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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
651
Chesley Taft & Associates
Illinois
$5.74M +$23K +43 +0.4%
CIC
652
Cutler Investment Counsel
Oregon
$5.73M -$1.61K -3 -0%
SIM
653
Sterling Investment Management
Arizona
$5.72M +$1.56M +2,916 +33%
SF
654
Summit Financial
New Jersey
$5.7M -$119K -222 -2%
FCH
655
Freestone Capital Holdings
Washington
$5.69M +$105K +196 +2%
KWM
656
Kingsview Wealth Management
Oregon
$5.65M +$71.2K +133 +1%
RIM
657
Rakuten Investment Management
Japan
$5.62M +$13.1M +24,544 New
AMI
658
Amica Mutual Insurance
Rhode Island
$5.62M – – –
CCM
659
Coldstream Capital Management
Washington
$5.57M +$576K +1,075 +10%
SWP
660
Stratos Wealth Partners
Ohio
$5.57M +$967K +1,806 +19%
ASN
661
Advisory Services Network
Georgia
$5.56M +$77.1K +144 +1%
NRS
662
Neville Rodie & Shaw
New York
$5.55M -$2.14K -4 -0%
DSC
663
Duncker Streett & Co
Missouri
$5.55M +$37.5K +70 +0.6%
GL
664
GHE LLC
Tennessee
$5.54M -$53.5K -100 -0.9%
CTA
665
Colonial Trust Advisors
South Carolina
$5.51M -$293K -548 -5%
AC
666
Allstate Corporation
Illinois
$5.5M +$5.67M +10,587 +1,479%
MC
667
Mount Capital
United Kingdom
$5.46M – – –
PAS
668
Point72 Asia (Singapore)
Singapore
$5.46M +$2.46M +4,585 +69%
AAM
669
Azzad Asset Management
Virginia
$5.42M -$54.1K -101 -0.9%
BPWM
670
Badgley Phelps Wealth Managers
Washington
$5.35M +$5.67M +10,584 +2,575%
EAMA
671
EFG Asset Management (Americas)
Florida
$5.33M -$314K -587 -5%
RWM
672
Rockline Wealth Management
New York
$5.3M +$399K +746 +7%
JSP
673
Jackson Square Partners
California
$5.26M -$98.5K -184 -2%
GCM
674
Greenland Capital Management
New York
$5.26M -$6.9M -12,879 -54%
CHAM
675
Clear Harbor Asset Management
Connecticut
$5.26M -$62.6K -117 -1%
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