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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1251
Geneos Wealth Management
Colorado
$194K +$433 +1 +0.2%
BCP
1252
Blue Chip Partners
Michigan
$193K
LWM
1253
Liberty Wealth Management
California
$182K +$89.7K +207 +100%
SGAM
1254
Smith Group Asset Management
Texas
$173K -$522K -1,205 -75%
HF
1255
Halpern Financial
Virginia
$171K +$174K +402 New
CFA
1256
Cahill Financial Advisors
Minnesota
$166K +$169K +390 New
SOW
1257
State of Wyoming
Wyoming
$164K +$6.07K +14 +4%
BAM
1258
Barrett Asset Management
New York
$159K
PCG
1259
Private Capital Group
Connecticut
$156K
Jones Financial Companies
1260
Jones Financial Companies
Missouri
$146K +$67.6K +156 +83%
CTB
1261
Country Trust Bank
Illinois
$145K +$9.97K +23 +7%
SSB
1262
Sandy Spring Bank
Maryland
$135K +$57.6K +133 +72%
AWM
1263
Avior Wealth Management
Nebraska
$134K
MFT
1264
Moisand Fitzgerald Tamayo
Florida
$132K
KFI
1265
Key Financial Inc
Pennsylvania
$126K
FMT
1266
First Mercantile Trust
Tennessee
$123K -$156K -360 -55%
TWA
1267
TCI Wealth Advisors
Arizona
$116K +$433 +1 +0.4%
NR
1268
Newfound Research
Massachusetts
$116K +$18.2K +42 +18%
NFG
1269
Next Financial Group
Texas
$114K -$68.5K -158 -37%
VCM
1270
Versant Capital Management
Arizona
$113K -$1.3K -3 -1%
PWM
1271
Prentice Wealth Management
New York
$110K +$867 +2 +0.8%
CFA
1272
Carroll Financial Associates
North Carolina
$110K +$102K +235 +940%
GCGDR
1273
Geo Capital Gestora de Recursos
Brazil
$109K -$2.03M -4,694 -95%
CYG
1274
Clean Yield Group
Vermont
$106K
WB
1275
Webster Bank
Connecticut
$106K