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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
776
Wealthspire Advisors (New York)
New York
$838K +$239K +708 +38%
HR
777
Howe & Rusling
New York
$835K
NFG
778
Nations Financial Group
Iowa
$831K +$29.3K +87 +4%
Members Trust
779
Members Trust
Florida
$829K -$48.2K -143 -5%
FA
780
FDx Advisors
Illinois
$829K -$22.6K -67 -3%
AF
781
Advisornet Financial
Minnesota
$827K -$2.02K -6 -0.2%
Vanguard Personalized Indexing Management
782
Vanguard Personalized Indexing Management
California
$816K +$181K +537 +28%
EF
783
Empirical Finance
Pennsylvania
$815K +$145K +429 +21%
SWM
784
SVA Wealth Management
Wisconsin
$807K +$381K +1,129 +85%
KWM
785
Kingsview Wealth Management
Oregon
$807K +$828K +2,455 New
GFPC
786
Global Financial Private Client
Florida
$798K -$67.5K -200 -8%
CCB
787
Cutter & Co Brokerage
Missouri
$798K +$61.1K +181 +8%
GA
788
GoalVest Advisory
New York
$797K +$818K +2,424 New
FA
789
FMA Advisory
Pennsylvania
$796K +$675 +2 +0.1%
JLBC
790
J.L. Bainbridge & Co
Florida
$796K +$675 +2 +0.1%
TAM
791
Trillium Asset Management
Massachusetts
$794K -$7.42K -22 -0.9%
CCA
792
Checchi Capital Advisers
California
$786K -$127K -375 -14%
DAS
793
Dynamic Advisor Solutions
Arizona
$786K +$113K +336 +16%
RT
794
Rockland Trust
Massachusetts
$778K -$11.8K -35 -1%
CG
795
Caprock Group
Idaho
$775K -$34.7K -103 -4%
BG
796
Bollard Group
Massachusetts
$773K
SC
797
SRB Corp
Massachusetts
$772K +$792K +2,349 New
BFA
798
Beaumont Financial Advisors
Massachusetts
$768K +$675 +2 +0.1%
S
799
SignatureFD
Georgia
$767K -$121K -358 -13%
PP
800
Patten & Patten
Tennessee
$762K +$371K +1,100 +90%