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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
QAM
876
QCI Asset Management
New York
$21K -$28.1K -145 -59%
MFW
877
Mosaic Family Wealth
Missouri
$21K – – –
NSB
878
Norway Savings Bank
Maine
$21K – – –
GCM
879
Gables Capital Management
Florida
$21K +$19.4K +100 New
SMFS
880
Squar Milner Financial Services
California
$17K +$2.13K +11 +16%
TFO
881
Tarbox Family Office
California
$16K – – –
LA
882
Legacy Advisors
Pennsylvania
$16K +$14.5K +75 New
PB
883
Pinnacle Bancorp
Nebraska
$15K – – –
WC
884
Whitnell & Co
Illinois
$15K – – –
GWS
885
Glassman Wealth Services
Virginia
$15K +$7.94K +41 +137%
SWP
886
Strategic Wealth Partners
Ohio
$14K – – –
BAMG
887
Brand Asset Management Group
Missouri
$14K +$5.42K +28 +72%
BWM
888
Baystate Wealth Management
Massachusetts
$14K +$6.2K +32 +107%
GEA
889
Glen Eagle Advisors
New Jersey
$13.7K – – –
KPW
890
Kore Private Wealth
New York
$13K +$11.8K +61 New
CGT
891
Capital Guardian Trust
California
$12K -$5.81K -30 -34%
AS
892
Altshuler Shaham
Israel
$12K +$10.7K +55 New
Capstone Investment Advisors
893
Capstone Investment Advisors
New York
$11K -$74.4K -384 -88%
OIA
894
Optimum Investment Advisors
Illinois
$11K -$3.68K -19 -28%
CI
895
CX Institutional
Indiana
$11K +$10.5K +54 New
IWP
896
Icon Wealth Partners
Texas
$10K +$9.49K +49 New
PWM
897
PRW Wealth Management
Massachusetts
$9K – – –
WAP
898
Wealthcare Advisory Partners
Pennsylvania
$9K – – –
OWA
899
One Wealth Advisors
California
$9K +$8.33K +43 New
SGAM
900
Smith Group Asset Management
Texas
$8K – – –