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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CW
901
CreativeOne Wealth
Kansas
$838K +$492K +1,376 +101%
LSA
902
Leonteq Securities AG
Switzerland
$837K -$43.6K -122 -4%
Q
903
QVR
California
$834K -$119K -333 -11%
CC
904
Centiva Capital
New York
$834K +$977K +2,731 New
LC
905
Lincoln Capital
Nebraska
$831K +$41.1K +115 +4%
BFEC
906
Benjamin F. Edwards & Company
Missouri
$830K +$42.2K +118 +5%
PTP
907
Platform Technology Partners
New York
$828K +$10K +28 +1%
EB
908
Eastern Bank
Massachusetts
$824K -$358 -1 -0%
AF
909
Advisornet Financial
Minnesota
$816K +$79.4K +222 +9%
PK
910
Pflug Koory
Nebraska
$815K +$11.1K +31 +1%
OWA
911
Outlook Wealth Advisors
Texas
$813K
HSA
912
HBK Sorce Advisory
Pennsylvania
$813K +$28.3K +79 +3%
FBT
913
First Bankers Trust
Kentucky
$809K -$23.6K -66 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
914
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$807K -$1.32M -3,686 -58%
PJSIMP
915
P.J. Schmidt Investment Management (PJS)
Wisconsin
$806K -$7.16K -20 -0.7%
CA
916
Cetera Advisors
Colorado
$801K -$36.9K -103 -4%
FG
917
Foster Group
Iowa
$795K -$31.8K -89 -3%
RWA
918
Ropes Wealth Advisors
Massachusetts
$793K +$30.4K +85 +3%
TPW
919
Transatlantique Private Wealth
New York
$792K
PVH
920
Psagot Value Holdings
Israel
$791K -$127K -355 -12%
CI
921
Conning Inc
Connecticut
$790K -$63.7K -178 -6%
FBT
922
First Bank & Trust
South Dakota
$784K +$176K +492 +24%
SS
923
Simplicity Solutions
Minnesota
$783K +$34K +95 +4%
WSFS
924
Wilmington Savings Fund Society
Delaware
$782K -$11.1K -31 -1%
SIM
925
Sentry Investment Management
Wisconsin
$776K +$18.6K +52 +2%