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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
651
Legacy Financial Strategies
Kansas
$1.01M +$56.9K +219 +6%
ACM
652
Alethea Capital Management
Washington
$1.01M +$958K +3,687 New
SCA
653
Snowden Capital Advisors
New York
$1.01M +$59.5K +229 +7%
AT
654
Arden Trust
Delaware
$995K -$104K -400 -10%
CEP
655
Chicago Equity Partners
Illinois
$973K +$565K +2,175 +156%
CT
656
Coastline Trust
Rhode Island
$958K
MERSOM
657
Municipal Employees' Retirement System of Michigan
Michigan
$953K +$13K +50 +1%
CCIA
658
Campbell & Co Investment Adviser
Maryland
$944K +$898K +3,457 New
CG
659
Colony Group
Massachusetts
$939K +$252K +970 +39%
WP
660
WMS Partners
Maryland
$931K
BFA
661
Brendel Financial Advisors
New Hampshire
$899K +$187K +720 +28%
CC
662
Chicago Capital
Illinois
$896K
JCM
663
Jacobsen Capital Management
Utah
$892K +$260 +1 +0%
AF
664
Advisornet Financial
Minnesota
$886K +$29.6K +114 +4%
WSFS
665
Wilmington Savings Fund Society
Delaware
$878K -$9.09K -35 -1%
HH
666
HWG Holdings
Texas
$878K +$351K +1,351 +72%
Northwestern Mutual Wealth Management
667
Northwestern Mutual Wealth Management
Wisconsin
$855K +$49.9K +192 +7%
HKAM
668
Horizon Kinetics Asset Management
New York
$853K
FBFS
669
First Business Financial Services
Wisconsin
$852K -$4.68K -18 -0.6%
SF
670
Synovus Financial
Georgia
$846K +$126K +485 +18%
PK
671
Pflug Koory
Nebraska
$829K
EB
672
Eastern Bank
Massachusetts
$826K -$5.2K -20 -0.7%
VFM
673
Viking Fund Management
North Dakota
$819K
SW
674
SVB Wealth
Massachusetts
$819K +$88.9K +342 +13%
IIM
675
Intact Investment Management
Quebec, Canada
$819K +$390K +1,500 +100%