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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
AP
976
Appleton Partners
Massachusetts
$639K -$31.5K -88 -4%
CT
977
Colonial Trust
South Carolina
$639K +$749K +2,094 New
TAM
978
Townsend Asset Management
North Carolina
$638K
RA
979
RiverPark Advisors
New York
$637K -$34K -95 -4%
HH
980
Hilltop Holdings
Texas
$636K -$29.3K -82 -4%
MPW
981
Monterey Private Wealth
California
$627K +$1.43K +4 +0.2%
NW
982
NewEdge Wealth
Pennsylvania
$626K -$121K -337 -14%
CAAS
983
Capital Asset Advisory Services
Michigan
$619K -$243K -680 -25%
CG
984
Colony Group
Massachusetts
$618K +$5.37K +15 +0.7%
RCA
985
Roberts Capital Advisors
Colorado
$613K
EA
986
Emerald Advisers
Pennsylvania
$610K -$2.86K -8 -0.4%
WWM
987
Western Wealth Management
Colorado
$606K +$78.4K +219 +12%
MCWS
988
McKinley Carter Wealth Services
West Virginia
$605K -$4.21M -11,763 -86%
CAG
989
Csenge Advisory Group
Florida
$600K +$274K +766 +64%
Los Angeles Capital Management
990
Los Angeles Capital Management
California
$592K -$1.99M -5,556 -74%
APP
991
Avantax Planning Partners
Iowa
$592K -$16.1K -45 -2%
SC
992
Savant Capital
Illinois
$591K -$25.8K -72 -4%
WPW
993
Waldron Private Wealth
Pennsylvania
$591K +$115K +321 +20%
DCM
994
Dimension Capital Management
Florida
$590K
OPS
995
Orion Portfolio Solutions
Nebraska
$586K +$102K +284 +17%
SXL
996
Summit X LLC
Missouri
$580K +$60.8K +170 +10%
BHWM
997
Bar Harbor Wealth Management
New Hampshire
$578K -$3.58K -10 -0.5%
CHC
998
City Holding Co
West Virginia
$578K +$57.6K +161 +9%
AFM
999
Andesa Financial Management
Pennsylvania
$577K +$281K +785 +71%
PRC
1000
Pearl River Capital
Michigan
$575K -$418K -1,167 -38%