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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CB
926
Community Bank
New York
$245K
MA
927
Montag & Associates
Georgia
$245K
SIA
928
Starfire Investment Advisers
Michigan
$245K
SICM
929
Sustainable Insight Capital Management
New York
$245K
RSWM
930
Robertson Stephens Wealth Management
California
$245K +$274K +1,000 New
AWM
931
Altium Wealth Management
New York
$244K +$69.4K +253 +34%
GC
932
Gilbert & Cook
Iowa
$242K +$55.4K +202 +26%
Fisher Asset Management
933
Fisher Asset Management
Washington
$239K -$35.1K -128 -12%
HAG
934
HighPoint Advisor Group
Illinois
$235K +$15.9K +58 +8%
KCPG
935
Kavar Capital Partners Group
Kansas
$230K
MWM
936
Meridian Wealth Management
Kentucky
$229K -$16.5K -60 -6%
CCM
937
Compton Capital Management
Rhode Island
$225K
WJWM
938
Williams Jones Wealth Management
New York
$225K +$7.13K +26 +3%
CWM
939
Circle Wealth Management
New Jersey
$224K -$5.49K -20 -2%
Walleye Capital
940
Walleye Capital
New York
$223K -$122K -445 -33%
AFA
941
Atlanta Financial Associates
Georgia
$222K +$248K +904 New
DWM
942
Dorchester Wealth Management
Quebec, Canada
$221K -$54.9K -200 -18%
PFA
943
Plotkin Financial Advisors
Maryland
$221K
PWP
944
Principle Wealth Partners
Connecticut
$220K -$11.5K -42 -4%
ECM
945
Evergreen Capital Management
Washington
$220K +$823 +3 +0.3%
CAM
946
Cresset Asset Management
Illinois
$220K +$247K +899 New
CB
947
Cadence Bank
Mississippi
$219K +$246K +896 New
AC
948
Alexandria Capital
Virginia
$218K -$90.5K -330 -27%
PA
949
Procyon Advisors
Connecticut
$217K -$117K -427 -32%
EI
950
Ellevest Inc
New York
$215K -$19.7K -72 -8%