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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
LI
1351
LVZ Inc
Michigan
$201K +$195K +426 New
PM
1352
Phraction Management
Connecticut
$201K +$195K +426 New
KFS
1353
Kelly Financial Services
Massachusetts
$200K +$93.3K +204 +93%
QC
1354
Quent Capital
New York
$200K +$194K +423 New
VBCG
1355
Valley Brook Capital Group
Pennsylvania
$200K +$194K +425 New
HF
1356
Halpern Financial
Virginia
$190K
GCS
1357
Gordian Capital (Singapore)
Singapore
$189K +$183K +400 New
BAM
1358
Barrett Asset Management
New York
$186K +$9.15K +20 +5%
EWA
1359
EverSource Wealth Advisors
Alabama
$182K +$176K +385 New
SOW
1360
State of Wyoming
Wyoming
$170K -$11.9K -26 -7%
Jones Financial Companies
1361
Jones Financial Companies
Missouri
$165K +$2.75K +6 +2%
CTB
1362
Country Trust Bank
Illinois
$161K
NFG
1363
Next Financial Group
Texas
$160K +$33.4K +73 +27%
GWM
1364
Geneos Wealth Management
Colorado
$159K -$52.6K -115 -25%
PCG
1365
Private Capital Group
Connecticut
$157K -$15.6K -34 -9%
AWM
1366
Avior Wealth Management
Nebraska
$149K
C
1367
Covestor
United Kingdom
$149K +$145K +316 New
CFO
1368
CVA Family Office
Colorado
$147K +$142K +311 New
TWA
1369
TCI Wealth Advisors
Arizona
$143K +$14.6K +32 +12%
KFI
1370
Key Financial Inc
Pennsylvania
$140K
NR
1371
Newfound Research
Massachusetts
$132K +$2.29K +5 +2%
AF
1372
Allworth Financial
California
$127K +$22.4K +49 +22%
CT
1373
Cambridge Trust
Massachusetts
$127K +$123K +269 New
VCM
1374
Versant Capital Management
Arizona
$126K
OC
1375
Oakworth Capital
Alabama
$126K +$108K +237 +765%