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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
OC
876
Oakworth Capital
Alabama
$59K
NCM
877
Next Capital Management
New York
$56K +$25.3K +116 +89%
FPFS
878
First Personal Financial Services
North Carolina
$54K +$2.62K +12 +5%
MAM
879
Magellan Asset Management
Australia
$54K +$52K +238 New
IWA
880
IBEX Wealth Advisors
New Jersey
$53K +$50.9K +233 New
BCA
881
Berman Capital Advisors
Georgia
$51K +$13.3K +61 +37%
FCA
882
FinTrust Capital Advisors
South Carolina
$51K +$43.7K +200 +800%
CAL
883
Capital Analysts LLC
Pennsylvania
$50K +$20.3K +93 +74%
RWA
884
Ropes Wealth Advisors
Massachusetts
$50K +$48.3K +221 New
TWA
885
TCI Wealth Advisors
Arizona
$48K -$655 -3 -1%
EWM
886
Executive Wealth Management
Michigan
$48K +$218 +1 +0.5%
SLF
887
Sun Life Financial
Ontario, Canada
$46K -$48.7K -223 -53%
HCM
888
Hilton Capital Management
New York
$46K
PFBT
889
Parkside Financial Bank & Trust
Missouri
$46K +$5.24K +24 +13%
GAM
890
Gemmer Asset Management
California
$45K
CB
891
CNB Bank
Pennsylvania
$43K +$1.97K +9 +5%
PMFA
892
Plante Moran Financial Advisors
Michigan
$42K
LB
893
Legacy Bridge
Iowa
$40K
M
894
MOTCO
Texas
$40K +$38.2K +175 New
RFA
895
Reilly Financial Advisors
California
$37K +$218 +1 +0.6%
KTC
896
Kistler-Tiffany Companies
Pennsylvania
$36K
LWA
897
Lenox Wealth Advisors
New York
$32K -$4.59K -21 -13%
PFGIA
898
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$25.3K +116 +611%
OIA
899
OneDigital Investment Advisors
Kansas
$31K -$9.83K -45 -25%
EARNEST Partners
900
EARNEST Partners
Georgia
$29K -$27.7K -127 Closed