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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CPCPP
626
Canada Post Corporation Pension Plan
Canada
$6.31M +$547K +1,021 +9%
AP
627
Americana Partners
Texas
$6.3M -$88.9K -166 -1%
BZWA
628
Blue Zone Wealth Advisors
California
$6.29M +$195K +365 +3%
BCM
629
BTC Capital Management
Iowa
$6.28M +$943K +1,761 +16%
CA
630
Clearstead Advisors
Ohio
$6.28M -$2M -3,739 -22%
KAS
631
Kestra Advisory Services
Texas
$6.25M +$342K +639 +5%
AIP
632
Ameritas Investment Partners
Nebraska
$6.24M -$251K -468 -4%
EPIMS
633
Evelyn Partners Investment Management Services
$6.23M +$1.39M +2,597 +25%
DAS
634
Dynamic Advisor Solutions
Arizona
$6.21M +$163K +304 +2%
LGWM
635
Litman Gregory Wealth Management
California
$6.2M -$55.2K -103 -0.8%
ST
636
Sentinel Trust
Texas
$6.2M – – –
ALMGDA
637
AG2R La Mondiale Gestion d'Actifs
France
$6.19M – – –
NO
638
Ninety One
South Africa
$6.13M +$622K +1,161 +10%
FC
639
Farringdon Capital
United Kingdom
$6.13M +$3.89M +7,257 +136%
LOAMS
640
Lombard Odier Asset Management (Switzerland)
Switzerland
$6.03M +$542K +1,013 +9%
HF
641
HRT Financial
New York
$6.03M +$6.63M +12,381 New
AMM
642
American Money Management
California
$6.02M +$962K +1,796 +17%
TPM
643
Totem Point Management
New York
$6.02M -$4.13M -7,714 -38%
AAP
644
Arax Advisory Partners
Colorado
$6M +$3.02M +5,649 +85%
KIA
645
KCM Investment Advisors
California
$5.94M +$18.7K +35 +0.3%
VC
646
Vestor Capital
Illinois
$5.92M +$6.24M +11,654 +2,322%
MWA
647
Meridian Wealth Advisors
Texas
$5.89M +$51.4K +96 +0.8%
PMWMG
648
Parr McKnight Wealth Management Group
Minnesota
$5.85M +$85.1K +159 +1%
SHFA
649
SS&H Financial Advisors
Michigan
$5.79M – – –
CM
650
Columbus Macro
Pennsylvania
$5.76M +$321K +599 +5%
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