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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
OIS
1051
Okabena Investment Services
Minnesota
$1.23M +$18.7K +35 +1%
TP
1052
Tranquility Partners
Tennessee
$1.23M -$18.2K -34 -1%
HBT
1053
Heartland Bank & Trust
Illinois
$1.23M -$3.75K -7 -0.3%
PWPS
1054
Pinnacle Wealth Planning Services
Ohio
$1.22M +$99.1K +185 +8%
SAG
1055
SageView Advisory Group
California
$1.22M -$80.3K -150 -6%
MFGM
1056
Marshall Financial Group (Maryland)
Maryland
$1.22M -$13.4K -25 -1%
NWMG
1057
National Wealth Management Group
Ohio
$1.21M +$1.33M +2,482 New
EWM
1058
EPG Wealth Management
Georgia
$1.2M +$167K +311 +14%
SC
1059
Stance Capital
Massachusetts
$1.2M -$68.5K -128 -5%
RIA
1060
Regal Investment Advisors
Michigan
$1.2M +$24.1K +45 +2%
DAM
1061
Deltec Asset Management
New York
$1.19M – – –
CAMG
1062
CWA Asset Management Group
Florida
$1.19M -$15K -28 -1%
CGA
1063
Channing Global Advisors
Florida
$1.19M -$309K -577 -19%
SFP
1064
Shepherd Financial Partners
Massachusetts
$1.18M -$1.61K -3 -0.1%
EP
1065
Edgestream Partners
New Jersey
$1.17M +$188K +352 +17%
ST
1066
Sageworth Trust
Pennsylvania
$1.17M +$1.29M +2,411 New
LS
1067
Livforsakringsbolaget Skandia
Sweden
$1.17M -$161K -300 -11%
Members Trust
1068
Members Trust
Florida
$1.16M -$32.1K -60 -2%
CSP
1069
Cary Street Partners
Virginia
$1.15M -$52.5K -98 -4%
CAM
1070
Congress Asset Management
Massachusetts
$1.15M -$33.2K -62 -3%
C
1071
Certuity
Florida
$1.15M +$525K +980 +71%
PWM
1072
Palumbo Wealth Management
New York
$1.15M +$5.89K +11 +0.4%
PPWP
1073
Premier Path Wealth Partners
New Jersey
$1.14M +$66.4K +124 +6%
SAI
1074
Savvy Advisors Inc
New York
$1.13M +$373K +696 +43%
NGA
1075
Naples Global Advisors
Florida
$1.13M +$329K +614 +36%