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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CGIM
801
Capital Group Investment Management
Singapore
$2.04M +$147K +372 +9%
PA
802
Parallel Advisors
California
$2.03M +$292K +740 +19%
FFA
803
Farther Finance Advisors
California
$2.02M +$1.34M +3,402 +286%
LSAG
804
Lake Street Advisors Group
New Hampshire
$2.01M +$1.8M +4,566 New
RB
805
Rodgers Brothers
Pennsylvania
$2.01M -$11.8K -30 -0.7%
CWP
806
Cyndeo Wealth Partners
Florida
$2M +$692K +1,754 +63%
GLR
807
Great Lakes Retirement
Ohio
$2M -$13.4K -34 -0.7%
CCG
808
Chatham Capital Group
Georgia
$2M -$43.4K -110 -2%
VA
809
Vident Advisory
Georgia
$2M -$1.46M -3,704 -45%
CWM
810
Chemistry Wealth Management
New York
$1.99M +$12.2K +31 +0.7%
AI
811
AXS Investments
New York
$1.99M -$122K -310 -6%
WCM
812
Whitener Capital Management
North Carolina
$1.98M – – –
GCM
813
Geneva Capital Management
Wisconsin
$1.97M -$90K -228 -5%
Jones Financial Companies
814
Jones Financial Companies
Missouri
$1.97M +$1.69M +4,276 +2,086%
PA
815
Profund Advisors
Maryland
$1.94M +$282K +714 +19%
LWAM
816
Legacy Wealth Asset Management
Minnesota
$1.94M -$4.34K -11 -0.2%
CSS
817
Cubist Systematic Strategies
Connecticut
$1.93M +$1.73M +4,378 New
RIA
818
Regal Investment Advisors
Michigan
$1.93M +$690K +1,749 +67%
WBC
819
Westpac Banking Corp
Australia
$1.93M -$42.6K -108 -2%
BRWA
820
B. Riley Wealth Advisors
Florida
$1.92M -$104K -264 -6%
BP
821
Ballentine Partners
Massachusetts
$1.89M +$141K +358 +9%
PCM
822
Parsons Capital Management
Rhode Island
$1.88M +$70.2K +178 +4%
CAM
823
Congress Asset Management
Massachusetts
$1.88M -$23.3K -59 -1%
HWM
824
HB Wealth Management
Georgia
$1.88M +$33.5K +85 +2%
DCM
825
Decatur Capital Management
Georgia
$1.88M +$123K +311 +8%