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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
751
Focus Partners Wealth
Massachusetts
$2.95M +$1.93M +4,460 +180%
CIA
752
Concurrent Investment Advisors
Florida
$2.92M -$727K -1,678 -20%
BCM
753
Brasada Capital Management
Texas
$2.92M -$18.2K -42 -0.6%
SW
754
Solidarity Wealth
Utah
$2.9M +$2.96M +6,826 New
CAC
755
Certified Advisory Corp
Florida
$2.9M -$18.6K -43 -0.6%
CS
756
Cannell & Spears
New York
$2.89M +$333K +769 +13%
Simplex Trading
757
Simplex Trading
Illinois
$2.88M +$2.93M +6,763 New
KNW
758
Kesler Norman & Wride
Utah
$2.87M -$323K -746 -10%
CF
759
Centaurus Financial
California
$2.87M +$512K +1,181 +21%
FFA
760
First Foundation Advisors
California
$2.87M +$213K +492 +8%
MC
761
Mirabaud & Cie
Switzerland
$2.87M -$178K -410 -6%
WHAM
762
Windmill Hill Asset Management
United Kingdom
$2.86M +$182K +421 +7%
UM
763
UniSuper Management
Australia
$2.83M +$1.78M +4,099 +160%
CIAS
764
CFS Investment Advisory Services
New Jersey
$2.82M -$79.8K -184 -3%
BOH
765
Bank of Hawaii
Hawaii
$2.82M -$107K -248 -4%
LFS
766
Legacy Financial Strategies
Kansas
$2.81M -$9.97K -23 -0.3%
AIMCA
767
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.81M -$5.6M -12,910 -66%
OCA
768
Otter Creek Advisors
Florida
$2.81M +$1.3M +3,000 +83%
HI
769
Horizon Investments
North Carolina
$2.8M -$61.1K -141 -2%
BFG
770
Bleakley Financial Group
New Jersey
$2.77M +$59.8K +138 +2%
OCM
771
Olstein Capital Management
New York
$2.77M -$217K -500 -7%
HA
772
Herold Advisors
New York
$2.76M -$43.3K -100 -2%
CSIC
773
Clifford Swan Investment Counsel
California
$2.76M
SW
774
Simplicity Wealth
New Jersey
$2.76M +$2.81M +6,479 New
HBT
775
Hills Bank & Trust
Iowa
$2.73M -$52.4K -121 -2%