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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
FCP
1001
Fidelis Capital Partners
Florida
$1.31M +$51.5K +104 +4%
CI
1002
Conning Inc
Connecticut
$1.31M +$325K +656 +35%
IWM
1003
IHT Wealth Management
Illinois
$1.31M +$221K +447 +21%
VWM
1004
Venturi Wealth Management
Texas
$1.31M -$152K -307 -11%
SPC
1005
Spirepoint Private Client
Florida
$1.31M +$7.92K +16 +0.6%
Parallax Volatility Advisers
1006
Parallax Volatility Advisers
California
$1.3M -$80.2K -162 -6%
AT
1007
American Trust
Kentucky
$1.3M +$539K +1,089 +76%
FFM
1008
Forum Financial Management
Illinois
$1.29M
CA
1009
Commerzbank Aktiengesellschaft
Germany
$1.29M -$109K -221 -8%
CGL
1010
Clarius Group LLC
Washington
$1.29M -$38.1K -77 -3%
BIG
1011
Brooklyn Investment Group
New York
$1.28M +$148K +299 +14%
SIM
1012
Sentry Investment Management
Wisconsin
$1.27M +$74.2K +150 +6%
GJWM
1013
Gilliland Jeter Wealth Management
Arkansas
$1.27M +$495 +1 +0%
DWP
1014
Daymark Wealth Partners
Ohio
$1.27M -$20.3K -41 -2%
NS
1015
NBC Securities
Alabama
$1.26M -$13.4K -27 -1%
GFP
1016
Gryphon Financial Partners
Ohio
$1.24M +$211K +427 +22%
TP
1017
Tranquility Partners
Tennessee
$1.24M -$24.7K -50 -2%
AG
1018
AlTi Global
New York
$1.23M -$327K -660 -22%
WP
1019
Westmount Partners
California
$1.23M +$7.42K +15 +0.6%
WS
1020
Wedbush Securities
California
$1.23M -$143K -289 -11%
BB
1021
Bell Bank
North Dakota
$1.23M -$119K -241 -9%
RPC
1022
Rossmore Private Capital
Connecticut
$1.23M
PWM
1023
Palumbo Wealth Management
New York
$1.23M +$1.98K +4 +0.2%
MSFS
1024
Main Street Financial Solutions
Pennsylvania
$1.23M -$1.65M -3,337 -58%
IFU
1025
iSAM Funds (UK)
United Kingdom
$1.22M +$1.17M +2,371 New