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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
926
Sigma Planning Corp
Michigan
$839K -$127K -356 -13%
EI
927
Ellevest Inc
New York
$838K -$64.9K -182 -7%
HR
928
Howe & Rusling
New York
$834K
SS
929
Simplicity Solutions
Minnesota
$833K +$127K +355 +17%
CAL
930
Capital Analysts LLC
Pennsylvania
$830K +$7.13K +20 +0.8%
AF
931
Advisornet Financial
Minnesota
$825K -$196K -550 -18%
BP
932
Ballentine Partners
Massachusetts
$824K -$420K -1,179 -33%
VFA
933
Valeo Financial Advisors
Indiana
$823K -$69.9K -196 -7%
VWM
934
Venturi Wealth Management
Texas
$819K +$70.6K +198 +9%
WI
935
Wintrust Investments
Illinois
$817K -$135K -380 -14%
GTCM
936
Gyon Technologies Capital Management
New Jersey
$808K +$463K +1,299 +118%
NW
937
NewEdge Wealth
Pennsylvania
$805K +$629K +1,765 +283%
RCAG
938
Rehmann Capital Advisory Group
Michigan
$805K +$18.9K +53 +2%
CT
939
Chicago Trust
Illinois
$804K
ADL
940
Asset Dedication LLC
California
$798K +$134K +377 +19%
FNC
941
First National Corp
Massachusetts
$795K +$2.14K +6 +0.3%
TWI
942
Thomas White International
Illinois
$793K -$356 -1 -0%
LWAM
943
Legacy Wealth Asset Management
Minnesota
$792K +$11.4K +32 +1%
PWM
944
Palumbo Wealth Management
New York
$790K +$1.78K +5 +0.2%
IC
945
Intersect Capital
California
$787K +$51K +143 +7%
MAM
946
Martingale Asset Management
Massachusetts
$785K -$4.01M -11,240 -83%
LS
947
Livforsakringsbolaget Skandia
Sweden
$779K -$285K -800 -26%
SWPG
948
Strategic Wealth Partners Group
Illinois
$777K -$16.8K -47 -2%
ARMT
949
Amica Retiree Medical Trust
Rhode Island
$775K +$96.6K +271 +13%
Members Trust
950
Members Trust
Florida
$772K -$356 -1 -0%