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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
601
Legacy Financial Strategies
Kansas
$684K +$79K +408 +14%
WSFS
602
Wilmington Savings Fund Society
Delaware
$680K +$14.3K +74 +2%
GW
603
GW & Wade
Massachusetts
$676K +$194K +1,000 +45%
CQS
604
Credential Qtrade Securities
$670K +$456K +2,354 +285%
MAFM
605
Mid Atlantic Financial Management
Pennsylvania
$666K +$613K +3,163 New
FWCM
606
Ferguson Wellman Capital Management
Oregon
$665K – – –
CAPTRUST Financial Advisors
607
CAPTRUST Financial Advisors
North Carolina
$664K +$13.9K +72 +2%
HAM
608
Highstreet Asset Management
Ontario, Canada
$663K -$240K -1,238 -28%
FBFS
609
First Business Financial Services
Wisconsin
$661K -$14.1K -73 -2%
MCM
610
McKinley Capital Management
Alaska
$660K -$59.6K -308 -9%
VanEck Associates
611
VanEck Associates
New York
$660K +$607K +3,137 New
RMCM
612
Reynders McVeigh Capital Management
Massachusetts
$653K -$38.1K -197 -6%
AF
613
Advisornet Financial
Minnesota
$653K – – –
BSPF
614
British Steel Pension Fund
United Kingdom
$647K -$62.9K -325 -10%
TAM
615
Tiverton Asset Management
Delaware
$645K +$593K +3,063 New
CRC
616
Curi RMB Capital
Illinois
$641K – – –
PK
617
Pflug Koory
Nebraska
$639K – – –
BJL
618
Brighton Jones LLC
Washington
$634K +$2.52K +13 +0.4%
MRCM
619
M&R Capital Management
New Jersey
$633K – – –
VFM
620
Viking Fund Management
North Dakota
$632K – – –
ACM
621
ADI Capital Management
New York
$632K +$581K +3,000 New
GLA
622
Great Lakes Advisors
Illinois
$628K +$273K +1,409 +90%
FA
623
FMA Advisory
Pennsylvania
$615K +$5.23K +27 +0.9%
CCA
624
Catalyst Capital Advisors
New York
$611K -$38.7K -200 -6%
DWM
625
Doyle Wealth Management
Florida
$610K – – –