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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
851
Waterway Wealth Management
Texas
$2.18M +$735K +1,741 +48%
KNW
852
Kesler Norman & Wride
Utah
$2.17M -$157K -372 -7%
SWP
853
Sagespring Wealth Partners
Tennessee
$2.16M +$62.1K +147 +3%
MYLI
854
Meiji Yasuda Life Insurance
Japan
$2.15M +$423K +1,001 +23%
Capstone Investment Advisors
855
Capstone Investment Advisors
New York
$2.13M -$3.03M -7,166 -58%
PP
856
Postrock Partners
Oregon
$2.13M +$8.02K +19 +0.4%
Dodge & Cox
857
Dodge & Cox
California
$2.12M -$84.5K -200 -4%
CWM
858
Chemistry Wealth Management
New York
$2.11M +$120K +283 +6%
SCP
859
Stamos Capital Partners
California
$2.1M +$92.1K +218 +4%
CAC
860
Certified Advisory Corp
Florida
$2.1M -$160K -379 -7%
CAM
861
Cypress Asset Management
Texas
$2.09M -$36.3K -86 -2%
SAM
862
Smartleaf Asset Management
Massachusetts
$2.05M
CPIG
863
Chicago Partners Investment Group
Illinois
$2.04M +$152K +361 +8%
FRA
864
Frank Rimerman Advisors
California
$2.04M -$55.7K -132 -3%
Los Angeles Capital Management
865
Los Angeles Capital Management
California
$2.04M -$1.23M -2,903 -37%
VFM
866
Viking Fund Management
North Dakota
$2.04M
ECP
867
Elwood Capital Partners
New York
$2.04M +$2.11M +5,000 New
PA
868
Pinnacle Associates
New York
$2.01M -$343K -812 -14%
PTP
869
Platform Technology Partners
New York
$2.01M +$154K +364 +8%
PA
870
PFW Advisors
Georgia
$1.98M +$1.82M +4,305 +758%
PWP
871
Private Wealth Partners
California
$1.97M -$1.08M -2,568 -35%
RC
872
Roundview Capital
New Jersey
$1.97M -$1.35M -3,188 -40%
PI
873
PineBridge Investments
New York
$1.97M +$1.1M +2,598 +116%
GFP
874
Gryphon Financial Partners
Ohio
$1.97M +$418K +990 +26%
IB
875
Intrust Bank
Kansas
$1.97M -$205K -486 -9%