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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
ASBI
776
American State Bank (Iowa)
Iowa
$2.24M +$5.53K +14 +0.3%
AG
777
Ascent Group
Virginia
$2.24M +$139K +352 +7%
NIM
778
NEOS Investment Management
Connecticut
$2.24M +$487K +1,233 +32%
CPC
779
Consolidated Planning Corp
Georgia
$2.23M +$122K +310 +7%
AG
780
AIA Group
Hong Kong
$2.22M +$197K +499 +11%
AIC
781
Argus Investors Counsel
New York
$2.21M +$7.5K +19 +0.4%
VFM
782
Viking Fund Management
North Dakota
$2.2M – – –
MIA
783
MMBG Investment Advisors
Florida
$2.18M -$19.7K -50 -1%
EBT
784
Enterprise Bank & Trust
Massachusetts
$2.18M – – –
AMM
785
American Money Management
California
$2.17M +$5.13K +13 +0.3%
RSWM
786
Robertson Stephens Wealth Management
California
$2.16M +$6.71K +17 +0.3%
IA
787
IFP Advisors
Florida
$2.15M +$164K +416 +9%
CAM
788
Cozad Asset Management
Illinois
$2.15M -$380K -964 -16%
WCA
789
Waratah Capital Advisors
Ontario, Canada
$2.14M -$232K -589 -11%
VHAM
790
Van Hulzen Asset Management
California
$2.12M – – –
WIM
791
WealthPlan Investment Management
Nebraska
$2.12M +$154K +391 +9%
CG
792
Cynosure Group
Utah
$2.11M +$1.89M +4,792 New
LAIC
793
Lederer & Associates Investment Counsel
California
$2.11M -$40.6K -103 -2%
RCA
794
Resonant Capital Advisors
Wisconsin
$2.1M +$607K +1,538 +47%
MSFS
795
Main Street Financial Solutions
Pennsylvania
$2.1M +$65.1K +165 +4%
NB
796
NBT Bank
New York
$2.09M -$148K -375 -7%
ACM
797
Ashford Capital Management
Delaware
$2.08M +$374K +947 +25%
DL
798
DOHJ LLC
Washington
$2.06M +$601K +1,522 +48%
OIA
799
OneDigital Investment Advisors
Kansas
$2.05M -$25.7K -65 -1%
BCM
800
Bayesian Capital Management
New York
$2.05M +$1.83M +4,645 New