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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
SB
1126
Strategic Blueprint
Georgia
$322K -$12.1K -28 -4%
SCM
1127
Stevens Capital Management
Pennsylvania
$322K +$328K +758 New
BCM
1128
Buckhead Capital Management
Georgia
$321K
OWA
1129
One Wealth Advisors
California
$320K
CWM
1130
Connecticut Wealth Management
Connecticut
$320K +$15.6K +36 +5%
MSS
1131
Mitchell Sinkler & Starr
Pennsylvania
$320K +$46.4K +107 +17%
VCM
1132
Violich Capital Management
California
$319K
SG
1133
Somerset Group
Minnesota
$319K +$325K +750 New
SF
1134
Summit Financial
New Jersey
$319K +$325K +750 New
NA
1135
NewEdge Advisors
Louisiana
$317K +$29.5K +68 +10%
AIA
1136
Avalon Investment & Advisory
Texas
$317K +$107K +247 +49%
VCM
1137
Virtue Capital Management
Tennessee
$316K +$6.5K +15 +2%
Acadian Asset Management
1138
Acadian Asset Management
Massachusetts
$315K -$397K -917 -55%
Fisher Asset Management
1139
Fisher Asset Management
Washington
$314K +$59.4K +137 +23%
RWA
1140
RGT Wealth Advisors
Texas
$307K -$21.7K -50 -6%
SAM
1141
Strategy Asset Managers
California
$307K +$867 +2 +0.3%
ACA
1142
Atlas Capital Advisors
Wyoming
$307K
CL
1143
CPWM LLC
Washington
$306K -$1.3K -3 -0.4%
CHC
1144
City Holding Co
West Virginia
$304K +$119K +275 +63%
AWM
1145
Altavista Wealth Management
North Carolina
$300K +$2.17K +5 +0.7%
IGGA
1146
Iron Gate Global Advisors
Utah
$300K +$3.03K +7 +1%
ETI
1147
Enterprise Trust & Investment
California
$297K
PFM
1148
Parsec Financial Management
North Carolina
$297K
BDF
1149
Balasa Dinverno & Foltz
$295K -$867 -2 -0.3%
MSFS
1150
Main Street Financial Solutions
Pennsylvania
$294K +$1.3K +3 +0.4%