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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CB
976
Cadence Bank
Mississippi
$971K -$34.6K -85 -3%
BG
977
Bollard Group
Massachusetts
$971K +$1.63K +4 +0.2%
AWP
978
Accretive Wealth Partners
New Jersey
$970K +$19.1K +47 +2%
CCG
979
Chatham Capital Group
Georgia
$968K -$46.8K -115 -5%
FNC
980
First National Corp
Massachusetts
$965K
TWI
981
Thomas White International
Illinois
$965K +$287K +704 +43%
SWPG
982
Strategic Wealth Partners Group
Illinois
$965K +$356K +874 +59%
AI
983
AXS Investments
New York
$964K -$1.23M -3,019 -56%
PWM
984
Palumbo Wealth Management
New York
$959K +$2.04K +5 +0.2%
RCAG
985
Rehmann Capital Advisory Group
Michigan
$958K +$117K +288 +14%
LWAC
986
Laurel Wealth Advisors (California)
California
$956K +$22.4K +55 +2%
CWM
987
Calamos Wealth Management
Illinois
$952K +$945K +2,321 New
LWAM
988
Legacy Wealth Asset Management
Minnesota
$951K +$33.4K +82 +4%
AP
989
Appleton Partners
Massachusetts
$940K -$78.6K -193 -8%
Members Trust
990
Members Trust
Florida
$939K -$24.4K -60 -3%
SB
991
Sunflower Bank
Texas
$931K +$427K +1,048 +86%
CF
992
Cantor Fitzgerald
New York
$931K +$925K +2,270 New
WA
993
Wealth Alliance
New York
$930K +$565K +1,388 +158%
DWT
994
Dorsey & Whitney Trust
South Dakota
$929K +$127K +311 +16%
BONST
995
Bank of Nova Scotia Trust
Ontario, Canada
$928K -$1.22K -3 -0.1%
SCM
996
Shelton Capital Management
Colorado
$927K +$290K +711 +46%
LAS
997
LWM Advisory Services
Florida
$926K +$197K +483 +27%
MOS
998
MGO One Seven
Ohio
$920K +$517K +1,270 +131%
SF
999
Synovus Financial
Georgia
$919K +$14.7K +36 +2%
RCA
1000
Resonant Capital Advisors
Wisconsin
$917K +$915K +2,247 New