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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1176
Platinum Investment Management
Australia
$686K +$712K +1,685 New
LA
1177
LVW Advisors
New York
$683K -$121K -287 -15%
MWM
1178
Modern Wealth Management
Kansas
$682K +$9.71K +23 +1%
NPT
1179
National Philanthropic Trust
Pennsylvania
$679K +$49.8K +118 +8%
KCM
1180
Kathmere Capital Management
Pennsylvania
$678K -$11.8K -28 -2%
XF
1181
XML Financial
Maryland
$675K +$302K +716 +76%
SS
1182
SBI Securities
Japan
$674K -$29.1K -69 -4%
MP
1183
Mangrove Partners
Connecticut
$669K +$694K +1,643 New
BTI
1184
Blue Trust Inc
Georgia
$668K -$36.7K -87 -5%
PPW
1185
Parcion Private Wealth
Washington
$668K -$146K -346 -17%
PCP
1186
Proficio Capital Partners
Massachusetts
$667K +$692K +1,638 New
PMA
1187
Prudent Man Advisors
Illinois
$667K +$83.2K +197 +14%
CAG
1188
Cypress Advisory Group
Arizona
$665K +$690K +1,634 New
RA
1189
RiverPark Advisors
New York
$662K – – –
MCA
1190
Magnolia Capital Advisors
Mississippi
$659K -$19.4K -46 -3%
NCM
1191
Northside Capital Management
Oregon
$655K – – –
VAS
1192
Valicenti Advisory Services
New York
$652K – – –
NP
1193
NorthRock Partners
Minnesota
$649K -$318K -754 -31%
SCM
1194
Shelton Capital Management
Colorado
$648K -$233K -551 -26%
WFA
1195
Wellspring Financial Advisors
Ohio
$647K -$40.5K -96 -6%
AWM
1196
Axxcess Wealth Management
California
$647K +$671K +1,590 New
BFA
1197
Beaumont Financial Advisors
Massachusetts
$647K -$55.3K -131 -8%
AF
1198
Advisornet Financial
Minnesota
$646K -$219K -519 -25%
SWM
1199
Spire Wealth Management
Virginia
$643K -$999K -2,366 -60%
Simplex Trading
1200
Simplex Trading
Illinois
$641K +$665K +1,575 New