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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1076
Founders Financial Alliance
North Carolina
$385K +$867 +2 +0.2%
FG
1077
Fiduciary Group
Georgia
$385K +$2.6K +6 +0.7%
AC
1078
Annandale Capital
Texas
$383K
PFA
1079
Plotkin Financial Advisors
Maryland
$382K
WJWM
1080
Williams Jones Wealth Management
New York
$382K -$3.47K -8 -0.9%
CB
1081
Community Bank
New York
$382K
TWM
1082
TriaGen Wealth Management
California
$382K
SSG
1083
Summit Securities Group
New York
$382K +$390K +900 New
AIC
1084
Ameritas Investment Company
Nebraska
$380K +$323K +745 +500%
RZH
1085
Relyea Zuckerberg Hanson
Connecticut
$376K +$31.2K +72 +9%
ACA
1086
Anchor Capital Advisors
Massachusetts
$374K -$8.67K -20 -2%
MC
1087
Montag & Caldwell
Georgia
$374K
FCH
1088
Freestone Capital Holdings
Washington
$374K +$49K +113 +15%
CPIG
1089
Chicago Partners Investment Group
Illinois
$371K +$3.9K +9 +1%
JLBC
1090
J.L. Bainbridge & Co
Florida
$370K -$205K -473 -35%
COF
1091
Capital One Financial
Virginia
$365K -$3.03K -7 -0.8%
FAFN
1092
First Affirmative Financial Network
Colorado
$365K +$372K +859 New
BCA
1093
Berman Capital Advisors
Georgia
$362K +$63.3K +146 +21%
SFG
1094
StrategIQ Financial Group
Indiana
$359K
AC
1095
Abbrea Capital
California
$359K +$23.8K +55 +7%
APWM
1096
Atlas Private Wealth Management
New York
$358K
FNBT
1097
FineMark National Bank & Trust
Florida
$358K +$37.3K +86 +11%
MCM
1098
Marathon Capital Management
Maryland
$358K +$365K +842 New
GA
1099
Geller Advisors
New York
$356K +$29K +67 +9%
MGIA
1100
Matthew Goff Investment Advisor
Texas
$355K