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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
BDWM
801
Brewin Dolphin Wealth Management
Ireland
$809K +$249K +749 +49%
MMG
802
Monetary Management Group
Missouri
$797K
THWM
803
Taylor Hoffman Wealth Management
Virginia
$787K
BFM
804
Boston Financial Management
Massachusetts
$787K +$20K +60 +3%
VWM
805
Venturi Wealth Management
Texas
$780K -$368K -1,105 -33%
CG
806
Caprock Group
Idaho
$778K -$50.9K -153 -6%
AF
807
Advisornet Financial
Minnesota
$775K -$106K -319 -13%
ASN
808
Advisory Services Network
Georgia
$771K -$468K -1,407 -39%
CAM
809
Close Asset Management
United Kingdom
$771K
AssetMark Inc
810
AssetMark Inc
California
$767K -$5.66K -17 -0.8%
BIM
811
Baldwin Investment Management
Pennsylvania
$767K +$724K +2,175 New
MAM
812
Meeder Asset Management
Ohio
$762K +$346K +1,041 +93%
WB
813
WesBanco Bank
West Virginia
$762K +$719K +2,160 New
OFS
814
Orrstown Financial Services
Pennsylvania
$760K +$87.5K +263 +14%
LWAM
815
Legacy Wealth Asset Management
Minnesota
$759K +$21K +63 +3%
MIH
816
Meitav Investment House
Israel
$757K +$194K +583 +37%
PSUF
817
People's United Financial
Connecticut
$745K +$236K +710 +51%
TAM
818
Townsend Asset Management
North Carolina
$741K -$66.6K -200 -9%
SP
819
Symmetry Partners
Connecticut
$741K -$35.6K -107 -5%
CT
820
Chicago Trust
Illinois
$739K +$11.6K +35 +2%
BS
821
Bessemer Securities
New York
$736K +$186K +560 +37%
PFG
822
PAX Financial Group
Texas
$731K +$54.9K +165 +9%
PA
823
Parallel Advisors
California
$728K +$46.3K +139 +7%
PWM
824
Palumbo Wealth Management
New York
$725K +$1.33K +4 +0.2%
RCAG
825
Rehmann Capital Advisory Group
Michigan
$724K -$4.99K -15 -0.7%