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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
826
Sentry Investment Management
Wisconsin
$1.47M +$3.29K +9 +0.2%
WHCI
827
W.H. Cornerstone Investments
Massachusetts
$1.47M +$4.38K +12 +0.3%
MNBTD
828
Moody National Bank Trust Division
Texas
$1.46M
VFA
829
Voya Financial Advisors
Connecticut
$1.46M +$76K +208 +6%
RC
830
Roundview Capital
New Jersey
$1.45M +$3.29K +9 +0.2%
APWM
831
Atlas Private Wealth Management
New York
$1.45M +$642K +1,757 +95%
WP
832
WealthSource Partners
California
$1.44M +$661K +1,810 +102%
BWP
833
Baldwin Wealth Partners
Massachusetts
$1.44M
RMDI
834
R.M. Davis Inc
Maine
$1.43M -$81.8K -224 -6%
AG
835
AIA Group
Hong Kong
$1.43M +$342K +936 +36%
QPBE
836
Quintet Private Bank (Europe)
Luxembourg
$1.43M -$4.03M -11,039 -75%
QI
837
Qtron Investments
Massachusetts
$1.42M +$535K +1,465 +70%
PM
838
Parametrica Management
Hong Kong
$1.41M +$1.28M +3,513 New
TAM
839
Tealwood Asset Management
Minnesota
$1.4M -$9.5K -26 -0.7%
WBC
840
Westpac Banking Corp
Australia
$1.39M -$10.6M -29,011 -89%
QCG
841
Quadrant Capital Group
Ohio
$1.39M +$66.9K +183 +6%
CB
842
Cadence Bank
Mississippi
$1.39M -$95.7K -262 -7%
VWM
843
Venturi Wealth Management
Texas
$1.39M +$44.2K +121 +4%
SIA
844
Schechter Investment Advisors
Michigan
$1.38M +$5.85K +16 +0.5%
RMCM
845
Reynders McVeigh Capital Management
Massachusetts
$1.38M +$5.85K +16 +0.5%
SWPG
846
Strategic Wealth Partners Group
Illinois
$1.38M +$99.7K +273 +9%
CFCI
847
Comprehensive Financial Consultants Institutional
Indiana
$1.37M +$39.5K +108 +3%
FPCP
848
Fort Point Capital Partners
California
$1.36M +$16.1K +44 +1%
Nomura Holdings
849
Nomura Holdings
Japan
$1.36M +$30.7K +84 +3%
RWA
850
River Wealth Advisors
Pennsylvania
$1.36M -$104K -286 -8%