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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
751
Prospera Financial Services
Texas
$3.46M +$45.2K +89 +1%
FWM
752
Fortress Wealth Management
California
$3.46M -$4.57K -9 -0.1%
VA
753
Vident Advisory
Georgia
$3.46M +$395K +778 +13%
PI
754
Pettee Investors
Connecticut
$3.42M -$17.8K -35 -0.5%
AI
755
Aperture Investors
New York
$3.4M +$1.01M +1,992 +41%
RT
756
Rockland Trust
Massachusetts
$3.4M -$10.1M -19,878 -74%
PCIA
757
Prime Capital Investment Advisors
Kansas
$3.39M -$154K -303 -4%
WHAM
758
Windmill Hill Asset Management
United Kingdom
$3.39M +$48.2K +95 +1%
SAM
759
Silvercrest Asset Management
New York
$3.38M +$397K +783 +13%
HI
760
Horizon Investments
North Carolina
$3.38M +$74.6K +147 +2%
RA
761
Rockingstone Advisors
Massachusetts
$3.36M -$484K -953 -12%
AUB
762
Atlantic Union Bankshares
Virginia
$3.35M -$840K -1,656 -20%
LJAC
763
L.J. Altfest & Co
New York
$3.35M -$16.7K -33 -0.5%
BP
764
Ballentine Partners
Massachusetts
$3.34M -$10.1K -20 -0.3%
MWM
765
Meridian Wealth Management
Kentucky
$3.34M -$202K -398 -6%
HF
766
HRT Financial
New York
$3.27M +$3.34M +6,574 New
CIAS
767
CFS Investment Advisory Services
New Jersey
$3.23M -$23.8K -47 -0.7%
PWAM
768
Papamarkou Wellner Asset Management
New York
$3.21M +$3.27M +6,446 New
WSFS
769
Wilmington Savings Fund Society
Delaware
$3.2M +$5.58K +11 +0.2%
VSQM
770
V-Square Quantitative Management
Illinois
$3.2M +$46.7K +92 +1%
Fisher Asset Management
771
Fisher Asset Management
Washington
$3.17M -$83.2K -164 -3%
CAC
772
Certified Advisory Corp
Florida
$3.14M -$13.2K -26 -0.4%
BOH
773
Bank of Hawaii
Hawaii
$3.12M -$72.6K -143 -2%
WJWM
774
Williams Jones Wealth Management
New York
$3.06M -$776K -1,529 -20%
VI
775
Vestcor Inc
New Brunswick, Canada
$3.02M -$3.04K -6 -0.1%