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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1601
Toth Financial Advisory
Virginia
$12K – – –
ARIS
1602
Advanced Research Investment Solutions
California
$12K +$12.2K +30 New
IAS
1603
IMA Advisory Services
Colorado
$11K – – –
GKIM
1604
GW&K Investment Management
Massachusetts
$11K +$11K +27 New
FA
1605
Fortis Advisors
Pennsylvania
$10K – – –
NIC
1606
Northwest Investment Counselors
Oregon
$10K +$2.85K +7 +41%
SIS
1607
Sound Income Strategies
Florida
$10K +$10.2K +25 New
UIA
1608
Ulland Investment Advisors
Minnesota
$10K +$10.2K +25 New
APW
1609
Acima Private Wealth
Virginia
$9K – – –
CI
1610
Cordant Inc
Oregon
$9K +$9.37K +23 New
SLWA
1611
San Luis Wealth Advisors
California
$8K +$6.52K +16 New
Kayne Anderson Rudnick Investment Management
1612
Kayne Anderson Rudnick Investment Management
California
$7K – – –
SCA
1613
Stonebridge Capital Advisors
Minnesota
$7K +$6.92K +17 New
UFF
1614
USA Financial Formulas
Michigan
$6K -$66K -162 -92%
GI
1615
Gradient Investments
Minnesota
$6K – – –
HWM
1616
HighMark Wealth Management
Minnesota
$6K +$5.7K +14 New
FCA
1617
FinTrust Capital Advisors
South Carolina
$5K -$46.4K -114 -90%
SC
1618
Schubert & Co
Texas
$5K -$815 -2 -13%
HDIM
1619
Hanson & Doremus Investment Management
Vermont
$5K – – –
DI
1620
Disciplined Investments
Oklahoma
$5K +$4.89K +12 New
APC
1621
Aspire Private Capital
North Carolina
$5K +$5.29K +13 New
WAM
1622
Worth Asset Management
Texas
$5K +$6.11K +15 New
RIM
1623
Rockbridge Investment Management
New York
$4.08K -$57K -140 -93%
GLLW
1624
Graves Light Lenhart Wealth
Virginia
$4K – – –
S
1625
Surevest
California
$4K +$815 +2 +29%