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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
SF
901
Summit Financial
New Jersey
$1.44M +$11.4K +29 +0.9%
AIM
902
Anchor Investment Management
South Carolina
$1.44M -$518K -1,313 -29%
RI
903
Redwood Investments
Massachusetts
$1.43M -$246K -623 -16%
VWM
904
Venturi Wealth Management
Texas
$1.43M -$37.5K -95 -3%
RWA
905
River Wealth Advisors
Pennsylvania
$1.42M -$27.6K -70 -2%
GCC
906
Guardian Capital (Canada)
Ontario, Canada
$1.42M -$5.92K -15 -0.5%
PTP
907
Platform Technology Partners
New York
$1.41M +$124K +314 +11%
FTB
908
First Trust Bank
Bahamas
$1.41M +$1.26M +3,200 New
MCM
909
MAI Capital Management
Ohio
$1.4M +$17.8K +45 +1%
CFG
910
Citizens Financial Group
Rhode Island
$1.4M +$440K +1,115 +54%
Harris Associates
911
Harris Associates
Illinois
$1.39M -$570K -1,445 -31%
EI
912
Ellevest Inc
New York
$1.38M -$19.3K -49 -2%
CNBT
913
Canandaigua National Bank & Trust
New York
$1.37M -$789 -2 -0.1%
AWC
914
Abundance Wealth Counselors
Pennsylvania
$1.37M -$1.58K -4 -0.1%
BJL
915
Brighton Jones LLC
Washington
$1.37M -$12.6K -32 -1%
CCA
916
Checchi Capital Advisers
California
$1.36M -$73K -185 -6%
GCP
917
GSA Capital Partners
United Kingdom
$1.35M +$1.21M +3,069 New
TPW
918
Transatlantique Private Wealth
New York
$1.34M – – –
CGL
919
Clarius Group LLC
Washington
$1.34M -$114K -288 -9%
AWCI
920
Alpine Woods Capital Investors
New York
$1.34M +$1.2M +3,050 New
DWT
921
Dorsey & Whitney Trust
South Dakota
$1.34M -$48.5K -123 -4%
FA
922
FDx Advisors
Illinois
$1.34M -$213K -539 -15%
DT
923
Diversified Trust
Tennessee
$1.34M -$6.11M -15,487 -84%
PWPS
924
Pinnacle Wealth Planning Services
Ohio
$1.34M +$24.9K +63 +2%
PWM
925
Perigon Wealth Management
California
$1.34M +$96.7K +245 +9%