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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FTA
551
Financial & Tax Architects
Missouri
$6.08M -$404K -1,023 -7%
CTA
552
Colonial Trust Advisors
South Carolina
$6.06M -$140K -354 -3%
HA
553
Harbor Advisors
Florida
$6.02M – – –
WM
554
Whitford Management
New York
$5.98M +$5.36M +13,579 New
BCV
555
Banque Cantonale Vaudoise
Switzerland
$5.98M +$856K +2,170 +19%
LIP
556
Lighthouse Investment Partners
Florida
$5.92M +$5.31M +13,449 New
MHC
557
Meyer Handelman Company
New York
$5.91M – – –
MPWT
558
MassMutual Private Wealth & Trust
Connecticut
$5.91M +$324K +822 +7%
MFG
559
Merit Financial Group
Georgia
$5.9M -$440K -1,115 -8%
FWTB
560
First Western Trust Bank
Colorado
$5.87M -$209K -529 -4%
CGA
561
Compound Global Advisors
Washington
$5.84M – – –
GIM
562
Generate Investment Management
New Zealand
$5.84M +$5.23M +13,255 New
MLICM
563
Metropolitan Life Insurance Company (MetLife)
New York
$5.81M -$108K -274 -2%
LNWWM
564
Laird Norton Wetherby Wealth Management
California
$5.8M +$159K +403 +3%
ECM
565
Everence Capital Management
Indiana
$5.8M +$588K +1,490 +13%
CM
566
Crestline Management
Texas
$5.79M +$161K +408 +3%
MMA
567
Miracle Mile Advisors
California
$5.76M -$88.4K -224 -2%
FFA
568
Fragasso Financial Advisors
Pennsylvania
$5.76M -$158K -401 -3%
MMA
569
Mizuho Markets Americas
New York
$5.72M +$2.11M +5,351 +70%
IC
570
IEQ Capital
California
$5.72M +$528K +1,339 +12%
JAM
571
Jupiter Asset Management
United Kingdom
$5.66M -$6.64M -16,814 -57%
EOJOAM
572
E. Ohman J:or Asset Management
Sweden
$5.64M -$829K -2,100 -14%
CHAM
573
Clear Harbor Asset Management
Connecticut
$5.62M -$3.55K -9 -0.1%
ST
574
Sentinel Trust
Texas
$5.61M – – –
HCMT
575
Highland Capital Management (Tennessee)
Tennessee
$5.47M +$27.6K +70 +0.6%
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