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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
FFS
976
Founders Financial Securities
Maryland
$1.08M +$334K +847 +53%
CAL
977
Capital Analysts LLC
Pennsylvania
$1.06M -$19.7K -50 -2%
EFL
978
ERn Financial LLC
Wisconsin
$1.05M +$24.9K +63 +3%
CGA
979
Channing Global Advisors
Florida
$1.04M +$12.6K +32 +1%
CAMG
980
CWA Asset Management Group
Florida
$1.04M +$475K +1,203 +103%
WP
981
Westmount Partners
California
$1.04M – – –
PWM
982
Palumbo Wealth Management
New York
$1.04M +$1.97K +5 +0.2%
PJSIMP
983
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.04M +$20.9K +53 +2%
RPC
984
Rossmore Private Capital
Connecticut
$1.04M +$31.6K +80 +4%
AWP
985
Accretive Wealth Partners
New Jersey
$1.03M -$7.1K -18 -0.8%
BHWM
986
Bar Harbor Wealth Management
New Hampshire
$1.03M +$183K +463 +25%
FNC
987
First National Corp
Massachusetts
$1.02M +$5.53K +14 +0.6%
GW
988
GW & Wade
Massachusetts
$1.02M +$7.1K +18 +0.8%
GFP
989
Gryphon Financial Partners
Ohio
$1.02M +$400K +1,014 +76%
Verition Fund Management
990
Verition Fund Management
Connecticut
$1.02M -$201K -510 -18%
BIG
991
Brooklyn Investment Group
New York
$1.01M +$909K +2,304 New
HR
992
Howe & Rusling
New York
$1.01M – – –
TP
993
Tranquility Partners
Tennessee
$1.01M -$2.37K -6 -0.3%
LCM
994
Legato Capital Management
California
$1.01M – – –
CHC
995
City Holding Co
West Virginia
$1.01M +$89.6K +227 +11%
HWM
996
Hohimer Wealth Management
Washington
$1M -$69.5K -176 -7%
Members Trust
997
Members Trust
Florida
$998K – – –
MAM
998
Morse Asset Management
Connecticut
$989K -$1.45M -3,671 -62%
SFP
999
Shepherd Financial Partners
Massachusetts
$988K -$1.97K -5 -0.2%
SC
1000
Syon Capital
California
$987K +$259K +657 +42%