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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
KI
901
Keystone Investors
Singapore
$1.11M +$1.01M +2,763 New
AWA
902
Aaron Wealth Advisors
Illinois
$1.1M +$85.5K +234 +9%
FCM
903
Fortis Capital Management
Washington
$1.1M +$66.1K +181 +7%
KCM
904
Kanawha Capital Management
Virginia
$1.1M -$365 -1 -0%
CWP
905
Cyndeo Wealth Partners
Florida
$1.1M +$250K +685 +33%
Capstone Investment Advisors
906
Capstone Investment Advisors
New York
$1.09M -$3.59M -9,833 -78%
VSQM
907
V-Square Quantitative Management
Illinois
$1.09M +$232K +636 +31%
HT
908
Heritage Trust
Oklahoma
$1.09M -$95.7K -262 -9%
RWA
909
Ropes Wealth Advisors
Massachusetts
$1.08M +$142K +389 +17%
PK
910
Pflug Koory
Nebraska
$1.07M
BFA
911
Beaumont Financial Advisors
Massachusetts
$1.06M -$43.1K -118 -4%
LC
912
Lincoln Capital
Nebraska
$1.06M -$3.65K -10 -0.4%
GM
913
GeoWealth Management
Illinois
$1.05M +$958K +2,623 New
EB
914
Eastern Bank
Massachusetts
$1.05M -$731 -2 -0.1%
MFGM
915
Marshall Financial Group (Maryland)
Maryland
$1.05M -$62.1K -170 -6%
MAM
916
Madison Asset Management
Wisconsin
$1.05M +$14.6K +40 +2%
HCM
917
Highview Capital Management
Illinois
$1.03M +$936K +2,562 New
FLPIM
918
F.L. Putnam Investment Management
Massachusetts
$1.02M +$654K +1,789 +233%
WI
919
Wintrust Investments
Illinois
$1.01M +$920K +2,517 New
WC
920
Woodstock Corp
Massachusetts
$1.01M -$314K -860 -25%
OWA
921
Outlook Wealth Advisors
Texas
$1M
WPC
922
Wedmont Private Capital
Pennsylvania
$1M +$129K +354 +17%
STA
923
Summit Trail Advisors
New York
$983K +$440K +1,204 +96%
JCM
924
Jacobi Capital Management
Pennsylvania
$976K -$6.58K -18 -0.7%
HWM
925
Hohimer Wealth Management
Washington
$974K -$21.6K -59 -2%