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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
SW
776
SVB Wealth
Massachusetts
$1.57M -$304K -853 -16%
Verition Fund Management
777
Verition Fund Management
Connecticut
$1.55M -$7.78M -21,813 -83%
WCM
778
Whitener Capital Management
North Carolina
$1.55M -$35.6K -100 -2%
TMAM
779
Tokio Marine Asset Management
Japan
$1.55M -$22.6M -63,469 -93%
SKK
780
Shepherd Kaplan Krochuk
Massachusetts
$1.55M
VFA
781
Voya Financial Advisors
Connecticut
$1.55M +$207K +582 +14%
SWM
782
Spire Wealth Management
Virginia
$1.54M -$6.4M -17,949 -80%
EF
783
Empowered Funds
Pennsylvania
$1.52M +$38.5K +108 +2%
AWM
784
Apollon Wealth Management
South Carolina
$1.51M +$87.7K +246 +6%
TF
785
Threadgill Financial
Texas
$1.51M +$464K +1,302 +41%
JCM
786
Jacobsen Capital Management
Utah
$1.51M -$140K -394 -8%
CI
787
Cigna Investments
Connecticut
$1.5M -$613K -1,719 -28%
LFS
788
Legacy Financial Strategies
Kansas
$1.5M +$123K +344 +8%
BTW
789
Boston Trust Walden
Massachusetts
$1.49M +$713 +2 +0%
CPC
790
Consolidated Planning Corp
Georgia
$1.49M +$1.58M +4,425 New
LT
791
Lindsell Train
United Kingdom
$1.49M
RI
792
Redwood Investments
Massachusetts
$1.48M -$62.4K -175 -4%
ACM
793
Ashford Capital Management
Delaware
$1.48M -$1.78K -5 -0.1%
CGL
794
Clarius Group LLC
Washington
$1.47M +$449K +1,260 +41%
EL
795
ERN LLC
Delaware
$1.46M +$1.55M +4,344 New
PWAG
796
Polaris Wealth Advisory Group
California
$1.44M
ATC
797
Argent Trust Co
Tennessee
$1.44M +$55.3K +155 +4%
BAM
798
Belpointe Asset Management
Nevada
$1.44M
QPBE
799
Quintet Private Bank (Europe)
Luxembourg
$1.43M +$1.28M +3,593 New
PA
800
Parallel Advisors
California
$1.42M +$205K +574 +16%