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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
751
Meridian Wealth Management
Kentucky
$2.82M +$2.71M +6,315 New
HBT
752
Hills Bank & Trust
Iowa
$2.81M -$50.6K -118 -2%
BP
753
Ballentine Partners
Massachusetts
$2.81M +$556K +1,296 +26%
LWCFA
754
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.8M +$1.27M +2,962 +107%
GS
755
GTS Securities
Florida
$2.76M +$2.33M +5,441 +724%
TCOV
756
Trust Company of Vermont
Vermont
$2.75M -$5.15K -12 -0.2%
CI
757
Ceera Investments
Texas
$2.73M -$10.7K -25 -0.4%
VSQM
758
V-Square Quantitative Management
Illinois
$2.72M -$447K -1,043 -15%
HA
759
Herold Advisors
New York
$2.71M -$174K -405 -6%
VI
760
Vestcor Inc
New Brunswick, Canada
$2.71M
SAM
761
Silvercrest Asset Management
New York
$2.69M -$2M -4,671 -44%
Fisher Asset Management
762
Fisher Asset Management
Washington
$2.69M +$21.9K +51 +0.9%
CFIA
763
Cantor Fitzgerald Investment Advisors
New York
$2.68M +$2.57M +6,000 New
CGIM
764
Capital Group Investment Management
Singapore
$2.66M
VA
765
Vident Advisory
Georgia
$2.66M +$341K +794 +15%
LT
766
Lindsell Train
United Kingdom
$2.65M
TYCC
767
Texas Yale Capital Corp
Florida
$2.64M +$42.5K +99 +2%
HAG
768
HighPoint Advisor Group
Illinois
$2.62M +$765K +1,783 +50%
HCPC
769
Hamilton Capital Partners (Canada)
$2.6M +$278K +648 +13%
SIM
770
Sterling Investment Management
Arizona
$2.59M -$32.6K -76 -1%
CRA
771
Clear Rock Advisors
Texas
$2.58M +$93.5K +218 +4%
AG
772
Ascent Group
Virginia
$2.56M +$187K +436 +8%
CCG
773
Cypress Capital Group
Florida
$2.55M -$129K -300 -5%
MSFS
774
Main Street Financial Solutions
Pennsylvania
$2.55M +$292K +680 +14%
FP
775
Factorial Partners
New York
$2.54M