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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
WEG
1276
World Equity Group
Illinois
$255K +$46K +129 +21%
NW
1277
Naviter Wealth
Arkansas
$254K -$2.2M -6,167 -89%
CPO
1278
Cerity Partners OCIO
New York
$254K +$5.35K +15 +2%
SG
1279
Somerset Group
Minnesota
$253K
VCM
1280
Violich Capital Management
California
$253K
LAS
1281
Lloyd Advisory Services
Georgia
$252K -$43.1K -121 -14%
IFS
1282
Ifrah Financial Services
Arkansas
$251K -$4.63K -13 -2%
FPA
1283
First Pacific Advisors
California
$251K
MA
1284
MJP Associates
Connecticut
$250K +$2.85K +8 +1%
NB
1285
Northwest Bancshares
Pennsylvania
$249K
WB
1286
West Bancorporation
Iowa
$247K -$17.8K -50 -6%
ACH
1287
ArrowMark Colorado Holdings
Colorado
$246K -$86.3K -242 -25%
VWA
1288
V Wealth Advisors
Kansas
$245K -$60.6K -170 -19%
KFP
1289
KB Financial Partners
New Jersey
$245K +$5.7K +16 +2%
SSG
1290
Summit Securities Group
New York
$245K +$207K +581 +401%
CFM
1291
Capricorn Fund Managers
United Kingdom
$245K +$259K +727 New
CBFP
1292
Cedar Brook Financial Partners
Ohio
$244K -$3.56K -10 -1%
ETI
1293
Enterprise Trust & Investment
California
$243K +$7.49K +21 +3%
FFG
1294
Fortem Financial Group
California
$240K -$2.9M -8,134 -92%
AC
1295
ASB Consultores
Florida
$240K -$330K -927 -57%
Kovitz Investment Group Partners
1296
Kovitz Investment Group Partners
Illinois
$240K +$23.5K +66 +10%
PPG
1297
Peak Planning Group
Colorado
$237K +$251K +703 New
NFC
1298
Northeast Financial Consultants
Connecticut
$236K -$4.63K -13 -2%
DY
1299
Dowling & Yahnke
California
$235K -$22.5K -63 -8%
MRCM
1300
M&R Capital Management
New Jersey
$235K