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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
FIT
1201
Financially in Tune
Massachusetts
$746K -$68.2K -147 -8%
LIM
1202
Leavell Investment Management
Alabama
$744K -$25.1K -54 -3%
BHWM
1203
Bar Harbor Wealth Management
New Hampshire
$741K – – –
Penserra Capital Management
1204
Penserra Capital Management
California
$740K +$25.1K +54 +3%
SB
1205
Sunflower Bank
Texas
$738K +$43.2K +93 +6%
Blue Trust Inc
1206
Blue Trust Inc
Georgia
$735K -$396K -852 -33%
GAM
1207
Griffin Asset Management
New York
$734K -$534K -1,150 -40%
SBI Securities
1208
SBI Securities
Japan
$733K +$158K +340 +25%
BFA
1209
Beaumont Financial Advisors
Massachusetts
$731K -$28.3K -61 -3%
CFP
1210
Catalyst Financial Partners
Massachusetts
$731K +$58.5K +126 +8%
MCM
1211
Mendel Capital Management
Arkansas
$726K +$792K +1,707 New
IDBONY
1212
Israel Discount Bank of New York
New York
$723K – – –
WPC
1213
Waters Parkerson & Co
Louisiana
$723K – – –
KCM
1214
Kathmere Capital Management
Pennsylvania
$721K +$169K +364 +27%
UW
1215
Unique Wealth
Florida
$719K +$785K +1,691 New
WFA
1216
Wellspring Financial Advisors
Ohio
$717K -$235K -507 -23%
AIM
1217
Arcadia Investment Management
Michigan
$716K – – –
Advisory Alpha
1218
Advisory Alpha
Michigan
$716K +$181K +389 +30%
Phoenix Financial
1219
Phoenix Financial
Israel
$713K +$791K +1,704 New
ST
1220
Spinnaker Trust
Maine
$712K -$31.6K -68 -4%
LAM
1221
L2 Asset Management
Massachusetts
$711K +$53.9K +116 +7%
TWP
1222
Tyche Wealth Partners
Texas
$710K -$44.6K -96 -5%
N
1223
Numerai
California
$709K +$774K +1,667 New
MCA
1224
Magnolia Capital Advisors
Mississippi
$708K -$110K -237 -12%
Modern Wealth Management
1225
Modern Wealth Management
Kansas
$702K +$93.8K +202 +14%