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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
1126
Capital Asset Advisory Services
Michigan
$146K +$149K +443 New
BCA
1127
Berman Capital Advisors
Georgia
$145K +$12.1K +36 +9%
PCG
1128
Private Capital Group
Connecticut
$138K +$29K +86 +26%
CB
1129
CNB Bank
Pennsylvania
$135K +$19.9K +59 +17%
VBCG
1130
Valley Brook Capital Group
Pennsylvania
$131K +$135K +400 New
AWM
1131
Avior Wealth Management
Nebraska
$128K +$6.75K +20 +5%
SAI
1132
Systematic Alpha Investments
New Jersey
$128K +$131K +388 New
PWMG
1133
Prestige Wealth Management Group
New Jersey
$125K +$25.3K +75 +25%
EMFAT
1134
Emerald Mutual Fund Advisers Trust
Pennsylvania
$120K +$123K +364 New
CI
1135
CX Institutional
Indiana
$107K +$36.1K +107 +49%
CTB
1136
Country Trust Bank
Illinois
$105K
PMFA
1137
Plante Moran Financial Advisors
Michigan
$103K -$370K -1,096 -78%
RA
1138
Rational Advisors
New York
$101K +$95.1K +282 +1,128%
RWM
1139
Raffa Wealth Management
District of Columbia
$98K +$88.7K +263 +751%
Jones Financial Companies
1140
Jones Financial Companies
Missouri
$96K +$98.5K +292 New
NR
1141
Newfound Research
Massachusetts
$90K +$92.1K +273 New
VCM
1142
Versant Capital Management
Arizona
$88K -$202K -600 -69%
CG
1143
Cutler Group
California
$87K -$586K -1,736 -87%
HFM
1144
Harvest Fund Management
China
$85K -$461K -1,368 -84%
BFEC
1145
Benjamin F. Edwards & Company
Missouri
$84K -$15.5K -46 -15%
WEC
1146
Winslow Evans & Crocker
Massachusetts
$82K -$746K -2,210 -90%
CYG
1147
Clean Yield Group
Vermont
$82K
WB
1148
Webster Bank
Connecticut
$82K
LS
1149
Leelyn Smith
Illinois
$81K +$8.43K +25 +11%
KFI
1150
Key Financial Inc
Pennsylvania
$79K +$80.6K +239 New