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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
FNT
876
First National Trust
Pennsylvania
$1.4M +$318K +781 +30%
AI
877
Advent International
Massachusetts
$1.4M -$3.26M -8,000 -70%
CCA
878
Checchi Capital Advisers
California
$1.38M +$422K +1,036 +44%
SP
879
Symmetry Partners
Connecticut
$1.36M +$526K +1,292 +64%
GW
880
GW & Wade
Massachusetts
$1.35M +$39.1K +96 +3%
BL
881
Balentine LLC
Georgia
$1.34M +$871K +2,138 +189%
HWM
882
Hohimer Wealth Management
Washington
$1.33M -$20.4K -50 -2%
CI
883
Cavalier Investments
Georgia
$1.32M -$137K -336 -9%
WP
884
WealthShield Partners
North Carolina
$1.32M +$887K +2,179 +208%
DL
885
DOHJ LLC
Washington
$1.32M +$48.5K +119 +4%
DAS
886
Dynamic Advisor Solutions
Arizona
$1.32M -$62.3K -153 -5%
APA
887
American Portfolios Advisors
New York
$1.32M +$571K +1,401 +78%
SFP
888
Shepherd Financial Partners
Massachusetts
$1.31M +$1.3M +3,203 New
TF
889
Threadgill Financial
Texas
$1.3M +$1.29M +3,178 New
ECM
890
Exchange Capital Management
Michigan
$1.29M +$26.1K +64 +2%
CCM
891
Coldstream Capital Management
Washington
$1.29M +$242K +595 +23%
EA
892
Emerald Advisers
Pennsylvania
$1.29M -$82.3K -202 -6%
BEI
893
Benjamin Edwards Inc
Missouri
$1.29M +$298K +731 +30%
HT
894
Heritage Trust
Oklahoma
$1.29M +$852K +2,093 +200%
WS
895
Wedbush Securities
California
$1.28M +$616K +1,513 +94%
MA
896
Mezzasalma Advisors
New Jersey
$1.28M
LS
897
Livforsakringsbolaget Skandia
Sweden
$1.28M +$303K +745 +31%
BRWA
898
B. Riley Wealth Advisors
Florida
$1.28M +$621K +1,524 +96%
DPI
899
Diversified Portfolios Inc
Michigan
$1.26M +$1.25M +3,066 New
FRA
900
Frank Rimerman Advisors
California
$1.26M +$4.07K +10 +0.3%