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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
BP
776
Ballentine Partners
Massachusetts
$854K +$99.5K +282 +14%
BG
777
Bollard Group
Massachusetts
$847K -$498K -1,412 -38%
TAM
778
Townsend Asset Management
North Carolina
$847K
BFA
779
Beaumont Financial Advisors
Massachusetts
$842K -$18.3K -52 -2%
CRC
780
Curi RMB Capital
Illinois
$842K -$2.82K -8 -0.3%
AWC
781
Abundance Wealth Counselors
Pennsylvania
$833K +$83.3K +236 +11%
S
782
Seeyond
France
$824K +$5.64K +16 +0.7%
RMCM
783
Reynders McVeigh Capital Management
Massachusetts
$819K -$79.4K -225 -9%
CAM
784
Close Asset Management
United Kingdom
$815K
GG
785
Gofen & Glossberg
Illinois
$812K +$115K +326 +17%
CCB
786
Cutter & Co Brokerage
Missouri
$810K +$114K +322 +17%
RIM
787
Redwood Investment Management
Arizona
$807K +$789K +2,237 New
THWM
788
Taylor Hoffman Wealth Management
Virginia
$804K -$681K -1,929 -46%
LIM
789
Leavell Investment Management
Alabama
$799K
SFSIG
790
San Francisco Sentry Investment Group
California
$798K +$21.2K +60 +3%
AC
791
Arjuna Capital
North Carolina
$795K +$4.94K +14 +0.6%
OFS
792
OneAscent Financial Services
Alabama
$789K +$297K +842 +63%
BFM
793
Boston Financial Management
Massachusetts
$783K -$26.8K -76 -3%
Verition Fund Management
794
Verition Fund Management
Connecticut
$779K -$636K -1,804 -45%
Cetera Investment Advisers
795
Cetera Investment Advisers
Illinois
$768K +$57.5K +163 +8%
DTC
796
Davidson Trust Company
Washington
$767K +$12.7K +36 +2%
IDBONY
797
Israel Discount Bank of New York
New York
$743K -$22.9K -65 -3%
WAM
798
Wealthspire Advisors (Maryland)
Maryland
$743K +$221K +625 +44%
DAS
799
Dynamic Advisor Solutions
Arizona
$741K +$171K +486 +31%
EF
800
Empirical Finance
Pennsylvania
$739K +$145K +412 +25%