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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
RBA
701
Richard Bernstein Advisors
New York
$1.31M
SF
702
Synovus Financial
Georgia
$1.3M +$162K +487 +15%
EWM
703
Evercore Wealth Management
New York
$1.27M -$1.82M -5,474 -60%
GIA
704
Guyasuta Investment Advisors
Pennsylvania
$1.27M -$6.66K -20 -0.6%
SM
705
Sciencast Management
New Jersey
$1.26M +$1.15M +3,452 New
OPPTF
706
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.26M +$36.9K +111 +3%
LS
707
Livforsakringsbolaget Skandia
Sweden
$1.26M
Vanguard Personalized Indexing Management
708
Vanguard Personalized Indexing Management
California
$1.26M +$359K +1,079 +43%
NERM
709
New England Research & Management
Illinois
$1.25M +$1.18M +3,550 New
VC
710
Veracity Capital
Georgia
$1.25M -$73.9K -222 -6%
LWCFA
711
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.25M +$125K +376 +12%
LFS
712
Legacy Financial Strategies
Kansas
$1.23M +$96.5K +290 +9%
MCM
713
Moore Capital Management
New York
$1.23M +$586K +1,760 +103%
ICM
714
IMS Capital Management
Oregon
$1.22M
WANY
715
Wealthspire Advisors (New York)
New York
$1.22M +$301K +904 +35%
CAM
716
Cresset Asset Management
Illinois
$1.22M +$614K +1,845 +115%
CG
717
Castellan Group
Kentucky
$1.21M
DL
718
DOHJ LLC
Washington
$1.2M -$9.32K -28 -0.8%
WS
719
Wedbush Securities
California
$1.2M +$1.13M +3,391 New
Acadian Asset Management
720
Acadian Asset Management
Massachusetts
$1.2M -$611K -1,837 -35%
PFS
721
Prospera Financial Services
Texas
$1.19M +$449K +1,349 +66%
GW
722
GW & Wade
Massachusetts
$1.19M +$525K +1,578 +88%
BJL
723
Brighton Jones LLC
Washington
$1.18M +$136K +410 +14%
SW
724
SVB Wealth
Massachusetts
$1.17M +$39.6K +119 +4%
PL
725
Polianta Ltd
Jersey
$1.16M -$133K -400 -11%