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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CFM
901
Catalyst Funds Management
Australia
$2.12M +$1.87M +4,025 +419%
AF
902
Allworth Financial
California
$2.11M +$513K +1,106 +29%
SCP
903
Stamos Capital Partners
California
$2.11M +$808K +1,741 +54%
CP
904
Cumberland Partners
Ontario, Canada
$2.1M -$41M -88,299 -95%
ECM
905
Everence Capital Management
Indiana
$2.1M +$559K +1,204 +32%
SAM
906
Smartleaf Asset Management
Massachusetts
$2.09M -$315K -678 -12%
CWM
907
Chemistry Wealth Management
New York
$2.08M – – –
CC
908
Chicago Capital
Illinois
$2.07M -$6.61M -14,229 -75%
Envestnet Portfolio Solutions
909
Envestnet Portfolio Solutions
Illinois
$2.07M -$4.81M -10,356 -68%
OIA
910
OneDigital Investment Advisors
Kansas
$2.04M -$288K -621 -11%
SAI
911
Savvy Advisors Inc
New York
$2.04M +$499K +1,075 +29%
PWM
912
Perigon Wealth Management
California
$2.03M +$66.4K +143 +3%
CPIG
913
Chicago Partners Investment Group
Illinois
$2.02M +$975K +2,101 +87%
WC
914
Westerkirk Capital
$2.01M -$401K -864 -15%
MWA
915
Marathon Wealth Advisors
Massachusetts
$2M +$71.5K +154 +3%
BDL
916
Bey-Douglas LLC
Georgia
$2M +$2.18M +4,700 New
RWP
917
Ridgecrest Wealth Partners
California
$1.98M – – –
MWM
918
Mission Wealth Management
California
$1.97M +$13.9K +30 +0.7%
CWMK
919
Caliber Wealth Management (Kansas)
Kansas
$1.97M +$602K +1,297 +39%
TC
920
TownSquare Capital
Utah
$1.97M -$25.1K -54 -1%
WCM
921
Whitener Capital Management
North Carolina
$1.96M – – –
HBT
922
Hills Bank & Trust
Iowa
$1.96M -$117K -252 -5%
AW
923
Alaethes Wealth
Nevada
$1.96M -$464 -1 -0%
NAM
924
NorthCrest Asset Manangement
Minnesota
$1.95M +$615K +1,324 +41%
SC
925
Syon Capital
California
$1.95M -$11.6K -25 -0.5%