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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
TW
901
Transform Wealth
Colorado
$1.85M – – –
LCWP
902
Legacy Capital Wealth Partners
Arkansas
$1.85M +$818K +1,653 +86%
PDL
903
Portfolio Design Labs
California
$1.84M +$1.76M +3,557 New
TAM
904
Tealwood Asset Management
Minnesota
$1.84M +$1.76M +3,553 New
BC
905
Broadwater Capital
Massachusetts
$1.82M – – –
IWA
906
Icon Wealth Advisors
Texas
$1.8M +$495 +1 +0%
FHB
907
First Hawaiian Bank
Hawaii
$1.8M -$119K -241 -6%
PTP
908
Platform Technology Partners
New York
$1.78M +$12.9K +26 +0.8%
BWP
909
Barlow Wealth Partners
Kentucky
$1.77M – – –
RMCM
910
Reynders McVeigh Capital Management
Massachusetts
$1.77M – – –
RMDI
911
R.M. Davis Inc
Maine
$1.77M -$990 -2 -0.1%
STA
912
Summit Trail Advisors
New York
$1.76M +$440K +889 +35%
Wolverine Trading
913
Wolverine Trading
Illinois
$1.76M -$23.8K -48 -1%
VF
914
Virtu Financial
New York
$1.75M +$1.68M +3,393 New
LAM
915
LECAP Asset Management
United Kingdom
$1.75M +$1.68M +3,388 New
QCG
916
Quadrant Capital Group
Ohio
$1.75M +$18.3K +37 +1%
NPA
917
Nichols & Pratt Advisers
Massachusetts
$1.75M +$49.5K +100 +3%
BTI
918
Blue Trust Inc
Georgia
$1.74M +$48K +97 +3%
FI
919
Fosun International
China
$1.74M -$708K -1,430 -30%
RIM
920
Redwood Investment Management
Arizona
$1.72M -$67.3K -136 -4%
WA
921
Wealth Alliance
New York
$1.72M -$28.2K -57 -2%
LFG
922
Lazard Frères Gestion
France
$1.71M +$124K +250 +8%
HSA
923
HBK Sorce Advisory
Pennsylvania
$1.7M -$68.3K -138 -4%
WC
924
Waterloo Capital
Texas
$1.7M +$367K +741 +29%
CFGS
925
Concourse Financial Group Securities
Alabama
$1.7M -$212K -429 -12%