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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
KM
1326
Kalos Management
Georgia
$312K -$1.49M -3,663 -83%
IFS
1327
Ifrah Financial Services
Arkansas
$311K -$407 -1 -0.1%
MSS
1328
Mitchell Sinkler & Starr
Pennsylvania
$311K +$1.22K +3 +0.4%
DY
1329
Dowling & Yahnke
California
$311K +$25.3K +62 +9%
PWS
1330
Precision Wealth Strategies
Missouri
$311K +$308K +757 New
SIA
1331
SkyView Investment Advisors
New Jersey
$309K -$13.9M -34,170 -98%
SG
1332
Somerset Group
Minnesota
$308K
VCM
1333
Violich Capital Management
California
$308K
ANTB
1334
AMG National Trust Bank
Colorado
$308K +$48.9K +120 +19%
VC
1335
Veracity Capital
Georgia
$307K -$1.12M -2,754 -79%
FPA
1336
First Pacific Advisors
California
$305K +$275K +674 +963%
CPO
1337
Cerity Partners OCIO
New York
$304K
NB
1338
Northwest Bancshares
Pennsylvania
$303K +$23.2K +57 +8%
TC
1339
Telemus Capital
Michigan
$303K +$56.2K +138 +23%
CFA
1340
CWS Financial Advisors
Michigan
$303K +$301K +739 New
EWM
1341
Empirical Wealth Management
Washington
$302K +$33K +81 +12%
MA
1342
MJP Associates
Connecticut
$301K -$7.33K -18 -2%
ACM
1343
Avalon Capital Management
California
$301K
CBFP
1344
Cedar Brook Financial Partners
Ohio
$301K +$8.15K +20 +3%
FBT
1345
First Bank & Trust
South Dakota
$301K +$299K +733 New
SAM
1346
Strategy Asset Managers
California
$301K +$299K +735 New
ACA
1347
Atlas Capital Advisors
Wyoming
$301K +$4.48K +11 +2%
5L
1348
55I LLC
Massachusetts
$298K +$28.5K +70 +11%
CG
1349
Corundum Group
Colorado
$298K +$74.5K +183 +34%
FCM
1350
Fourpath Capital Management
Oklahoma
$298K +$296K +727 New