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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1251
Jones Financial Companies
Missouri
$77K -$65.7K -171 -48%
ZB
1252
Zions Bancorporation
Utah
$77K +$769 +2 +1%
SSB
1253
Sandy Spring Bank
Maryland
$75K +$44.6K +116 +171%
CMBA
1254
C.M. Bidwell & Associates
Hawaii
$72K
KFS
1255
Kelly Financial Services
Massachusetts
$71.5K +$56.1K +146 +521%
TAIM
1256
TD Ameritrade Investment Management
Nebraska
$71K +$12.3K +32 +23%
CHA
1257
Carmichael Hill & Associates
Maryland
$69K
GWS
1258
Glassman Wealth Services
Virginia
$69K +$5.76K +15 +10%
FFA
1259
Freedman Financial Associates
Massachusetts
$67K
RFA
1260
Reilly Financial Advisors
California
$67K +$384 +1 +0.6%
KTC
1261
Kistler-Tiffany Companies
Pennsylvania
$66K
RIM
1262
Rockbridge Investment Management
New York
$62K
EWM
1263
Evermay Wealth Management
Virginia
$62K +$57.6K +150 New
WLPWM
1264
Walled Lake Planning & Wealth Management
Illinois
$61K
PMFA
1265
Plante Moran Financial Advisors
Michigan
$58K -$66.5K -173 -55%
GAM
1266
Gemmer Asset Management
California
$54K +$1.54K +4 +3%
CA
1267
Capitolis Advisors
New York
$53K -$357K -930 -88%
EARNEST Partners
1268
EARNEST Partners
Georgia
$52K
FMII
1269
Farmers & Merchants Investments Inc
Nebraska
$52K
JWM
1270
Janiczek Wealth Management
Colorado
$50K +$1.54K +4 +3%
AWA
1271
Arkadios Wealth Advisors
Georgia
$50K +$23.4K +61 +100%
AWM
1272
Atticus Wealth Management
Florida
$47K
CDIA
1273
Capital Directions Investment Advisors
Georgia
$47K +$44.2K +115 New
GEA
1274
Glen Eagle Advisors
New Jersey
$44.3K
TFO
1275
Tarbox Family Office
California
$43K