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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
1376
Pinnacle Wealth Management Advisory Group
New Jersey
$582K +$34.6K +70 +7%
JFG
1377
Jefferies Financial Group
New York
$578K +$52.4K +106 +11%
BC
1378
Burney Company
Virginia
$578K +$240K +485 +78%
PCS
1379
Personal CFO Solutions
New Jersey
$578K +$173K +350 +46%
BBWP
1380
Beacon Bridge Wealth Partners
Pennsylvania
$576K -$118K -238 -18%
ESBC
1381
E.S. Barr & Co
Kentucky
$575K – – –
VVP
1382
Venture Visionary Partners
Ohio
$574K +$4.95K +10 +0.9%
WFI
1383
West Family Investments
California
$572K -$218K -440 -29%
FMLI
1384
Fukoku Mutual Life Insurance
Japan
$572K -$73.2K -148 -12%
MFIM
1385
Mesirow Financial Investment Management
Illinois
$571K -$142K -287 -21%
EFG
1386
Embree Financial Group
Illinois
$570K +$10.4K +21 +2%
AWM
1387
Ameliora Wealth Management
Switzerland
$569K +$31.7K +64 +6%
Parallax Volatility Advisers
1388
Parallax Volatility Advisers
California
$568K +$15.3K +31 +3%
CF
1389
Convergence Financial
Missouri
$568K +$126K +254 +31%
CAG
1390
Csenge Advisory Group
Florida
$565K -$207K -418 -28%
WA
1391
Waddell & Associates
Tennessee
$564K +$4.45K +9 +0.8%
FB
1392
Fulton Bank
Pennsylvania
$564K +$51.5K +104 +11%
SDAM
1393
Shulman DeMeo Asset Management
New York
$563K +$495 +1 +0.1%
BFM
1394
Boothbay Fund Management
New York
$563K -$522K -1,056 -49%
LCWM
1395
Legacy Capital Wealth Management
Texas
$562K +$532K +1,076 New
SWA
1396
Stratos Wealth Advisors
Ohio
$562K -$64.3K -130 -11%
ICP
1397
Interchange Capital Partners
Pennsylvania
$560K -$230K -464 -30%
MPM
1398
Meritage Portfolio Management
Kansas
$558K +$105K +212 +25%
SPC
1399
Sigma Planning Corp
Michigan
$557K +$18.3K +37 +4%
VCA
1400
Verdence Capital Advisors
Maryland
$555K -$495 -1 -0.1%