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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
851
Tealwood Asset Management
Minnesota
$1.22M -$13.2K -40 -1%
BEI
852
Benjamin Edwards Inc
Missouri
$1.22M +$29.7K +90 +3%
PWM
853
Perigon Wealth Management
California
$1.22M +$198K +600 +20%
CAM
854
Congress Asset Management
Massachusetts
$1.21M +$20.8K +63 +2%
BIM
855
Baldwin Investment Management
Pennsylvania
$1.21M +$89K +270 +8%
JGGDR
856
JGP Global Gestao de Recursos
Brazil
$1.21M +$1.19M +3,600 New
BTW
857
Boston Trust Walden
Massachusetts
$1.2M -$46.5K -141 -4%
BWP
858
Baldwin Wealth Partners
Massachusetts
$1.2M +$24.7K +75 +2%
QCG
859
Quadrant Capital Group
Ohio
$1.18M +$66.3K +201 +6%
NEI
860
Northwest & Ethical Investments
Ontario, Canada
$1.18M +$1.16M +3,520 New
MCM
861
MAI Capital Management
Ohio
$1.18M +$163K +494 +16%
VWM
862
Venturi Wealth Management
Texas
$1.17M +$80.8K +245 +8%
RMCM
863
Reynders McVeigh Capital Management
Massachusetts
$1.15M +$521K +1,580 +85%
BP
864
Ballentine Partners
Massachusetts
$1.14M +$42.9K +130 +4%
WC
865
Woodstock Corp
Massachusetts
$1.14M -$5.6K -17 -0.5%
DL
866
DOHJ LLC
Washington
$1.11M +$16.5K +50 +2%
CFCI
867
Comprehensive Financial Consultants Institutional
Indiana
$1.11M +$64.3K +195 +7%
FPCP
868
Fort Point Capital Partners
California
$1.1M +$54.4K +165 +5%
CWM
869
Catalyst Wealth Management
Georgia
$1.1M +$1.08M +3,270 New
HWM
870
HB Wealth Management
Georgia
$1.08M +$21.8K +66 +2%
CI
871
Cooper Investors
Australia
$1.07M -$49.3M -149,465 -98%
CNC
872
Canandaigua National Corp
New York
$1.06M -$281K -853 -21%
CCA
873
Conestoga Capital Advisors
Pennsylvania
$1.06M +$116K +353 +13%
Fisher Asset Management
874
Fisher Asset Management
Washington
$1.06M +$324K +983 +45%
WHCI
875
W.H. Cornerstone Investments
Massachusetts
$1.06M -$38.2K -116 -4%