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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
576
Baldwin Wealth Partners
Massachusetts
$958K -$10.9K -50 -1%
GIA
577
Guyasuta Investment Advisors
Pennsylvania
$950K – – –
SM
578
Sciencast Management
New Jersey
$947K +$860K +3,937 New
AIM
579
Anchor Investment Management
South Carolina
$943K +$6.77K +31 +0.8%
SWM
580
Segment Wealth Management
Texas
$937K +$37.1K +170 +4%
AT
581
Arden Trust
Delaware
$932K -$135K -616 -13%
CEP
582
Chicago Equity Partners
Illinois
$926K -$898K -4,110 -50%
EGM
583
Engineers Gate Manager
New York
$924K +$886K +4,056 New
KM
584
Kalos Management
Georgia
$923K +$1.19M +5,433 New
WF
585
Welch & Forbes
Massachusetts
$922K – – –
FMLI
586
Fukoku Mutual Life Insurance
Japan
$911K +$502K +2,300 +135%
BAM
587
Blueshift Asset Management
New Jersey
$907K +$870K +3,981 New
BOH
588
Bank of Hawaii
Hawaii
$905K -$307K -1,405 -26%
BHWM
589
Bar Harbor Wealth Management
New Hampshire
$905K – – –
JCM
590
Jacobsen Capital Management
Utah
$904K +$867K +3,971 New
Mariner
591
Mariner
Kansas
$896K +$3.28K +15 +0.4%
PC
592
PA Capital
Virginia
$890K +$25.8K +118 +3%
TCOV
593
Trust Company of Vermont
Vermont
$885K -$4.15K -19 -0.5%
FWM
594
Frontier Wealth Management
Missouri
$884K – – –
PCP
595
Proficio Capital Partners
Massachusetts
$875K +$8.3K +38 +1%
HPIA
596
Hamilton Point Investment Advisors
North Carolina
$866K – – –
FTIOP
597
Fiduciary Trust International of Pennsylvania
Pennsylvania
$859K – – –
Group One Trading
598
Group One Trading
Illinois
$857K +$203K +931 +33%
CI
599
Conning Inc
Connecticut
$856K -$512K -2,346 -38%
MML Investors Services
600
MML Investors Services
Massachusetts
$856K +$87.8K +402 +12%