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S&P Global

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