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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
826
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.77M -$30.9K -62 -1%
GI
827
GAMMA Investing
California
$2.76M +$508K +1,017 +24%
WC
828
Waterloo Capital
Texas
$2.76M +$196K +392 +8%
ACM
829
Aquatic Capital Management
Illinois
$2.74M -$11.6M -23,276 -82%
PP
830
Postrock Partners
Oregon
$2.74M
VWM
831
Vivid Wealth Management
Iowa
$2.74M +$14K +28 +0.5%
WP
832
WealthShield Partners
North Carolina
$2.7M +$61.9K +124 +2%
BFC
833
Blue Fin Capital
Rhode Island
$2.69M +$7.99K +16 +0.3%
MK
834
MASTERINVEST Kapitalanlage
$2.69M +$2.54M +5,098 New
AWA
835
Arkadios Wealth Advisors
Georgia
$2.69M +$816K +1,636 +47%
PA
836
Pinnacle Associates
New York
$2.68M +$54.9K +110 +2%
QI
837
Qtron Investments
Massachusetts
$2.67M
BA
838
Bellwether Advisors
Nebraska
$2.66M -$1.1M -2,205 -30%
CCG
839
Chatham Capital Group
Georgia
$2.65M +$236K +473 +10%
WPC
840
Wedmont Private Capital
Pennsylvania
$2.64M +$122K +244 +5%
VFM
841
Viking Fund Management
North Dakota
$2.64M
IEFM
842
IQ EQ Fund Management
Ireland
$2.63M +$20K +40 +0.8%
CGIM
843
Capital Group Investment Management
Singapore
$2.63M -$115K -230 -4%
MG
844
Mather Group
Illinois
$2.62M +$96.3K +193 +4%
HBT
845
Hills Bank & Trust
Iowa
$2.62M -$89.3K -179 -3%
CWP
846
Cyndeo Wealth Partners
Florida
$2.6M +$153K +307 +7%
WWM
847
Western Wealth Management
Colorado
$2.59M +$186K +373 +8%
AIC
848
Argus Investors Counsel
New York
$2.58M -$227K -455 -8%
SG Americas Securities
849
SG Americas Securities
New York
$2.58M +$489K +979 +25%
CWM
850
Chemistry Wealth Management
New York
$2.57M +$53.9K +108 +2%