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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
976
Verition Fund Management
Connecticut
$782K -$981K -2,685 -58%
CHC
977
City Holding Co
West Virginia
$781K +$16.4K +45 +2%
CM
978
Columbus Macro
Pennsylvania
$781K +$235K +642 +50%
EWM
979
Empirical Wealth Management
Washington
$777K +$44.9K +123 +7%
MPW
980
Monterey Private Wealth
California
$777K +$1.46K +4 +0.2%
UAS
981
United Asset Strategies
New York
$777K -$127K -347 -15%
JCM
982
Jacobsen Capital Management
Utah
$776K -$208K -570 -23%
PFG
983
PAX Financial Group
Texas
$775K -$50.1K -137 -7%
DCM
984
Dimension Capital Management
Florida
$773K
BPWM
985
Badgley Phelps Wealth Managers
Washington
$773K +$704K +1,927 New
CI
986
Conning Inc
Connecticut
$772K -$121K -330 -15%
FAIM
987
Financial Advocates Investment Management
Washington
$767K +$29.2K +80 +4%
MM
988
MQS Management
New York
$767K +$699K +1,912 New
CI
989
CX Institutional
Indiana
$765K +$254K +696 +57%
WPW
990
Waldron Private Wealth
Pennsylvania
$763K -$76K -208 -10%
MP
991
McDonald Partners
Ohio
$762K +$4.38K +12 +0.6%
MC
992
Moors & Cabot
Massachusetts
$761K +$10.6K +29 +2%
TAM
993
Townsend Asset Management
North Carolina
$760K -$11K -30 -2%
BHWM
994
Bar Harbor Wealth Management
New Hampshire
$758K
CA
995
Continuum Advisory
Idaho
$758K
ARMT
996
Amica Retiree Medical Trust
Rhode Island
$752K +$163K +446 +31%
SWP
997
Strategic Wealth Partners
Ohio
$751K +$12.4K +34 +2%
DAC
998
Dividend Assets Capital
South Carolina
$749K -$342K -937 -33%
CA
999
Claro Advisors
Massachusetts
$746K +$122K +335 +22%
MCI
1000
MRP Capital Investments
Georgia
$741K +$676K +1,849 New