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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
RC
876
RegentAtlantic Capital
New Jersey
$462K +$422K +1,403 New
YMRC
877
Yorktown Management & Research Company
Virginia
$461K
CA
878
Centerpoint Advisors
Massachusetts
$461K +$3.01K +10 +0.7%
BHTS
879
Bar Harbor Trust Services
Maine
$456K
IC
880
Inverness Counsel
New York
$456K +$416K +1,384 New
SLG
881
Stanley-Laman Group
Pennsylvania
$454K +$69.8K +232 +20%
CAM
882
Cresset Asset Management
Illinois
$452K +$142K +472 +53%
DWA
883
Douglass Winthrop Advisors
New York
$451K +$72.5K +241 +21%
FNBOSM
884
First National Bank of South Miami
Florida
$446K -$15.3K -51 -4%
OFS
885
OneAscent Financial Services
Alabama
$444K -$263K -876 -39%
PP
886
Palladium Partners
Virginia
$435K +$13.5K +45 +4%
GFP
887
Gryphon Financial Partners
Ohio
$431K -$3.61K -12 -0.9%
PM
888
Parametrica Management
Hong Kong
$427K -$638K -2,123 -62%
Vanguard Personalized Indexing Management
889
Vanguard Personalized Indexing Management
California
$425K +$128K +425 +49%
RSS
890
Rosenblum Silverman Sutton
California
$421K -$3.31K -11 -0.9%
Marshall Wace
891
Marshall Wace
United Kingdom
$419K +$186K +619 +95%
EP
892
Eudaimonia Partners
Tennessee
$418K +$3.91K +13 +1%
TPCW
893
TD Private Client Wealth
New York
$416K -$4.81K -16 -1%
UB
894
UMB Bank
Missouri
$411K +$3.31K +11 +0.9%
GAG
895
GM Advisory Group
New York
$406K +$59.8K +199 +19%
PT
896
Plimoth Trust
Massachusetts
$404K -$97.7K -325 -21%
WA
897
Wambolt & Associates
Colorado
$403K
AW
898
Alpha Windward
Massachusetts
$402K -$41.2K -137 -10%
WA
899
Wealth Alliance
New York
$400K -$2.1K -7 -0.6%
RIM
900
Regent Investment Management
Kentucky
$400K