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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
951
Wilbanks Smith & Thomas Asset Management
Virginia
$903K +$110K +281 +13%
SAG
952
SageView Advisory Group
California
$902K +$38.5K +98 +4%
HWM
953
Hohimer Wealth Management
Washington
$898K +$10.6K +27 +1%
CAL
954
Capital Analysts LLC
Pennsylvania
$897K +$16.5K +42 +2%
SWP
955
Strategic Wealth Partners
Ohio
$890K +$221K +561 +30%
BCM
956
BluePath Capital Management
Georgia
$887K +$955K +2,428 New
UM
957
UniSuper Management
Australia
$877K
CG
958
Colony Group
Massachusetts
$876K +$86.5K +220 +10%
FFM
959
Forum Financial Management
Illinois
$867K +$3.93K +10 +0.4%
AWP
960
Accretive Wealth Partners
New Jersey
$865K +$10.2K +26 +1%
WP
961
Westmount Partners
California
$863K
CT
962
Chicago Trust
Illinois
$863K +$49.1K +125 +6%
PWM
963
Palumbo Wealth Management
New York
$861K +$2.36K +6 +0.3%
CGA
964
Channing Global Advisors
Florida
$855K -$755K -1,921 -45%
EFL
965
ERn Financial LLC
Wisconsin
$847K +$86.1K +219 +10%
FNC
966
First National Corp
Massachusetts
$844K
TP
967
Tranquility Partners
Tennessee
$842K +$68.4K +174 +8%
HR
968
Howe & Rusling
New York
$839K +$9.44K +24 +1%
GW
969
GW & Wade
Massachusetts
$838K +$17.3K +44 +2%
FG
970
Foster Group
Iowa
$838K -$25.2K -64 -3%
LCM
971
Legato Capital Management
California
$837K +$10.6K +27 +1%
OCBCO
972
Oversea-Chinese Banking Corp (OCBC)
Singapore
$835K +$596K +1,517 +197%
RPC
973
Rossmore Private Capital
Connecticut
$833K
Members Trust
974
Members Trust
Florida
$833K
EAM
975
Eventide Asset Management
Massachusetts
$831K +$894K +2,275 New