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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1001
Sweet Financial Partners
Minnesota
$646K +$121K +368 +24%
Los Angeles Capital Management
1002
Los Angeles Capital Management
California
$644K -$5.93K -18 -0.9%
RCM
1003
Radnor Capital Management
Pennsylvania
$643K
TAM
1004
Townsend Asset Management
North Carolina
$642K -$56K -170 -8%
BTWM
1005
Baker Tilly Wealth Management
Wisconsin
$641K +$179K +543 +40%
BWM
1006
Bulltick Wealth Management
Florida
$635K +$49.8K +151 +9%
BHWM
1007
Bar Harbor Wealth Management
New Hampshire
$634K
MP
1008
McDonald Partners
Ohio
$623K +$127K +386 +26%
SF
1009
Summit Financial
New Jersey
$623K +$127K +385 +26%
MCI
1010
MRP Capital Investments
Georgia
$620K +$610K +1,851 New
APWM
1011
Atlas Private Wealth Management
New York
$620K
WSTAM
1012
Wilbanks Smith & Thomas Asset Management
Virginia
$617K -$5.27K -16 -0.9%
FIA
1013
Foundations Investment Advisors
Arizona
$616K -$330 -1 -0.1%
CAAS
1014
Capital Asset Advisory Services
Michigan
$615K -$82.7K -251 -12%
CA
1015
Continuum Advisory
Idaho
$613K +$29.3K +89 +5%
CHC
1016
City Holding Co
West Virginia
$613K -$21.4K -65 -3%
ISL
1017
Ingalls & Snyder LLC
New York
$610K
MC
1018
Moors & Cabot
Massachusetts
$608K +$57K +173 +11%
EWM
1019
Empirical Wealth Management
Washington
$604K -$20.1K -61 -3%
SP
1020
Symmetry Partners
Connecticut
$604K -$220K -668 -27%
TW
1021
TrinityPoint Wealth
Connecticut
$603K +$62K +188 +12%
GAM
1022
Griffin Asset Management
New York
$603K
RA
1023
RiverPark Advisors
New York
$600K -$97.2K -295 -14%
FMLI
1024
Fukoku Mutual Life Insurance
Japan
$600K
WP
1025
WealthSource Partners
California
$598K +$19.8K +60 +3%