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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
PJSIMP
926
P.J. Schmidt Investment Management (PJS)
Wisconsin
$971K -$44.6K -122 -5%
CAL
927
Capital Analysts LLC
Pennsylvania
$968K +$12.8K +35 +1%
RL
928
Retireful LLC
Michigan
$968K +$882K +2,414 New
UM
929
UniSuper Management
Australia
$962K +$877K +2,400 New
SAG
930
SageView Advisory Group
California
$950K +$24.5K +67 +3%
FFM
931
Forum Financial Management
Illinois
$947K +$11.7K +32 +1%
WP
932
Westmount Partners
California
$947K
FG
933
Foster Group
Iowa
$945K -$18.6K -51 -2%
PWM
934
Palumbo Wealth Management
New York
$942K +$1.83K +5 +0.2%
AWP
935
Accretive Wealth Partners
New Jersey
$938K +$36.2K +99 +4%
FNC
936
First National Corp
Massachusetts
$926K
BL
937
BFSG LLC
California
$922K +$840K +2,299 New
APM
938
Advanced Portfolio Management
New York
$917K +$836K +2,288 New
LBA
939
Lowell Blake & Associates
Massachusetts
$917K +$499K +1,365 +148%
RPC
940
Rossmore Private Capital
Connecticut
$914K
HR
941
Howe & Rusling
New York
$911K
LCM
942
Legato Capital Management
California
$907K -$706K -1,933 -46%
Members Trust
943
Members Trust
Florida
$906K +$825K +2,259 New
GW
944
GW & Wade
Massachusetts
$902K -$4.75K -13 -0.6%
CT
945
Chicago Trust
Illinois
$897K +$10.6K +29 +1%
PFS
946
Prospera Financial Services
Texas
$891K +$11K +30 +1%
TWM
947
Thrive Wealth Management
Pennsylvania
$884K +$56.6K +155 +8%
SFP
948
Shepherd Financial Partners
Massachusetts
$880K +$731 +2 +0.1%
AMCA
949
Arthur M. Cohen & Associates
Illinois
$879K
BWM
950
Bulltick Wealth Management
Florida
$878K -$137K -375 -15%