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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
WA
851
Waverly Advisors
Alabama
$2.97M +$527K +1,066 +23%
CAC
852
Certified Advisory Corp
Florida
$2.97M -$106K -215 -4%
SFG
853
SevenBridge Financial Group
Pennsylvania
$2.96M +$104K +211 +4%
VWM
854
Vivid Wealth Management
Iowa
$2.96M +$153K +310 +6%
IB
855
Intrust Bank
Kansas
$2.95M -$29.7K -60 -1%
NC
856
Northcape Capital
Australia
$2.94M +$15.8K +32 +0.6%
WC
857
Westerkirk Capital
$2.92M +$2.77M +5,594 New
SEEDPG
858
S.E.E.D. Planning Group
New York
$2.89M +$546K +1,103 +25%
GM
859
GeoWealth Management
Illinois
$2.88M -$186K -375 -6%
FP
860
Factorial Partners
New York
$2.87M – – –
GI
861
GAMMA Investing
California
$2.84M -$178K -359 -6%
OIA
862
OneDigital Investment Advisors
Kansas
$2.83M -$768K -1,552 -22%
MC
863
Mirabaud & Cie
Switzerland
$2.83M -$156K -315 -6%
Dodge & Cox
864
Dodge & Cox
California
$2.82M – – –
ATC
865
Argent Trust Co
Tennessee
$2.81M -$128K -258 -5%
WC
866
Waterloo Capital
Texas
$2.81M +$246K +498 +10%
SC
867
Savant Capital
Illinois
$2.79M -$108K -219 -4%
PA
868
Pinnacle Associates
New York
$2.79M +$115K +232 +5%
OC
869
Oppenheimer & Co
New York
$2.78M -$99.5K -201 -4%
GCWM
870
Guided Capital Wealth Management
Texas
$2.78M +$2.63M +5,322 New
GWMR
871
GC Wealth Management RIA
Massachusetts
$2.78M -$1.4M -2,828 -35%
BFC
872
Blue Fin Capital
Rhode Island
$2.77M +$32.2K +65 +1%
CAM
873
Cypress Asset Management
Texas
$2.77M +$7.42K +15 +0.3%
WPC
874
Wedmont Private Capital
Pennsylvania
$2.76M +$53.9K +109 +2%
EWM
875
Empirical Wealth Management
Washington
$2.75M +$52.9K +107 +2%