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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CA
926
Cetera Advisors
Colorado
$1.15M +$333K +817 +41%
WI
927
Wintrust Investments
Illinois
$1.15M +$802K +1,969 +236%
CI
928
Conning Inc
Connecticut
$1.14M +$261K +641 +30%
AAM
929
Azzad Asset Management
Virginia
$1.14M +$1.13M +2,786 New
PWPS
930
Pinnacle Wealth Planning Services
Ohio
$1.14M +$604K +1,483 +114%
CNC
931
Canandaigua National Corp
New York
$1.14M +$613K +1,504 +118%
IA
932
IFP Advisors
Florida
$1.13M +$1.44M +3,536 +120%
AssetMark Inc
933
AssetMark Inc
California
$1.13M +$227K +558 +26%
FG
934
Foster Group
Iowa
$1.11M -$29.7K -73 -3%
FHA
935
Flagship Harbor Advisors
Massachusetts
$1.11M +$95.7K +235 +9%
WF
936
WoodTrust Financial
Wisconsin
$1.1M +$1.1M +2,691 New
KCM
937
Kanawha Capital Management
Virginia
$1.1M -$2.85K -7 -0.3%
PK
938
Pflug Koory
Nebraska
$1.1M – – –
MS
939
Maven Securities
Jersey
$1.1M +$157K +385 +17%
SM
940
Sciencast Management
New Jersey
$1.1M -$2.68M -6,585 -71%
LSA
941
Leonteq Securities AG
Switzerland
$1.1M -$399K -979 -27%
PJSIMP
942
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.09M +$138K +340 +13%
EI
943
Ellevest Inc
New York
$1.09M +$499K +1,226 +85%
CG
944
Colony Group
Massachusetts
$1.09M +$67.2K +165 +7%
OWA
945
Outlook Wealth Advisors
Texas
$1.09M +$1.08M +2,662 New
BWL
946
Bogart Wealth LLC
Virginia
$1.09M +$1.08M +2,648 New
PPP
947
Private Portfolio Partners
New Jersey
$1.08M -$132K -323 -11%
MCM
948
Moore Capital Management
New York
$1.08M -$20.3M -49,726 -95%
VFA
949
Valeo Financial Advisors
Indiana
$1.08M +$163K +401 +18%
WSFS
950
Wilmington Savings Fund Society
Delaware
$1.08M -$118K -290 -10%