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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
901
Canandaigua National Bank & Trust
New York
$1.14M -$3.93K -10 -0.3%
AWC
902
Abundance Wealth Counselors
Pennsylvania
$1.14M -$91.2K -232 -7%
MC
903
Machina Capital
France
$1.13M +$824K +2,095 +208%
FCM
904
Fortis Capital Management
Washington
$1.12M +$131K +332 +12%
KWM
905
Keebeck Wealth Management
Illinois
$1.12M +$28.7K +73 +2%
TPW
906
Transatlantique Private Wealth
New York
$1.12M -$10.2K -26 -0.8%
BL
907
Balentine LLC
Georgia
$1.12M -$35.8K -91 -3%
FDP
908
Financiere des Professionnels
Quebec, Canada
$1.11M +$1.19M +3,025 New
WF
909
WoodTrust Financial
Wisconsin
$1.1M +$37.4K +95 +3%
FFG
910
Frisch Financial Group
New York
$1.1M -$393K -1,000 -25%
MA
911
Mezzasalma Advisors
New Jersey
$1.09M
RVPG
912
Relative Value Partners Group
$1.09M +$69.6K +177 +6%
PWPS
913
Pinnacle Wealth Planning Services
Ohio
$1.09M -$16.1K -41 -1%
PTP
914
Platform Technology Partners
New York
$1.09M +$66.8K +170 +6%
ECM
915
Exchange Capital Management
Michigan
$1.08M
ECM
916
Evergreen Capital Management
Washington
$1.07M +$11.8K +30 +1%
QPBE
917
Quintet Private Bank (Europe)
Luxembourg
$1.07M -$265K -675 -19%
PWS
918
Peloton Wealth Strategists
Indiana
$1.07M +$338K +860 +42%
WPC
919
Wedmont Private Capital
Pennsylvania
$1.06M +$195K +496 +21%
GAG
920
GM Advisory Group
New York
$1.06M -$1.97K -5 -0.2%
AF
921
Advisornet Financial
Minnesota
$1.05M +$29.9K +76 +3%
LF
922
Lee Financial
Texas
$1.04M -$78.2K -199 -7%
Verition Fund Management
923
Verition Fund Management
Connecticut
$1.03M +$340K +865 +44%
CCA
924
Catalyst Capital Advisors
New York
$1.03M -$145K -370 -12%
CCA
925
Conestoga Capital Advisors
Pennsylvania
$1.02M -$3.93K -10 -0.4%