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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
HR
1051
Howe & Rusling
New York
$1M +$25.1K +58 +3%
SPC
1052
Spirepoint Private Client
Florida
$995K +$1.01M +2,338 New
LFG
1053
Lazard Frères Gestion
France
$993K +$139K +320 +13%
AWP
1054
Accretive Wealth Partners
New Jersey
$992K -$6.5K -15 -0.6%
BPGAM
1055
BTG Pactual Global Asset Management
Bermuda
$992K +$1.01M +2,331 New
BHWM
1056
Bar Harbor Wealth Management
New Hampshire
$990K -$4.33K -10 -0.4%
TP
1057
Tranquility Partners
Tennessee
$981K +$3.47K +8 +0.3%
UAS
1058
United Asset Strategies
New York
$979K +$76.7K +177 +8%
LCM
1059
Legato Capital Management
California
$974K
LGF
1060
LGT Group Foundation
Liechtenstein
$969K -$3.41M -7,878 -78%
STA
1061
Summit Trail Advisors
New York
$968K +$101K +233 +11%
GA
1062
GSG Advisors
New Jersey
$967K -$4.33K -10 -0.4%
PJSIMP
1063
P.J. Schmidt Investment Management (PJS)
Wisconsin
$963K -$28.2K -65 -3%
TW
1064
TritonPoint Wealth
Maryland
$955K -$125K -288 -13%
CWS
1065
Confluence Wealth Services
Pennsylvania
$945K +$210K +485 +28%
FG
1066
Foster Group
Iowa
$942K -$33.4K -77 -3%
SW
1067
SlateStone Wealth
Florida
$941K +$959K +2,212 New
CA
1068
Commerzbank Aktiengesellschaft
Germany
$934K +$536K +1,236 +129%
BIG
1069
Brooklyn Investment Group
New York
$932K -$52.4K -121 -5%
QWP
1070
Quotient Wealth Partners
Texas
$931K -$246K -567 -21%
Members Trust
1071
Members Trust
Florida
$928K -$33.4K -77 -3%
SWP
1072
Strategic Wealth Partners
Ohio
$927K +$116K +268 +14%
LC
1073
Lindbrook Capital
California
$924K +$16.9K +39 +2%
CA
1074
Claro Advisors
Massachusetts
$919K +$83.2K +192 +10%
CT
1075
Colonial Trust
South Carolina
$918K -$1.73K -4 -0.2%