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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
776
IHT Wealth Management
Illinois
$34K -$24.5K -150 -44%
CHP
777
Cable Hill Partners
Oregon
$34K +$15.3K +94 +94%
PFA
778
Pathway Financial Advisors
Vermont
$34K +$32.7K +200 New
PW
779
Price Wealth
Texas
$34K +$33K +202 New
BGIM
780
Brandywine Global Investment Management
Pennsylvania
$33K
PMFA
781
Plante Moran Financial Advisors
Michigan
$31K
PFBT
782
Parkside Financial Bank & Trust
Missouri
$29K -$653 -4 -2%
ZB
783
Zions Bancorporation
Utah
$29K
WEC
784
Winslow Evans & Crocker
Massachusetts
$29K +$28.1K +172 New
AIM
785
Advantage Investment Management
Iowa
$28K +$490 +3 +2%
MOS
786
MGO One Seven
Ohio
$27K +$26.4K +162 New
SPIA
787
Steward Partners Investment Advisory
New York
$26K +$6.04K +37 +31%
PFGIA
788
Patriot Financial Group Insurance Agency
Massachusetts
$24K
VIA
789
Vantage Investment Advisors
Pennsylvania
$24K
CCM
790
Covington Capital Management
California
$24K +$23.3K +143 New
VFA
791
Valeo Financial Advisors
Indiana
$23K +$18.9K +116 +611%
EARNEST Partners
792
EARNEST Partners
Georgia
$22K +$20.7K +127 New
FDCDDQ
793
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.5K +$6.04K +37 +41%
BAM
794
Barrett Asset Management
New York
$21K
AIL
795
AGF Investments LLC
Ontario, Canada
$20K +$19.6K +120 New
CB
796
CNB Bank
Pennsylvania
$19K +$18.3K +112 New
AP
797
Advisors Preferred
Maryland
$17K -$49.5K -303 -75%
QAM
798
QCI Asset Management
New York
$17K -$8.16K -50 -33%
EFSCE
799
Enterprise Financial Services Corp (EFSC)
Missouri
$17K
FHA
800
First Horizon Advisors
Tennessee
$17K