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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
801
Frisch Financial Group
New York
$1.6M -$365K -1,000 -20%
GIA
802
Guyasuta Investment Advisors
Pennsylvania
$1.6M +$8.4K +23 +0.6%
WA
803
Wealth Alliance
New York
$1.6M +$436K +1,193 +43%
VIG
804
Vienna Insurance Group
Poland
$1.59M +$699K +1,912 +93%
CI
805
Cigna Investments
Connecticut
$1.58M +$4.38K +12 +0.3%
DCM
806
Decatur Capital Management
Georgia
$1.58M -$20.1K -55 -1%
AT
807
Arden Trust
Delaware
$1.57M +$36.2K +99 +3%
VFA
808
Valeo Financial Advisors
Indiana
$1.57M -$37.3K -102 -3%
PTC
809
Private Trust Company
Ohio
$1.56M +$8.4K +23 +0.6%
RI
810
Redwood Investments
Massachusetts
$1.56M -$40.6K -111 -3%
EWM
811
Evercore Wealth Management
New York
$1.55M -$3.29K -9 -0.2%
PA
812
Parallel Advisors
California
$1.53M +$128K +349 +10%
TAM
813
Trust Asset Management
Texas
$1.53M
BSW
814
Buckingham Strategic Wealth
Missouri
$1.53M +$15.3K +42 +1%
PA
815
Profund Advisors
Maryland
$1.53M -$29.6K -81 -2%
GFS
816
GYL Financial Synergies
Connecticut
$1.53M -$3.29K -9 -0.2%
CIC
817
Chilton Investment Company
Connecticut
$1.53M +$119K +326 +9%
BP
818
Ballentine Partners
Massachusetts
$1.52M +$152K +417 +12%
HPIA
819
Hamilton Point Investment Advisors
North Carolina
$1.52M
GAM
820
Gotham Asset Management
New York
$1.52M -$73.4K -201 -5%
PCM
821
Penserra Capital Management
California
$1.49M +$713K +1,952 +110%
NPA
822
Nichols & Pratt Advisers
Massachusetts
$1.48M +$183K +500 +16%
BEI
823
Benjamin Edwards Inc
Missouri
$1.48M -$16.1K -44 -1%
HSA
824
HBK Sorce Advisory
Pennsylvania
$1.48M -$32.9K -90 -2%
SWM
825
Spire Wealth Management
Virginia
$1.48M -$62.8K -172 -4%