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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
GI
826
GAMMA Investing
California
$2.42M +$378K +895 +18%
RPGK
827
Retirement Planning Group (Kansas)
Kansas
$2.42M +$74.3K +176 +3%
MWM
828
Mission Wealth Management
California
$2.41M +$681K +1,613 +35%
CSIC
829
Clifford Swan Investment Counsel
California
$2.4M -$19.4K -46 -0.8%
CF
830
Collier Financial
Colorado
$2.4M +$5.49K +13 +0.2%
PAS
831
Park Avenue Securities
New York
$2.4M -$728K -1,724 -23%
PWAM
832
Papamarkou Wellner Asset Management
New York
$2.4M – – –
BFC
833
Blue Fin Capital
Rhode Island
$2.39M +$66.3K +157 +3%
TIM
834
Triad Investment Management
California
$2.39M +$940K +2,225 +61%
WSC
835
Wellington Shields & Co
New York
$2.36M – – –
B
836
Bensler
Washington
$2.34M +$25.3K +60 +1%
KP
837
Keel Point
Alabama
$2.34M -$399K -945 -14%
EML
838
Eos Management LP
New York
$2.33M – – –
MM
839
Meridian Management
Arkansas
$2.32M -$153K -363 -6%
ASBI
840
American State Bank (Iowa)
Iowa
$2.29M +$251K +595 +12%
AWA
841
Arkadios Wealth Advisors
Georgia
$2.29M -$1.55M -3,659 -39%
CBA
842
Coastal Bridge Advisors
Connecticut
$2.28M -$27.4K -65 -1%
Capital Research Global Investors
843
Capital Research Global Investors
California
$2.27M -$117M -277,266 -98%
MYIA
844
Mount Yale Investment Advisors
Colorado
$2.26M -$1.49M -3,536 -39%
WJWM
845
Williams Jones Wealth Management
New York
$2.26M -$34.2K -81 -1%
CP
846
Cumberland Partners
Ontario, Canada
$2.26M +$257K +609 +12%
SCTC
847
Sanibel Captiva Trust Company
Florida
$2.23M +$79.4K +188 +4%
PCM
848
Polymer Capital Management
New York
$2.21M +$1.91M +4,534 +504%
PI
849
Pettee Investors
Connecticut
$2.21M – – –
WBC
850
Westpac Banking Corp
Australia
$2.21M +$749K +1,774 +49%