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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
851
Barrett Asset Management
New York
$25K
CB
852
CNB Bank
Pennsylvania
$23K
LWA
853
Lenox Wealth Advisors
New York
$23K +$21.9K +111 New
GFP
854
Gryphon Financial Partners
Ohio
$21K +$2.17K +11 +12%
SMFS
855
Squar Milner Financial Services
California
$21K +$20.5K +104 New
BCA
856
Bay Colony Advisors
Massachusetts
$21K +$20.7K +105 New
FHA
857
First Horizon Advisors
Tennessee
$20K
MFW
858
Mosaic Family Wealth
Missouri
$20K
M
859
MOTCO
Texas
$20K
CF
860
Centaurus Financial
California
$20K +$19.8K +100 New
EDRH
861
Edmond de Rothschild Holding
Switzerland
$19K -$266K -1,349 -93%
AA
862
AlphaMark Advisors
Kentucky
$19K +$18.8K +95 New
FMII
863
Farmers & Merchants Investments Inc
Nebraska
$18K -$19.8K -100 -53%
OWA
864
One Wealth Advisors
California
$18K
CT
865
Clearstead Trust
Maine
$18K +$17.8K +90 New
SWP
866
Strategic Wealth Partners
Ohio
$17K
LFA
867
Legacy Financial Advisors
Kentucky
$17K +$6.91K +35 +80%
LA
868
Legacy Advisors
Pennsylvania
$15K
WC
869
Whitnell & Co
Illinois
$14K
GEA
870
Glen Eagle Advisors
New Jersey
$13.3K
GI
871
Gradient Investments
Minnesota
$12K -$395 -2 -3%
SGAM
872
Smith Group Asset Management
Texas
$12K
KTC
873
Kistler-Tiffany Companies
Pennsylvania
$11K +$790 +4 +8%
JA
874
JOYN Advisors
Georgia
$11K +$5.14K +26 +96%
GRP
875
Global Retirement Partners
California
$9K