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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
1401
Joel Isaacson & Co
New York
$425K -$34.6K -70 -8%
CWG
1402
Cornerstone Wealth Group
North Carolina
$425K +$9.9K +20 +2%
RFS
1403
Richardson Financial Services
Massachusetts
$424K +$1.49K +3 +0.3%
MAWA
1404
Moss Adams Wealth Advisors
Washington
$423K +$150K +304 +59%
IC
1405
Iconiq Capital
California
$422K +$404K +816 New
CAAS
1406
Capital Asset Advisory Services
Michigan
$419K -$13.4K -27 -3%
DCM
1407
Dudley Capital Management
Virginia
$417K +$400K +808 New
LNB
1408
Ledyard National Bank
$416K +$27.7K +56 +7%
NED
1409
Nancy E. Dempze
$413K +$396K +800 New
LA
1410
Legacy Advisors
Pennsylvania
$413K +$47K +95 +13%
PHS
1411
Pekin Hardy Strauss
Illinois
$412K – – –
WA
1412
Waddell & Associates
Tennessee
$412K – – –
CCA
1413
Childress Capital Advisors
Texas
$411K +$1.49K +3 +0.4%
Connor, Clark & Lunn Investment Management (CC&L)
1414
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$407K -$11.5M -23,302 -97%
WP
1415
WMS Partners
Maryland
$405K -$109K -220 -22%
CFG
1416
Clayton Financial Group
Missouri
$404K -$69.8K -141 -15%
BBP
1417
Banco BTG Pactual
Brazil
$403K -$454K -917 -54%
IFG
1418
Independent Financial Group
California
$400K +$114K +231 +42%
FCM
1419
Fourpath Capital Management
Oklahoma
$399K -$10.4K -21 -3%
SAM
1420
Strategy Asset Managers
California
$399K +$8.41K +17 +2%
BB
1421
Burford Brothers
Texas
$399K – – –
SIC
1422
Samalin Investment Counsel
New York
$399K +$495 +1 +0.1%
HFM
1423
Hartford Funds Management
Pennsylvania
$396K +$379K +766 New
MCCA
1424
Mill Creek Capital Advisors
Pennsylvania
$395K -$100K -203 -21%
CWP
1425
Concord Wealth Partners
Virginia
$395K +$2.47K +5 +0.7%