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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CANY
626
Caxton Associates (New York)
New York
$1.75M +$1.13M +3,206 +196%
RWA
627
River Wealth Advisors
Pennsylvania
$1.74M -$57.9K -164 -3%
TCOV
628
Trust Company of Vermont
Vermont
$1.74M +$533K +1,512 +46%
TRCT
629
Tower Research Capital (TRC)
New York
$1.71M -$924K -2,618 -36%
IWS
630
Insight Wealth Strategies
California
$1.71M +$533K +1,511 +47%
RI
631
Redwood Investments
Massachusetts
$1.71M -$31.8K -90 -2%
SWM
632
Segment Wealth Management
Texas
$1.7M +$146K +415 +10%
CA
633
Clearstead Advisors
Ohio
$1.7M – – –
WCM
634
Whitener Capital Management
North Carolina
$1.69M -$106K -300 -6%
CCP
635
Corient Capital Partners
California
$1.68M -$17.3K -49 -1%
AG
636
Algert Global
California
$1.65M -$87.5K -248 -5%
FFG
637
Fortem Financial Group
California
$1.63M +$1.59M +4,515 New
ACA
638
Atlas Capital Advisors
Wyoming
$1.62M -$14.8K -42 -0.9%
KM
639
Kalos Management
Georgia
$1.61M -$678K -1,922 -28%
LCH
640
Lee Capital Holdings
New York
$1.61M -$1.87M -5,290 -54%
CC
641
Cedar Capital
Illinois
$1.61M +$212K +601 +16%
CCM
642
Covington Capital Management
California
$1.6M +$370K +1,050 +31%
FQ
643
First Quadrant
California
$1.59M -$220K -623 -12%
LT
644
Lindsell Train
United Kingdom
$1.59M – – –
CAM
645
Cypress Asset Management
Texas
$1.58M +$1.28M +3,630 +475%
PCP
646
Proficio Capital Partners
Massachusetts
$1.58M +$2.12K +6 +0.1%
QI
647
QS Investors
New York
$1.57M -$50.5K -143 -3%
NPA
648
Nichols & Pratt Advisers
Massachusetts
$1.57M -$123K -350 -7%
PWAG
649
Polaris Wealth Advisory Group
California
$1.56M -$114K -322 -7%
EI
650
Ethic Inc
New York
$1.56M -$14.1K -40 -0.9%
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