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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
BP
776
Ballentine Partners
Massachusetts
$222K -$26.9K -139 -12%
SDAM
777
Shulman DeMeo Asset Management
New York
$221K +$204K +1,051 New
VCM
778
Versant Capital Management
Arizona
$220K -$1.16K -6 -0.6%
LSAG
779
Lake Street Advisors Group
New Hampshire
$219K +$201K +1,039 New
KCPG
780
Kavar Capital Partners Group
Kansas
$219K +$201K +1,040 New
BB
781
Busey Bank
Illinois
$218K +$200K +1,035 New
GAG
782
GM Advisory Group
New York
$217K +$200K +1,033 New
WPW
783
Waldron Private Wealth
Pennsylvania
$216K +$199K +1,029 New
BMA
784
Brooks Moore & Associates
Tennessee
$211K -$58.1K -300 -23%
LA
785
Lau Associates
Delaware
$211K -$58.1K -300 -23%
FNBOO
786
First National Bank of Omaha
Nebraska
$211K -$38.7K -200 -17%
MA
787
Montag & Associates
Georgia
$211K +$194K +1,000 New
PP
788
Palladium Partners
Virginia
$211K +$194K +1,000 New
MFG
789
Magnus Financial Group
New York
$211K +$194K +1,002 New
SIA
790
Starfire Investment Advisers
Michigan
$210K +$194K +1,000 New
EFS
791
Essex Financial Services
Connecticut
$204K +$188K +969 New
SFG
792
StrategIQ Financial Group
Indiana
$202K +$186K +960 New
WAM
793
Wealthspire Advisors (Maryland)
Maryland
$199K +$2.71K +14 +2%
S
794
Seeyond
France
$182K – – –
ST
795
Smithfield Trust
Pennsylvania
$181K – – –
PHK
796
Point72 Hong Kong
Hong Kong
$178K +$163K +844 New
EI
797
Ellevest Inc
New York
$171K – – –
BDWM
798
Brewin Dolphin Wealth Management
Ireland
$168K -$19.4K -100 -11%
TI
799
Truehand Inc
New Hampshire
$168K – – –
TC
800
Trust Company
Kansas
$168K – – –