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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
801
Wealthspire Advisors (Maryland)
Maryland
$157K -$826 -4 -0.5%
NSIM
802
North Star Investment Management
Illinois
$157K
TC
803
Trust Company
Kansas
$156K
Carson Wealth (CWM LLC)
804
Carson Wealth (CWM LLC)
Nebraska
$154K +$5.57K +27 +4%
EDRH
805
Edmond de Rothschild Holding
Switzerland
$148K +$137K +663 +705%
CQS
806
Credential Qtrade Securities
$146K +$155K +749 New
CFGS
807
Concourse Financial Group Securities
Alabama
$143K +$151K +730 New
GLI
808
Guardian Life Insurance
New York
$139K +$3.51K +17 +2%
SSB
809
Sandy Spring Bank
Maryland
$137K
SLF
810
Sun Life Financial
Ontario, Canada
$135K +$1.65K +8 +1%
CGT
811
Capital Guardian Trust
California
$134K +$142K +686 New
CLM
812
ClearBridge LLC (Maryland)
Maryland
$133K -$18.6K -90 -12%
TL
813
TrueWealth LLC
Georgia
$122K
WSTAM
814
Wilbanks Smith & Thomas Asset Management
Virginia
$122K +$129K +623 New
ASN
815
Advisory Services Network
Georgia
$120K +$18.8K +91 +17%
CAW
816
Cornerstone Advisors (Washington)
Washington
$119K +$4.13K +20 +3%
KA
817
Kaizen Advisory
Illinois
$118K
BCP
818
Blue Chip Partners
Michigan
$117K
EMG
819
ETF Managers Group
New Jersey
$115K -$3.13M -15,154 -96%
BFEC
820
Benjamin F. Edwards & Company
Missouri
$112K
RE
821
RBC Europe
United Kingdom
$97.7K +$103K +500 New
CFA
822
Carroll Financial Associates
North Carolina
$97K -$4.54K -22 -4%
GP
823
Girard Partners
Pennsylvania
$97K +$103K +500 New
FANJ
824
Financial Architects (New Jersey)
New Jersey
$96K -$2.06K -10 -2%
CBT
825
Capital Bank & Trust
California
$94K +$91.4K +443 +1,136%