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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
876
Beaumont Financial Advisors
Massachusetts
$923K -$13.2K -37 -1%
MCM
877
MAI Capital Management
Ohio
$922K +$656K +1,835 +155%
BAM
878
Blueshift Asset Management
New Jersey
$919K +$1.08M +3,009 New
NIM
879
NuWave Investment Management
New Jersey
$916K +$1.07M +3,001 New
ECM
880
Exchange Capital Management
Michigan
$913K -$30.4K -85 -3%
KPW
881
Kore Private Wealth
New York
$910K -$12.5K -35 -1%
JF
882
Joule Financial
Kentucky
$900K
CIM
883
Caldwell Investment Management
Ontario, Canada
$895K
Lido Advisors
884
Lido Advisors
California
$887K +$327K +915 +46%
GAG
885
GM Advisory Group
New York
$886K +$577K +1,613 +125%
WHCI
886
W.H. Cornerstone Investments
Massachusetts
$884K +$1.07M +3,000 New
5L
887
55I LLC
Massachusetts
$881K +$363K +1,015 +54%
VFA
888
Valeo Financial Advisors
Indiana
$879K +$156K +437 +18%
FHA
889
Flagship Harbor Advisors
Massachusetts
$866K -$16.5K -46 -2%
CIC
890
Chilton Investment Company
Connecticut
$865K -$46.2M -129,184 -98%
SBL
891
Sargent Bickham Lagudis
Colorado
$865K -$141K -393 -12%
CCA
892
Conestoga Capital Advisors
Pennsylvania
$862K
UH
893
Unigestion Holding
Switzerland
$861K -$184K -515 -16%
ECM
894
Evergreen Capital Management
Washington
$860K +$597K +1,669 +146%
RPC
895
Rossmore Private Capital
Connecticut
$858K -$7.16K -20 -0.7%
SCM
896
Stevens Capital Management
Pennsylvania
$854K +$1M +2,796 New
TCOO
897
Trust Company of Oklahoma
Oklahoma
$846K +$28.3K +79 +3%
KCM
898
Kanawha Capital Management
Virginia
$846K -$716 -2 -0.1%
HWM
899
Hohimer Wealth Management
Washington
$844K -$716 -2 -0.1%
CFCI
900
Comprehensive Financial Consultants Institutional
Indiana
$838K +$40.1K +112 +4%