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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
801
Ashford Capital Management
Delaware
$1.48M +$9.5K +27 +0.6%
CGIM
802
Capital Group Investment Management
Singapore
$1.47M -$130K -370 -8%
ICM
803
IMS Capital Management
Oregon
$1.47M +$10.6K +30 +0.7%
CPC
804
Consolidated Planning Corp
Georgia
$1.46M -$47.9K -136 -3%
CGL
805
Clarius Group LLC
Washington
$1.45M -$144K -410 -9%
GIA
806
Gladstone Institutional Advisory
Florida
$1.45M -$618K -1,756 -29%
LCM
807
Legato Capital Management
California
$1.45M +$95.7K +272 +7%
AWM
808
Avitas Wealth Management
California
$1.45M -$8.8K -25 -0.6%
MAS
809
Meeder Advisory Services
Ohio
$1.44M +$57.7K +164 +4%
WIM
810
WealthPlan Investment Management
Nebraska
$1.43M -$1.55M -4,392 -51%
TCM
811
Twin Capital Management
Pennsylvania
$1.43M +$1.46M +4,143 New
PCM
812
Parsons Capital Management
Rhode Island
$1.43M -$25.3K -72 -2%
LWP
813
Lumature Wealth Partners
Georgia
$1.42M -$198K -562 -12%
CCM
814
Coldstream Capital Management
Washington
$1.42M +$42.6K +121 +3%
BFC
815
Blue Fin Capital
Rhode Island
$1.42M -$7.74K -22 -0.5%
SIM
816
Sterling Investment Management
Arizona
$1.41M -$20.8K -59 -1%
CIC
817
Cutler Investment Counsel
Oregon
$1.41M +$2.11K +6 +0.1%
WS
818
Wedbush Securities
California
$1.41M +$73.2K +208 +5%
SCM
819
Stevens Capital Management
Pennsylvania
$1.4M +$877K +2,493 +158%
TSS
820
Two Sigma Securities
New York
$1.4M +$571K +1,623 +66%
LWCFA
821
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.4M +$28.5K +81 +2%
AWM
822
Apollon Wealth Management
South Carolina
$1.4M -$48.6K -138 -3%
VFA
823
Valeo Financial Advisors
Indiana
$1.38M -$266K -755 -16%
EM
824
Excalibur Management
Massachusetts
$1.38M
DCM
825
Decatur Capital Management
Georgia
$1.38M -$266K -755 -16%