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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
1026
Patriot Financial Group Insurance Agency
Massachusetts
$44K +$260 +1 +0.6%
WTC
1027
WhitTier Trust Company
Nevada
$44K +$12.2K +47 +41%
EW
1028
Evoke Wealth
California
$42.9K +$1.56K +6 +4%
WLPWM
1029
Walled Lake Planning & Wealth Management
Illinois
$40K +$38.5K +148 New
SLF
1030
Sun Life Financial
Ontario, Canada
$39K -$14.8K -57 -28%
TRCT
1031
Tower Research Capital (TRC)
New York
$37K -$895K -3,444 -96%
EARNEST Partners
1032
EARNEST Partners
Georgia
$35K – – –
EFSCE
1033
Enterprise Financial Services Corp (EFSC)
Missouri
$35K – – –
GAM
1034
Gemmer Asset Management
California
$35K – – –
PGAM
1035
Princeton Global Asset Management
New Jersey
$35K +$33.3K +128 New
1W
1036
1776 Wealth
Georgia
$35K +$33.8K +130 New
IF
1037
Ironwood Financial
Arizona
$34K – – –
SSB
1038
Sandy Spring Bank
Maryland
$34K +$16.4K +63 +102%
AIC
1039
Ameritas Investment Company
Nebraska
$34K +$29.9K +115 +1,438%
BWM
1040
Baystate Wealth Management
Massachusetts
$33K +$23.6K +91 +303%
FCA
1041
FinTrust Capital Advisors
South Carolina
$33K +$31.2K +120 New
FMII
1042
Farmers & Merchants Investments Inc
Nebraska
$32K – – –
TF
1043
TimeScale Financial
Massachusetts
$32K – – –
VEA
1044
Virtus ETF Advisers
New York
$32K +$30.4K +117 New
CDIA
1045
Capital Directions Investment Advisors
Georgia
$31K – – –
KPW
1046
Kore Private Wealth
New York
$30K +$28.3K +109 New
EIM
1047
Essex Investment Management
Massachusetts
$29K – – –
M
1048
Mirova
France
$28K +$26.5K +102 New
CCA
1049
Catalyst Capital Advisors
New York
$27K -$156K -600 -86%
BAM
1050
Barrett Asset Management
New York
$27K – – –