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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
1401
Wealthcare Advisory Partners
Pennsylvania
$298K -$41.8K -106 -14%
FI
1402
Finivi Inc
Massachusetts
$297K +$266K +675 New
ANTB
1403
AMG National Trust Bank
Colorado
$297K -$59.2K -150 -18%
GBT
1404
Grove Bank & Trust
Florida
$297K -$32K -81 -11%
CSB
1405
City State Bank
Iowa
$296K -$5.92K -15 -2%
SWA
1406
Stratos Wealth Advisors
Ohio
$295K +$264K +669 New
SHGA
1407
Sand Hill Global Advisors
California
$293K +$263K +666 New
DBRC
1408
D.B. Root & Company
Pennsylvania
$292K +$9.08K +23 +4%
EBA
1409
Eagle Bay Advisors
New York
$291K -$60.4K -153 -19%
ACM
1410
Allred Capital Management
Texas
$290K -$395 -1 -0.2%
GRP
1411
Global Retirement Partners
California
$290K +$78.1K +198 +42%
GAG
1412
Goodman Advisory Group
Massachusetts
$289K
OAM
1413
Oxford Asset Management
United Kingdom
$289K +$259K +656 New
TIA
1414
Traphagen Investment Advisors
New Jersey
$288K -$49.3K -125 -16%
CWM
1415
Compass Wealth Management
Connecticut
$288K
PPW
1416
Pasadena Private Wealth
California
$288K
SP
1417
Stablepoint Partners
Massachusetts
$288K +$258K +653 New
Jennison Associates
1418
Jennison Associates
New York
$287K -$153M -387,238 -100%
RBC
1419
Romano Brothers & Co
Illinois
$287K -$39.1K -99 -13%
RPA
1420
Rock Point Advisors
Vermont
$286K -$39.5K -100 -13%
AIA
1421
Alera Investment Advisors
Illinois
$285K +$3.16K +8 +1%
CIA
1422
Compass Ion Advisors
Pennsylvania
$284K -$9.08K -23 -3%
SMG
1423
Smart Money Group
Texas
$282K +$253K +641 New
DWM
1424
Darwin Wealth Management
Florida
$281K -$22.5K -57 -8%
MM
1425
MQS Management
New York
$281K +$252K +638 New