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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
WTG
1451
West Tower Group
Virginia
$113K +$121K +309 New
DJSG
1452
D.J. St. Germain
Massachusetts
$111K
HFM
1453
Harvest Fund Management
China
$111K -$30.3K -77 -20%
HWM
1454
HighMark Wealth Management
Minnesota
$110K
FFA
1455
Fairfield Financial Advisors
Massachusetts
$108K
VCM
1456
Versant Capital Management
Arizona
$106K
KLWA
1457
Kelly Lawrence W & Associates
California
$103K
GCM
1458
Goldstream Capital Management
Hong Kong
$103K
DFA
1459
DHJJ Financial Advisors
Illinois
$103K +$110K +281 New
TF
1460
Tompkins Financial
New York
$102K -$5.9K -15 -5%
RFA
1461
Resurgent Financial Advisors
Georgia
$96.5K -$35.4K -90 -25%
HIIFS
1462
Harel Insurance Investments & Financial Services
Israel
$96K
SPWM
1463
Spartan Planning & Wealth Management
North Carolina
$95K +$102K +260 New
CCP
1464
Carmel Capital Partners
California
$93.2K +$29.5K +75 +42%
WB
1465
Webster Bank
Connecticut
$91.4K
AGWCA
1466
Annis Gardner Whiting Capital Advisors
Florida
$85.1K +$91.6K +233 New
AA
1467
Ancora Advisors
Ohio
$84.9K +$25.2K +64 +38%
SWM
1468
Sugarloaf Wealth Management
Georgia
$83.7K +$37.4K +95 +71%
BAAM
1469
Baker Avenue Asset Management
California
$83.7K +$393 +1 +0.4%
DCM
1470
Disciplina Capital Management
Tennessee
$83.6K +$393 +1 +0.4%
FMII
1471
Farmers & Merchants Investments Inc
Nebraska
$83.3K
WPA
1472
West Paces Advisors
Georgia
$82.9K
Jones Financial Companies
1473
Jones Financial Companies
Missouri
$74.9K +$17.3K +44 +27%
FWM
1474
Focused Wealth Management
New York
$74.2K
PP
1475
PFS Partners
New Jersey
$71.6K +$393 +1 +0.5%