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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
901
Anchor Investment Management
South Carolina
$1.44M -$518K -1,313 -29%
RI
902
Redwood Investments
Massachusetts
$1.43M -$246K -623 -16%
VWM
903
Venturi Wealth Management
Texas
$1.43M -$37.5K -95 -3%
RWA
904
River Wealth Advisors
Pennsylvania
$1.42M -$27.6K -70 -2%
GCC
905
Guardian Capital (Canada)
Ontario, Canada
$1.42M -$5.92K -15 -0.5%
PTP
906
Platform Technology Partners
New York
$1.41M +$124K +314 +11%
FTB
907
First Trust Bank
Bahamas
$1.41M +$1.26M +3,200 New
MCM
908
MAI Capital Management
Ohio
$1.4M +$17.8K +45 +1%
CFG
909
Citizens Financial Group
Rhode Island
$1.4M +$440K +1,115 +54%
Harris Associates
910
Harris Associates
Illinois
$1.39M -$570K -1,445 -31%
EI
911
Ellevest Inc
New York
$1.38M -$19.3K -49 -2%
CNBT
912
Canandaigua National Bank & Trust
New York
$1.37M -$789 -2 -0.1%
AWC
913
Abundance Wealth Counselors
Pennsylvania
$1.37M -$1.58K -4 -0.1%
BJL
914
Brighton Jones LLC
Washington
$1.37M -$12.6K -32 -1%
CCA
915
Checchi Capital Advisers
California
$1.36M -$73K -185 -6%
GCP
916
GSA Capital Partners
United Kingdom
$1.35M +$1.21M +3,069 New
TPW
917
Transatlantique Private Wealth
New York
$1.34M
CGL
918
Clarius Group LLC
Washington
$1.34M -$114K -288 -9%
AWCI
919
Alpine Woods Capital Investors
New York
$1.34M +$1.2M +3,050 New
DWT
920
Dorsey & Whitney Trust
South Dakota
$1.34M -$48.5K -123 -4%
FA
921
FDx Advisors
Illinois
$1.34M -$213K -539 -15%
DT
922
Diversified Trust
Tennessee
$1.34M -$6.11M -15,487 -84%
PWPS
923
Pinnacle Wealth Planning Services
Ohio
$1.34M +$24.9K +63 +2%
PWM
924
Perigon Wealth Management
California
$1.34M +$96.7K +245 +9%
SFG
925
Snider Financial Group
Washington
$1.33M +$1.19M +3,011 New