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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
SBL
926
Sargent Bickham Lagudis
Colorado
$18K +$17.5K +80 New
VCM
927
Vigilant Capital Management
Maine
$17K +$16.4K +75 New
CI
928
CX Institutional
Indiana
$15K +$2.18K +10 +19%
SWP
929
Strategic Wealth Partners
Ohio
$14K – – –
H
930
Hexavest
Quebec, Canada
$14K +$13.5K +62 New
JCM
931
Julex Capital Management
Massachusetts
$12K -$16.4K -75 -57%
QAM
932
QCI Asset Management
New York
$11K -$10.9K -50 -50%
PB
933
Pinnacle Bancorp
Nebraska
$11K -$5.24K -24 -33%
OIA
934
Optimum Investment Advisors
Illinois
$11K – – –
WIM
935
Westside Investment Management
California
$11K +$11.1K +51 New
WAP
936
Wealthcare Advisory Partners
Pennsylvania
$10K – – –
TNBTD
937
Trustmark National Bank Trust Department
Mississippi
$9K – – –
WCG
938
Weaver Consulting Group
California
$8K – – –
BL
939
Balentine LLC
Georgia
$8K +$8.08K +37 New
SSB
940
Sandy Spring Bank
Maryland
$7K -$153K -700 -96%
BWM
941
Baystate Wealth Management
Massachusetts
$7K -$6.99K -32 -52%
SGAM
942
Smith Group Asset Management
Texas
$7K -$2.18K -10 -25%
PW
943
Price Wealth
Texas
$7K +$6.33K +29 New
EWA
944
Evolution Wealth Advisors
Florida
$7K +$6.77K +31 New
BAMG
945
Brand Asset Management Group
Missouri
$6K -$8.52K -39 -58%
OSAM
946
O'Shaughnessy Asset Management
Connecticut
$6K -$874 -4 -13%
APW
947
Acima Private Wealth
Virginia
$5K – – –
MF
948
Manchester Financial
California
$5K +$4.37K +20 New
TFS
949
TrustCore Financial Services
Tennessee
$5K +$5.02K +23 New
Parallax Volatility Advisers
950
Parallax Volatility Advisers
California
$4K -$327K -1,498 -99%