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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
1301
Carmichael Hill & Associates
Maryland
$71K
LS
1302
Leelyn Smith
Illinois
$70K -$18.2K -42 -20%
RFA
1303
Reilly Financial Advisors
California
$70K
KTC
1304
Kistler-Tiffany Companies
Pennsylvania
$68K
EWM
1305
Evermay Wealth Management
Virginia
$64K
RIM
1306
Rockbridge Investment Management
New York
$64K
FMII
1307
Farmers & Merchants Investments Inc
Nebraska
$64K +$10.4K +24 +19%
WLPWM
1308
Walled Lake Planning & Wealth Management
Illinois
$63K
JFGIW
1309
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62K +$34.7K +80 +121%
LJHT
1310
Laurie J. Hall Trustee
$62K +$62.8K +145 New
JWA
1311
JFS Wealth Advisors
Pennsylvania
$62K +$63.3K +146 New
M
1312
MOTCO
Texas
$59K -$399K -921 -87%
CA
1313
Capitolis Advisors
New York
$57K
GAM
1314
Gemmer Asset Management
California
$56K
EARNEST Partners
1315
EARNEST Partners
Georgia
$54K
AWA
1316
Arkadios Wealth Advisors
Georgia
$52K
PHK
1317
Point72 Hong Kong
Hong Kong
$51K -$92.3K -213 -64%
TH
1318
TCTC Holdings
Texas
$51K +$34.7K +80 +195%
CDIA
1319
Capital Directions Investment Advisors
Georgia
$49K
TAIM
1320
TD Ameritrade Investment Management
Nebraska
$47K -$19.1K -44 -25%
HIM
1321
Hillsdale Investment Management
Ontario, Canada
$47K +$47.7K +110 New
GEA
1322
Glen Eagle Advisors
New Jersey
$45.9K
SBL
1323
Sargent Bickham Lagudis
Colorado
$44K +$38.6K +89 +636%
AWM
1324
Atticus Wealth Management
Florida
$43K -$6.07K -14 -12%
TFO
1325
Tarbox Family Office
California
$43K -$867 -2 -2%