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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
BG
801
Bollard Group
Massachusetts
$966K +$1.92K +5 +0.2%
Members Trust
802
Members Trust
Florida
$965K -$66.5K -173 -7%
LWP
803
Lumature Wealth Partners
Georgia
$962K +$179K +467 +25%
CA
804
Cetera Advisors
Colorado
$959K -$15K -39 -2%
PWM
805
Palumbo Wealth Management
New York
$955K +$105K +272 +13%
NWA
806
New World Advisors
Massachusetts
$955K +$894K +2,326 New
RPC
807
Rossmore Private Capital
Connecticut
$950K +$890K +2,315 New
OAM
808
Optimal Asset Management
California
$948K
BEI
809
Benjamin Edwards Inc
Missouri
$946K -$4.23K -11 -0.5%
PA
810
Parallel Advisors
California
$933K +$81.5K +212 +10%
MMG
811
Monetary Management Group
Missouri
$928K
BONST
812
Bank of Nova Scotia Trust
Ontario, Canada
$928K +$869K +2,261 New
VWM
813
Venturi Wealth Management
Texas
$918K +$10.8K +28 +1%
BFM
814
Boston Financial Management
Massachusetts
$915K
CAM
815
Close Asset Management
United Kingdom
$908K +$11.1K +29 +1%
LWAM
816
Legacy Wealth Asset Management
Minnesota
$902K +$18.4K +48 +2%
AssetMark Inc
817
AssetMark Inc
California
$898K +$5.38K +14 +0.6%
TAM
818
Trust Asset Management
Texas
$896K +$90.3K +235 +12%
AWP
819
Accretive Wealth Partners
New Jersey
$895K +$54.6K +142 +7%
FNT
820
First National Trust
Pennsylvania
$881K +$110K +287 +15%
QCG
821
Quadrant Capital Group
Ohio
$880K +$127K +330 +18%
GSEP
822
Golden State Equity Partners
California
$880K +$824K +2,143 New
RT
823
Rockland Trust
Massachusetts
$879K -$86.1K -224 -9%
TAM
824
Trillium Asset Management
Massachusetts
$878K -$94.2K -245 -10%
BIM
825
Baldwin Investment Management
Pennsylvania
$872K -$19.2K -50 -2%