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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CT
1026
Caldwell Trust
Florida
$49K – – –
EFSCE
1027
Enterprise Financial Services Corp (EFSC)
Missouri
$48K +$18.1K +66 +51%
KTC
1028
Kistler-Tiffany Companies
Pennsylvania
$44K – – –
KPW
1029
Kore Private Wealth
New York
$44K +$19.2K +70 +64%
NSIM
1030
North Star Investment Management
Illinois
$42K -$54.9K -200 -54%
CHA
1031
Carmichael Hill & Associates
Maryland
$41K – – –
RFA
1032
Reilly Financial Advisors
California
$40K +$274 +1 +0.6%
GRP
1033
Global Retirement Partners
California
$40K +$26.9K +98 +148%
HGWM
1034
Harvest Group Wealth Management
Massachusetts
$39K -$5.21K -19 -11%
WLPWM
1035
Walled Lake Planning & Wealth Management
Illinois
$36K – – –
SLF
1036
Sun Life Financial
Ontario, Canada
$36K +$274 +1 +0.7%
CC
1037
Cognios Capital
Kansas
$35K +$39.2K +143 New
O
1038
Ossiam
France
$34K -$203K -741 -84%
PB
1039
Pinnacle Bancorp
Nebraska
$34K +$24.7K +90 +184%
VEA
1040
Virtus ETF Advisers
New York
$33K +$4.39K +16 +14%
PFGIA
1041
Patriot Financial Group Insurance Agency
Massachusetts
$32K -$8.78K -32 -20%
1W
1042
1776 Wealth
Georgia
$31K – – –
EARNEST Partners
1043
EARNEST Partners
Georgia
$31K – – –
GAM
1044
Gemmer Asset Management
California
$31K – – –
PGAM
1045
Princeton Global Asset Management
New Jersey
$31K – – –
TFO
1046
Tarbox Family Office
California
$31K +$8.5K +31 +33%
EW
1047
Evoke Wealth
California
$30.2K -$9.33K -34 -22%
FDCDDQ
1048
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.1K -$58.7K -214 -64%
BWM
1049
Baystate Wealth Management
Massachusetts
$30K – – –
TF
1050
TimeScale Financial
Massachusetts
$29K – – –