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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
826
TCI Wealth Advisors
Arizona
$51K +$3.95K +20 +9%
QAM
827
QCI Asset Management
New York
$50K +$28.6K +145 +145%
PFBT
828
Parkside Financial Bank & Trust
Missouri
$47K +$7.7K +39 +20%
PW
829
Price Wealth
Texas
$45K +$24.3K +123 +122%
OIA
830
OneDigital Investment Advisors
Kansas
$45K +$43.9K +222 New
JCM
831
Jacobi Capital Management
Pennsylvania
$41K
PFA
832
Pathway Financial Advisors
Vermont
$41K
BGIM
833
Brandywine Global Investment Management
Pennsylvania
$40K
ZB
834
Zions Bancorporation
Utah
$40K
GCM
835
Gables Capital Management
Florida
$40K +$39.5K +200 New
PMFA
836
Plante Moran Financial Advisors
Michigan
$37K
FPFS
837
First Personal Financial Services
North Carolina
$33K -$38.3K -194 -54%
IFAM
838
Institutional & Family Asset Management
Colorado
$33K -$2.77K -14 -8%
CHP
839
Cable Hill Partners
Oregon
$32K
RFA
840
Reilly Financial Advisors
California
$32K
WIM
841
Westside Investment Management
California
$29.4K +$14.2K +72 +100%
CCM
842
Covington Capital Management
California
$29K
VIA
843
Vantage Investment Advisors
Pennsylvania
$29K
FDCDDQ
844
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.1K +$2.17K +11 +9%
PFGIA
845
Patriot Financial Group Insurance Agency
Massachusetts
$28K
VFA
846
Valeo Financial Advisors
Indiana
$28K +$395 +2 +1%
RWP
847
RWA Wealth Partners
Massachusetts
$27K +$395 +2 +2%
EARNEST Partners
848
EARNEST Partners
Georgia
$26K
EFSCE
849
Enterprise Financial Services Corp (EFSC)
Missouri
$26K
AIM
850
Advantage Investment Management
Iowa
$25K -$8.69K -44 -27%