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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
ISL
951
Ingalls & Snyder LLC
New York
$1.21M – – –
CVA
952
Central Valley Advisors
California
$1.21M +$1.08M +2,747 New
KCM
953
Kanawha Capital Management
Virginia
$1.2M -$2.76K -7 -0.3%
MCM
954
Moore Capital Management
New York
$1.19M +$1.07M +2,703 New
CCA
955
Conestoga Capital Advisors
Pennsylvania
$1.19M -$39.5K -100 -4%
MA
956
Mezzasalma Advisors
New Jersey
$1.19M -$118K -300 -10%
PK
957
Pflug Koory
Nebraska
$1.18M – – –
JCM
958
Jacobi Capital Management
Pennsylvania
$1.16M +$19.3K +49 +2%
MFGM
959
Marshall Financial Group (Maryland)
Maryland
$1.16M -$4.34K -11 -0.4%
NS
960
NBC Securities
Alabama
$1.15M -$14.6K -37 -1%
FLPIM
961
F.L. Putnam Investment Management
Massachusetts
$1.14M +$9.87K +25 +1%
LC
962
Lincoln Capital
Nebraska
$1.14M -$23.7K -60 -2%
JWM
963
JPL Wealth Management
Colorado
$1.14M +$1.02M +2,584 New
GJWM
964
Gilliland Jeter Wealth Management
Arkansas
$1.13M +$1.01M +2,572 New
UM
965
UniSuper Management
Australia
$1.13M +$63.1K +160 +7%
HCM
966
Highview Capital Management
Illinois
$1.13M +$5.13K +13 +0.5%
DWP
967
Daymark Wealth Partners
Ohio
$1.12M -$103K -262 -9%
PA
968
Pinnacle Associates
New York
$1.11M +$153K +387 +18%
BFA
969
Beaumont Financial Advisors
Massachusetts
$1.1M -$6.31K -16 -0.6%
OWA
970
Outlook Wealth Advisors
Texas
$1.1M – – –
TWM
971
Thrive Wealth Management
Pennsylvania
$1.1M -$22.5K -57 -2%
FFM
972
Forum Financial Management
Illinois
$1.1M +$48.9K +124 +5%
Focus Partners Wealth
973
Focus Partners Wealth
Massachusetts
$1.09M +$975K +2,471 New
WI
974
Wintrust Investments
Illinois
$1.08M -$339K -859 -26%
BCM
975
BluePath Capital Management
Georgia
$1.08M +$23.3K +59 +2%