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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
SC
776
Skylands Capital
Wisconsin
$1.72M
BRWA
777
B. Riley Wealth Advisors
Florida
$1.71M +$169K +480 +11%
MYIA
778
Mount Yale Investment Advisors
Colorado
$1.71M -$281K -799 -14%
CG
779
Caprock Group
Idaho
$1.7M +$58.8K +167 +3%
HIP
780
Harrell Investment Partners
Texas
$1.7M +$91.9K +261 +6%
SW
781
Solidarity Wealth
Utah
$1.7M +$1.73M +4,926 New
AIM
782
Anchor Investment Management
South Carolina
$1.69M +$192K +545 +13%
AAP
783
Arax Advisory Partners
Colorado
$1.68M +$35.5K +101 +2%
WP
784
WealthShield Partners
North Carolina
$1.67M +$61.2K +174 +4%
AIC
785
Argus Investors Counsel
New York
$1.67M -$4.22K -12 -0.2%
BWL
786
Bogart Wealth LLC
Virginia
$1.67M +$45.8K +130 +3%
CCG
787
Chatham Capital Group
Georgia
$1.61M -$17.6K -50 -1%
Verition Fund Management
788
Verition Fund Management
Connecticut
$1.6M -$2.46K -7 -0.2%
IWC
789
Integrated Wealth Concepts
Massachusetts
$1.59M +$839K +2,385 +107%
AMM
790
American Money Management
California
$1.56M +$56K +159 +4%
MG
791
Mather Group
Illinois
$1.55M -$838K -2,380 -35%
WCM
792
Whitener Capital Management
North Carolina
$1.55M -$211K -600 -12%
MC
793
Machina Capital
France
$1.54M +$1.21M +3,442 +332%
CAM
794
Congress Asset Management
Massachusetts
$1.53M +$290K +823 +23%
GLR
795
Great Lakes Retirement
Ohio
$1.53M +$1.56M +4,435 New
LT
796
Lindsell Train
United Kingdom
$1.52M
XT
797
XTX Topco
Cayman Islands
$1.49M +$1.52M +4,329 New
BB
798
Bell Bank
North Dakota
$1.49M -$91.9K -261 -6%
CGA
799
Channing Global Advisors
Florida
$1.49M -$272K -772 -15%
PWAG
800
Polaris Wealth Advisory Group
California
$1.48M