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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
976
Western Wealth Management
Colorado
$831K +$624K +1,586 +230%
HT
977
Heritage Trust
Oklahoma
$827K -$179K -454 -17%
GA
978
GSG Advisors
New Jersey
$822K +$885K +2,251 New
SFP
979
Shepherd Financial Partners
Massachusetts
$821K +$20.8K +53 +2%
CT
980
Colonial Trust
South Carolina
$814K +$18.9K +48 +2%
PJSIMP
981
P.J. Schmidt Investment Management (PJS)
Wisconsin
$814K +$1.57K +4 +0.2%
TFS
982
Thoroughbred Financial Services
Tennessee
$803K +$865K +2,200 New
GWA
983
GGM Wealth Advisors
Maryland
$800K
FAM
984
Formidable Asset Management
Ohio
$790K +$68.8K +175 +9%
PFS
985
Prospera Financial Services
Texas
$787K -$26.7K -68 -3%
SL
986
Sonnipe Ltd
Isle Of Man
$781K -$333K -846 -28%
JF
987
Jump Financial
Illinois
$781K +$605K +1,538 +256%
STA
988
Summit Trail Advisors
New York
$780K -$125K -318 -13%
PA
989
Pinnacle Associates
New York
$778K +$212K +539 +34%
FIA
990
Foundations Investment Advisors
Arizona
$776K +$16.5K +42 +2%
CSPIA
991
Cary Street Partners Investment Advisory
Virginia
$771K +$27.1K +69 +3%
GDP
992
Great Diamond Partners
Maine
$768K -$3.15K -8 -0.4%
AMCA
993
Arthur M. Cohen & Associates
Illinois
$765K -$39.3K -100 -5%
JCM
994
Jacobsen Capital Management
Utah
$757K +$53.5K +136 +7%
CHC
995
City Holding Co
West Virginia
$752K +$43.3K +110 +6%
CFG
996
Citizens Financial Group
Rhode Island
$752K -$3.93M -9,998 -83%
TAM
997
Trillium Asset Management
Massachusetts
$751K
ACA
998
Aptus Capital Advisors
Alabama
$748K +$402K +1,022 +100%
LFG
999
Lazard Frères Gestion
France
$744K +$273K +695 +44%
D.E. Shaw & Co
1000
D.E. Shaw & Co
New York
$740K +$514K +1,307 +182%