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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CC
1301
Courier Capital
New York
$206K +$241K +675 New
JFGIW
1302
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$205K +$16.5K +46 +8%
SRC
1303
Shufro Rose & Co
New York
$204K
AWA
1304
Arkadios Wealth Advisors
Georgia
$203K +$2.86K +8 +1%
PCIA
1305
Prime Capital Investment Advisors
Kansas
$203K +$238K +664 New
TPCW
1306
TD Private Client Wealth
New York
$201K -$123K -344 -34%
DBRC
1307
D.B. Root & Company
Pennsylvania
$201K -$1.43K -4 -0.6%
SWM
1308
Sculati Wealth Management
Michigan
$201K
SIC
1309
Salem Investment Counselors
North Carolina
$187K -$17.2K -48 -7%
EWM
1310
Endurance Wealth Management
Rhode Island
$182K
Acadian Asset Management
1311
Acadian Asset Management
Massachusetts
$173K
EBA
1312
Eagle Bay Advisors
New York
$172K -$31.8K -89 -14%
CAL
1313
Capital Advisors Ltd
Ohio
$161K +$25K +70 +15%
FP
1314
Financial Perspectives
Minnesota
$158K
FF
1315
FourThought Financial
Florida
$155K -$99.8K -279 -35%
UCB
1316
United Community Bank
South Carolina
$153K
HI
1317
Hendershot Investments
Virginia
$152K
EWA
1318
EverSource Wealth Advisors
Alabama
$152K +$20.4K +57 +13%
WB
1319
West Bancorporation
Iowa
$150K -$86.9K -243 -33%
PP
1320
Paloma Partners
Connecticut
$148K -$3.56M -9,954 -95%
LTI
1321
Laffer Tengler Investments
Tennessee
$141K
KFI
1322
Key Financial Inc
Pennsylvania
$139K
PB
1323
Pinnacle Bancorp
Nebraska
$133K +$14.3K +40 +10%
MCC
1324
Money Concepts Capital
Florida
$131K -$6.08K -17 -4%
C
1325
Covestor
United Kingdom
$129K -$37.2K -104 -20%