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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
1076
Institute for Wealth Management
Colorado
$253K +$238K +716 New
FNBT
1077
FineMark National Bank & Trust
Florida
$252K
VC
1078
Vicus Capital
Pennsylvania
$252K
MSFS
1079
Main Street Financial Solutions
Pennsylvania
$252K +$6.99K +21 +3%
ACA
1080
Atlas Capital Advisors
Wyoming
$252K -$1.21M -3,628 -84%
FMT
1081
First Mercantile Trust
Tennessee
$251K -$16.6K -50 -7%
AWM
1082
Altavista Wealth Management
North Carolina
$247K
ETI
1083
Enterprise Trust & Investment
California
$247K
4WM
1084
44 Wealth Management
Oregon
$247K +$12K +36 +5%
FCH
1085
Freestone Capital Holdings
Washington
$247K +$28.3K +85 +14%
ER
1086
Enlightenment Research
Florida
$247K +$233K +700 New
NAG
1087
Northstar Advisory Group
New Jersey
$246K +$11.3K +34 +5%
RIG
1088
RiverFront Investment Group
Virginia
$246K +$28.6K +86 +14%
CBT
1089
Capital Bank & Trust
California
$244K +$230K +691 New
VCM
1090
Virtue Capital Management
Tennessee
$243K +$4.66K +14 +2%
PBO
1091
Peoples Bank (Ohio)
Ohio
$242K -$19.3K -58 -8%
ACA
1092
Affinity Capital Advisors
California
$242K +$2.66K +8 +1%
AAS
1093
Avantax Advisory Services
Texas
$242K +$20.6K +62 +10%
VFA
1094
Voya Financial Advisors
Connecticut
$241K +$18.3K +55 +9%
B
1095
Barings
North Carolina
$240K -$183K -550 -45%
Lido Advisors
1096
Lido Advisors
California
$240K -$6.32K -19 -3%
NB
1097
Northwest Bancshares
Pennsylvania
$240K +$227K +681 New
AIC
1098
Argus Investors Counsel
New York
$239K +$226K +678 New
FB
1099
Fulton Bank
Pennsylvania
$238K -$24.3K -73 -10%
MA
1100
MJP Associates
Connecticut
$238K +$8.99K +27 +4%