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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
VFM
701
Viking Fund Management
North Dakota
$2.36M – – –
RCM
702
Regency Capital Management
Hawaii
$2.35M +$1.83K +4 +0.1%
VAS
703
Vestmark Advisory Solutions
Massachusetts
$2.35M +$217K +475 +11%
RSWM
704
Robertson Stephens Wealth Management
California
$2.35M +$32K +70 +1%
NWM
705
Nicola Wealth Management
British Columbia, Canada
$2.33M – – –
SC
706
Sepio Capital
Utah
$2.33M -$915 -2 -0%
PF
707
Phoenix Financial
Israel
$2.33M +$167K +365 +8%
SWM
708
Segment Wealth Management
Texas
$2.3M -$14.6K -32 -0.7%
CCMG
709
Clark Capital Management Group
Pennsylvania
$2.29M -$255K -558 -10%
JWM
710
Jackson Wealth Management
Florida
$2.27M +$2.2M +4,810 New
SCA
711
Strategic Capital Advisers
Colorado
$2.27M – – –
DA
712
Duality Advisers
Florida
$2.23M +$2.17M +4,733 New
AFA
713
Abacus FCF Advisors
Florida
$2.23M – – –
BCM
714
Breiter Capital Management
Florida
$2.22M +$140K +306 +7%
PIP
715
Peachtree Investment Partners
Florida
$2.22M +$1.35M +2,958 +170%
WCM
716
Whitener Capital Management
North Carolina
$2.22M – – –
WP
717
WealthPLAN Partners
Nebraska
$2.2M +$243K +532 +11%
IC
718
IEQ Capital
California
$2.2M +$163K +356 +8%
LOAMS
719
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.19M +$2.12M +4,635 New
RI
720
Redwood Investments
Massachusetts
$2.18M +$33.9K +74 +2%
SKK
721
Shepherd Kaplan Krochuk
Massachusetts
$2.17M +$1.37K +3 +0.1%
AIM
722
Anchor Investment Management
South Carolina
$2.15M -$43K -94 -2%
JCM
723
Jacobsen Capital Management
Utah
$2.1M -$19.7K -43 -1%
LT
724
Lindsell Train
United Kingdom
$2.08M – – –
LWCFA
725
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.07M – – –
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