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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CBU
876
CIBC Bank USA
Illinois
$209K +$214K +855 New
MGIA
877
Matthew Goff Investment Advisor
Texas
$205K +$209K +836 New
EI
878
Ellevest Inc
New York
$203K +$1K +4 +0.5%
FMT
879
First Mercantile Trust
Tennessee
$202K -$50.2K -201 -20%
CBT
880
Capital Bank & Trust
California
$200K -$4K -16 -2%
HPWM
881
Highland Private Wealth Management
Washington
$200K +$204K +815 New
CC
882
Centiva Capital
New York
$200K +$204K +818 New
TI
883
Truehand Inc
New Hampshire
$196K – – –
TC
884
Trust Company
Kansas
$196K – – –
BDWM
885
Brewin Dolphin Wealth Management
Ireland
$196K – – –
ASN
886
Advisory Services Network
Georgia
$185K – – –
SB
887
Strategic Blueprint
Georgia
$180K +$184K +735 New
HAG
888
HighPoint Advisor Group
Illinois
$177K +$20K +80 +13%
GLI
889
Guardian Life Insurance
New York
$176K +$2K +8 +1%
SAS
890
Stelac Advisory Services
New York
$173K +$176K +706 New
CCA
891
Catalyst Capital Advisors
New York
$171K -$225K -900 -56%
LC
892
Lindbrook Capital
California
$168K -$2K -8 -1%
TL
893
TrueWealth LLC
Georgia
$153K – – –
BFEC
894
Benjamin F. Edwards & Company
Missouri
$151K -$750 -3 -0.5%
IFAM
895
Institutional & Family Asset Management
Colorado
$148K +$7.5K +30 +5%
IA
896
IFP Advisors
Florida
$137K +$156K +626 New
VFA
897
Valeo Financial Advisors
Indiana
$125K +$6.75K +27 +6%
FL
898
Fort LP
Maryland
$122K +$124K +497 New
HI
899
Human Investing
Oregon
$119K -$38.2K -153 -24%
CIA
900
CSat Investment Advisory
Michigan
$106K +$11.7K +47 +12%