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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
SPWA
701
SteelBridge Private Wealth Advisors
Florida
$237K -$6.53K -40 -3%
BST
702
Bath Savings Trust
Maine
$237K
LIM
703
Leavell Investment Management
Alabama
$227K
EIM
704
Essex Investment Management
Massachusetts
$225K +$217K +1,330 New
CA
705
Calton & Associates
Florida
$222K +$198K +1,214 New
AR
706
Advisory Research
Illinois
$217K -$4.08K -25 -2%
CIC
707
Carnegie Investment Counsel
Ohio
$213K +$191K +1,167 New
Mirae Asset Global Investments
708
Mirae Asset Global Investments
South Korea
$209K +$201K +1,232 New
HB
709
Homrich & Berg
Georgia
$206K +$198K +1,215 New
GAG
710
GM Advisory Group
New York
$204K +$196K +1,203 New
MIC
711
Meridian Investment Counsel
California
$204K +$197K +1,205 New
S
712
SignatureFD
Georgia
$204K +$197K +1,206 New
CCT
713
Country Club Trust
Missouri
$203K +$196K +1,200 New
SBWM
714
Sunflower Bank Wealth Management
Arizona
$203K +$196K +1,200 New
Fiera Capital (Canada)
715
Fiera Capital (Canada)
Quebec, Canada
$200K -$44.7K -274 -19%
IBOK
716
Independence Bank of Kentucky
Kentucky
$198K +$191K +1,167 New
TG
717
TLP Group
Illinois
$191K +$164K +1,007 +853%
PA
718
Parallel Advisors
California
$180K +$4.25K +26 +3%
VCM
719
Versant Capital Management
Arizona
$178K
NIM
720
NuWave Investment Management
New Jersey
$172K +$166K +1,019 New
BDWM
721
Brewin Dolphin Wealth Management
Ireland
$169K
APA
722
American Portfolios Advisors
New York
$152K +$147K +899 New
WB
723
Webster Bank
Connecticut
$147K
STA
724
Summit Trail Advisors
New York
$144K +$130K +794 New
WAM
725
Wealthspire Advisors (Maryland)
Maryland
$142K +$64.6K +396 +90%