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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
651
Columbus Macro
Pennsylvania
$5.76M +$321K +599 +5%
CTA
652
Chesley Taft & Associates
Illinois
$5.74M +$23K +43 +0.4%
CIC
653
Cutler Investment Counsel
Oregon
$5.73M -$1.61K -3 -0%
SIM
654
Sterling Investment Management
Arizona
$5.72M +$1.56M +2,916 +33%
SF
655
Summit Financial
New Jersey
$5.7M -$119K -222 -2%
FCH
656
Freestone Capital Holdings
Washington
$5.69M +$105K +196 +2%
KWM
657
Kingsview Wealth Management
Oregon
$5.65M +$71.2K +133 +1%
RIM
658
Rakuten Investment Management
Japan
$5.62M +$13.1M +24,544 New
AMI
659
Amica Mutual Insurance
Rhode Island
$5.62M – – –
CCM
660
Coldstream Capital Management
Washington
$5.57M +$576K +1,075 +10%
SWP
661
Stratos Wealth Partners
Ohio
$5.57M +$967K +1,806 +19%
ASN
662
Advisory Services Network
Georgia
$5.56M +$77.1K +144 +1%
NRS
663
Neville Rodie & Shaw
New York
$5.55M -$2.14K -4 -0%
DSC
664
Duncker Streett & Co
Missouri
$5.55M +$37.5K +70 +0.6%
GL
665
GHE LLC
Tennessee
$5.54M -$53.5K -100 -0.9%
CTA
666
Colonial Trust Advisors
South Carolina
$5.51M -$293K -548 -5%
AC
667
Allstate Corporation
Illinois
$5.5M +$5.67M +10,587 +1,479%
MC
668
Mount Capital
United Kingdom
$5.46M – – –
PAS
669
Point72 Asia (Singapore)
Singapore
$5.46M +$2.46M +4,585 +69%
AAM
670
Azzad Asset Management
Virginia
$5.42M -$54.1K -101 -0.9%
BPWM
671
Badgley Phelps Wealth Managers
Washington
$5.35M +$5.67M +10,584 +2,575%
EAMA
672
EFG Asset Management (Americas)
Florida
$5.33M -$314K -587 -5%
RWM
673
Rockline Wealth Management
New York
$5.3M +$399K +746 +7%
JSP
674
Jackson Square Partners
California
$5.26M -$98.5K -184 -2%
GCM
675
Greenland Capital Management
New York
$5.26M -$6.9M -12,879 -54%
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