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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
851
One Wealth Advisors
California
$16K
SWP
852
Strategic Wealth Partners
Ohio
$16K +$3.69K +20 +31%
LA
853
Legacy Advisors
Pennsylvania
$14K
WIM
854
Westside Investment Management
California
$13.4K -$923 -5 -6%
WC
855
Whitnell & Co
Illinois
$13K +$12.9K +70 New
GEA
856
Glen Eagle Advisors
New Jersey
$12.4K
GI
857
Gradient Investments
Minnesota
$12K -$1.48K -8 -11%
ST
858
Sageworth Trust
Pennsylvania
$12K +$10.2K +55 +786%
SGAM
859
Smith Group Asset Management
Texas
$11K -$1.85K -10 -14%
KTC
860
Kistler-Tiffany Companies
Pennsylvania
$10K -$55.4K -300 -86%
HIM
861
Hillsdale Investment Management
Ontario, Canada
$10K
KF
862
Krilogy Financial
Missouri
$10K
GRP
863
Global Retirement Partners
California
$8K +$738 +4 +11%
LFA
864
Legacy Financial Advisors
Kentucky
$8K +$2.58K +14 +47%
CBT
865
Capital Bank & Trust
California
$7K
WAS
866
WESPAC Advisors SoCal
California
$7K
GWS
867
Glassman Wealth Services
Virginia
$7K +$1.85K +10 +36%
BWM
868
Baystate Wealth Management
Massachusetts
$6K
TFO
869
Tarbox Family Office
California
$6K
OC
870
Oakworth Capital
Alabama
$6K +$5.72K +31 New
JA
871
JOYN Advisors
Georgia
$5K +$4.98K +27 New
LNB
872
Ledyard National Bank
$4K
MFBTD
873
MB Financial Bank - Trust Department
Illinois
$4K +$2.03K +11 +92%
RWM
874
Raffa Wealth Management
District of Columbia
$3.82K +$3.69K +20 New
Parallax Volatility Advisers
875
Parallax Volatility Advisers
California
$2K -$1.1M -5,952 -100%