAG
754
Private Advisor Group
New Jersey
$1.86M +$291K +828 +18%
MAM
755
Morse Asset Management
Connecticut
$1.84M +$1.64M +4,654 +667%
HI
756
Horizon Investments
North Carolina
$1.84M -$530K -1,506 -22%
EF
757
Empowered Funds
Pennsylvania
$1.84M +$1.87M +5,324 New
AG
758
Ascent Group
Virginia
$1.83M -$281K -798 -13%
RWM
759
Ritholtz Wealth Management
New York
$1.82M -$172K -490 -8%
EWM
760
Elite Wealth Management
Washington
$1.82M -$10.2K -29 -0.5%
MIA
761
MMBG Investment Advisors
Florida
$1.82M
ASBI
762
American State Bank (Iowa)
Iowa
$1.79M +$10.6K +30 +0.6%
WR
763
WD Rutherford
Oregon
$1.79M -$8.8K -25 -0.5%
BAM
764
Belpointe Asset Management
Nevada
$1.78M +$143K +405 +9%
LAIC
765
Lederer & Associates Investment Counsel
California
$1.76M -$1.41K -4 -0.1%
QCM
766
Quantinno Capital Management
New York
$1.73M +$324K +920 +22%
AI
767
AXS Investments
New York
$1.73M +$17.9K +51 +1%
S
768
SignatureFD
Georgia
$1.73M -$12.3K -35 -0.7%
CWM
769
Chemistry Wealth Management
New York
$1.72M +$50K +142 +3%
FFG
770
Frisch Financial Group
New York
$1.72M
VFM
771
Viking Fund Management
North Dakota
$1.72M
AFM
772
Anson Funds Management
Texas
$1.72M +$1.76M +5,000 New
WP
773
WealthPLAN Partners
Nebraska
$1.72M -$1.25M -3,550 -42%
CAM
774
Cypress Asset Management
Texas
$1.72M -$29.9K -85 -2%
RSWM
775
Robertson Stephens Wealth Management
California
$1.72M -$74.6K -212 -4%