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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
MFW
801
Mosaic Family Wealth
Missouri
$17K
M
802
MOTCO
Texas
$17K
WA
803
Winfield Associates
Ohio
$17K +$1.8K +11 +13%
FMII
804
Farmers & Merchants Investments Inc
Nebraska
$15K +$1.47K +9 +11%
OWA
805
One Wealth Advisors
California
$15K +$14K +86 New
GFP
806
Gryphon Financial Partners
Ohio
$15K +$15.2K +93 New
WIM
807
Westside Investment Management
California
$13.6K -$816 -5 -6%
PO
808
Private Ocean
California
$13K +$12.4K +76 New
LA
809
Legacy Advisors
Pennsylvania
$12K
SGAM
810
Smith Group Asset Management
Texas
$12K
GI
811
Gradient Investments
Minnesota
$12K +$11.4K +70 New
GEA
812
Glen Eagle Advisors
New Jersey
$11K
SWP
813
Strategic Wealth Partners
Ohio
$11K +$10.4K +64 New
WTC
814
WhitTier Trust Company
Nevada
$10K
HIM
815
Hillsdale Investment Management
Ontario, Canada
$8K
KF
816
Krilogy Financial
Missouri
$8K
CBT
817
Capital Bank & Trust
California
$7K +$6.37K +39 New
GRP
818
Global Retirement Partners
California
$6K -$490 -3 -7%
TFO
819
Tarbox Family Office
California
$6K
WAS
820
WESPAC Advisors SoCal
California
$6K
BWM
821
Baystate Wealth Management
Massachusetts
$5K
GWS
822
Glassman Wealth Services
Virginia
$5K +$4.57K +28 New
LFA
823
Legacy Financial Advisors
Kentucky
$5K +$4.9K +30 New
LNB
824
Ledyard National Bank
$3K
MFBTD
825
MB Financial Bank - Trust Department
Illinois
$2K