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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
LB
851
Legacy Bridge
Iowa
$37K – – –
CB
852
CNB Bank
Pennsylvania
$37K +$10.8K +56 +46%
MNBTD
853
Moody National Bank Trust Division
Texas
$36K – – –
RFA
854
Reilly Financial Advisors
California
$34K – – –
LWA
855
Lenox Wealth Advisors
New York
$34K +$4.07K +21 +15%
BCA
856
Berman Capital Advisors
Georgia
$34K +$12K +62 +60%
KTC
857
Kistler-Tiffany Companies
Pennsylvania
$34K +$21.3K +110 +220%
CHP
858
Cable Hill Partners
Oregon
$33K – – –
HGWM
859
Harvest Group Wealth Management
Massachusetts
$28K +$25.9K +134 New
JCM
860
Julex Capital Management
Massachusetts
$27.8K – – –
EARNEST Partners
861
EARNEST Partners
Georgia
$27K – – –
NCM
862
Next Capital Management
New York
$27K – – –
GRP
863
Global Retirement Partners
California
$27K +$4.84K +25 +24%
BAM
864
Barrett Asset Management
New York
$26K – – –
FHA
865
First Horizon Advisors
Tennessee
$26K – – –
IF
866
Ironwood Financial
Arizona
$26K – – –
EFSCE
867
Enterprise Financial Services Corp (EFSC)
Missouri
$26K +$4.26K +22 +21%
CAL
868
Capital Analysts LLC
Pennsylvania
$26K +$24.2K +125 New
AIM
869
Advantage Investment Management
Iowa
$25K -$27.3K -141 -54%
FDCDDQ
870
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.4K -$230K -1,190 -91%
WTC
871
WhitTier Trust Company
Nevada
$24K +$9.88K +51 +81%
EIM
872
Essex Investment Management
Massachusetts
$23K -$102K -525 -83%
VFA
873
Valeo Financial Advisors
Indiana
$23K -$1.36K -7 -6%
FMII
874
Farmers & Merchants Investments Inc
Nebraska
$23K +$2.52K +13 +13%
PFO
875
Pathstone Family Office
New Jersey
$23K +$5.62K +29 +35%